Arkolith/Funds/Atlantic Edge Private Wealth Management, LLC

Atlantic Edge Private Wealth Management, LLC

CIK 2011145Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Atlantic Edge Private Wealth Management, LLC holds a diversified book of 611 stocks worth $487.3M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Affirm Holdings Inc and trimmed Ishares Core Msci Eafe ETF. Their largest long position is Ishares Core Msci Eafe ETF at 6% of the equity book. They also disclosed $2.1M in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
206
new positions
Added to
121
existing
Trimmed
89
reduced
Sold out
34
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.3%
+11.9%/yr · since Nov '24
Their reported book
+18.5%
held from quarter-end
S&P 500
+27.3%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Atlantic Edge Private Wealth Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.8 points over this window.

Growth of $10,000 cloning Atlantic Edge Private Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
40%
Top 20 holdings
59%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

43% mapped to company sectors

ETF / fund or unclassified
57%
Information Technology
21%
Industrials
7%
Financials
6%
Consumer Discretionary
3%
Health Care
2%
Energy
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Atlantic Edge Private Wealth Management, LLC

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO80 / 80$454.5B
UBS Group AG80 / 80$141.3B
ENVESTNET ASSET MANAGEMENT INC80 / 80$113.9B
LPL Financial LLC80 / 80$86.9B
OSAIC HOLDINGS, INC.80 / 80$16.0B
ASSETMARK, INC80 / 80$11.9B
Farther Finance Advisors, LLC80 / 80$3.1B
MORGAN STANLEY79 / 80$518.1B

Ranked by how many of Atlantic Edge Private Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

