Atlantic Edge Private Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$12.6M |
| 2 |
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
|
+$8.96M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$7.19M |
| 4 |
Affirm
AFRM
|
+$2.01M |
| 5 |
Freeport-McMoran
FCX
|
+$1.56M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$11.2M |
| 2 |
Advanced Micro Devices
AMD
|
+$1.21M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.01M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$992K |
| 5 |
KLA
KLAC
|
+$872K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 57.22% |
| 2 | Technology | 17.54% |
| 3 | Industrials | 6.37% |
| 4 | Financials | 5.37% |
| 5 | Healthcare | 3.82% |
Similar funds
Atlantic Edge Private Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Atlantic Edge Private Wealth Management held 650 positions worth $489M, up 20% from $407M the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Atlantic Edge Private Wealth Management deployed $21.8M of net new capital in Q2 2026, opening 49 new positions and adding to 119 existing holdings. Its largest new stake was Affirm: 30,785 shares worth $2.51M.
By sector, the portfolio is most concentrated in Miscellaneous at 57% of assets, down from 59% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund, an estimated $11.2M trimmed.
- Atlantic Edge Private Wealth Management's largest Q2 2026 buy was Affirm: 30,785 shares worth $2.51M.
- Atlantic Edge Private Wealth Management added most to Vanguard Total Bond Market in Q2 2026, an estimated $12.6M increase.
- Atlantic Edge Private Wealth Management's biggest Q2 2026 reduction was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund, cutting an estimated $11.2M.
- Atlantic Edge Private Wealth Management fully exited Accenture in Q2 2026, selling an estimated $171K.
- Atlantic Edge Private Wealth Management's ten largest holdings make up 40% of its $489M portfolio in Q2 2026.
- Atlantic Edge Private Wealth Management opened 49 new positions and closed 31 in Q2 2026.
- Atlantic Edge Private Wealth Management's portfolio value rose 20% quarter-over-quarter to $489M.
Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.