611 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE MSCI EAFE
$27.3M282.4K
5.6%
−2.9%
Reduced · −9K sh
2Ishares Inc
MSCI EMRG CHN
$25.6M250.1K
5.3%
+44%
Added · +76K sh
3Janus Detroit STR TR
HENDRSON AAA CL
$23.8M472.0K
4.9%
+0.5%
Added · +3K sh
4Victory Portfolios II
CORE BD ETF
$21.6M460.8K
4.4%
+71%
Added · +191K sh
5Ishares TR
CORE S&P MCP ETF
$18.0M233.2K
3.7%
+1.8%
Added · +4K sh
6Kla Corp
COM NEW
$17.8M58.9K
3.6%
+831%
Added · +53K sh
7Ishares TR
CORE S&P500 ETF
$17.7M23.6K
3.6%
+3.3%
Added · +765 sh
8State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$15.9M22.6K
3.3%
+1.1%
Added · +238 sh
9Ishares Inc
CORE MSCI EMKT
$14.1M170.8K
2.9%
−6.9%
Reduced · −13K sh
10Apple Inc
COM
$13.5M46.6K
2.8%
+0.9%
Added · +399 sh
11Vanguard BD Index FDS
TOTAL BND MRKT
$12.7M172.6K
2.6%
195×
Added · +172K sh
12Pimco ETF TR
ENHAN SHRT MA AC
$12.3M122.3K
2.5%
−48%
Reduced · −112K sh
13Advanced Micro Devices Inc
COM
$10.8M18.6K
2.2%
−14%
Reduced · −3K sh
14Taiwan Semiconductor Manufac
SPONSORED ADS
$10.4M21.7K
2.1%
+3.2%
Added · +670 sh
15Nvidia Corporation
COM
$9.5M47.3K
1.9%
+0.2%
Added · +118 sh
16Alphabet Inc
CAP STK CL A
$8.8M24.5K
1.8%
+0.1%
Added · +36 sh
17Vanguard Scottsdale FDS
SHRT TRM CORP BD
$7.6M96.1K
1.6%
−12%
Reduced · −13K sh
18Cisco Sys Inc
COM
$7.3M61.8K
1.5%
+1.0%
Added · +605 sh
19Ishares TR
S&P 500 GRWT ETF
$7.0M50.9K
1.4%
+0.4%
Added · +217 sh
20Vaneck ETF Trust
FALLEN ANGEL HG
$6.9M236.5K
1.4%
+0.1%
Added · +371 sh
21Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$6.8M113.4K
1.4%
+3.0%
Added · +3K sh
22Invesco Exchange Traded FD T
S&P500 EQL WGT
$6.7M31.3K
1.4%
+4.5%
Added · +1K sh
23JPMorgan Chase & Co
COM
$6.0M18.4K
1.2%
+0.8%
Added · +155 sh
24Microsoft Corp
COM
$5.8M15.6K
1.2%
+0.2%
Added · +34 sh
25Quanta Svcs Inc
COM
$5.6M7.8K
1.2%
−9.7%
Reduced · −845 sh
26SPDR Index SHS FDS
ST STR EUROP ETF
$5.2M95.1K
1.1%
−7.2%
Reduced · −7K sh
27Ishares TR
MSCI EAFE ETF
$5.1M49.4K
1.1%
+5.7%
Added · +3K sh
28Ishares TR
RUS 1000 GRW ETF
$4.4M35.1K
0.9%
+300%
Added · +26K sh
29Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$4.4M61.1K
0.9%
−2.0%
Reduced · −1K sh
30Travelers Companies Inc
COM
$4.1M12.3K
0.8%
+37%
Added · +3K sh
31United Rentals Inc
COM
$4.0M3.6K
0.8%
+6.5%
Added · +217 sh
32Cummins Inc
COM
$4.0M5.6K
0.8%
+3.0%
Added · +164 sh
33ETF Opportunities Trust
APPLIED FINA VAL
$3.9M83.5K
0.8%
−0.8%
Reduced · −645 sh
34Nvent Elec PLC
SHS
$3.4M20.3K
0.7%
+2.5%
Added · +502 sh
35McKesson Corp
COM
$3.2M4.3K
0.7%
−17%
Reduced · −876 sh
36Eaton Corp PLC
SHS
$3.2M7.6K
0.7%
+2.2%
Added · +160 sh
37Darden Restaurants Inc
COM
$3.1M14.8K
0.6%
+2.0%
Added · +290 sh
38Meta Platforms Inc
CL A
$3.0M5.4K
0.6%
+0.8%
Added · +44 sh
39Wabtec
COM
$3.0M11.1K
0.6%
+1.0%
Added · +110 sh
40Oracle Corp
COM
$3.0M20.4K
0.6%
+53%
Added · +7K sh
41Union Pac Corp
COM
$2.8M10.4K
0.6%
+58%
Added · +4K sh
42Bank Of Amer Corp
COM
$2.8M49.1K
0.6%
+11%
Added · +5K sh
43Mastercard Incorporated
CL A
$2.7M5.3K
0.6%
+0.9%
Added · +47 sh
44Invesco Exchange Traded FD T
S&P MDCP QUALITY
$2.6M22.6K
0.5%
−1.7%
Reduced · −384 sh
45Affirm Hldgs Inc
COM CL A
$2.5M30.8K
0.5%
New
New position
46Ishares TR
PFD AND INCM SEC
$2.5M80.9K
0.5%
−4.8%
Reduced · −4K sh
47Thermo Fisher Scientific Inc
COM
$2.4M4.8K
0.5%
−23%
Reduced · −1K sh
48Metlife Inc
COM
$2.3M27.4K
0.5%
+62%
Added · +11K sh
49Merck & Co Inc
COM
$2.2M17.4K
0.5%
−0.9%
Reduced · −167 sh
50American Elec PWR Co Inc
COM
$2.2M15.7K
0.4%
+1.6%
Added · +241 sh
Showing 50 of 611 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$2.1M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishNVIDIA CORPNVDA$1.0M5K
PUT · bearishAPPLE INCAAPL$318K1K
PUT · bearishKLA CORPKLAC$302K1K
PUT · bearishNETFLIX INCNFLX$214K3K
PUT · bearishMICROSOFT CORPMSFT$149K400
PUT · bearishAGNICO EAGLE MINES LTDAEM$78K500

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026619$489.4M13F-HR
Q1 2026Mar 31, 2026Apr 22, 2026601$407.1M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026578$402.6M13F-HR
Q3 2025Sep 30, 2025Oct 24, 2025542$389.3M13F-HR
Q2 2025Jun 30, 2025Jul 30, 2025511$364.7M13F-HR
Q1 2025Mar 31, 2025Apr 29, 2025500$327.2M13F-HR
Q4 2024Dec 31, 2024Jan 29, 2025485$323.1M13F-HR
Q3 2024Sep 30, 2024Nov 6, 2024496$328.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.