CIK 1893143
Atlantic Private Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
393
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 393
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | 68K | $1M+ | SH |
| VTI | Vanguard Idx Fund | 52K | $1M+ | SH |
| VXUS | Vanguard Total (international Stock Index Fund) | 99K | $1M+ | SH |
| IBTP | iShares iBonds Dec 2034 Term Treasury ETF | 235K | $1M+ | SH |
| VXF | Vanguard Extended (markets Index Fund) | 28K | $1M+ | SH |
| IBTG | iShares iBonds Dec 2026 Term Treasury ETF | 256K | $1M+ | SH |
| ESGV | Vanguard World FD (esg US STK Etf) | 42K | $1M+ | SH |
| IBTM | iShares iBonds Dec 2032 Term Treasury ETF | 221K | $1M+ | SH |
| IBTH | iShares iBonds Dec 2027 Term Treasury ETF | 196K | $1M+ | SH |
| EAGG | iShares TR Esg Awr (us Agrgt) | 82K | $1M+ | SH |
| XVV | iShares TR Esg SCRND (S&P500) | 68K | $1M+ | SH |
| DMXF | iShares Trust Esg (advanced MSCI EAFE Etf) | 42K | $1M+ | SH |
| VEU | Vanguard Intl Equity (index FDS Allwrld Ex Us) | 42K | $1M+ | SH |
| XLE | Select Sector SPDR (TR Energy) | 60K | $1M+ | SH |
| IVV | iShares S&P 500 | 3K | $1M+ | SH |
| POCT | Innovator Etfs Trust (us Eqty PWR Buf) | 42K | $1M+ | SH |
| EMXF | iShares TR (egsadvncdmsci Em) | 34K | $1M+ | SH |
| UNH | Unitedhealth Group | 3K | $1M+ | SH |
| IBTJ | iShares iBonds Dec 2029 Term Treasury ETF | 43K | $500K+ | SH |
| AAPL | Apple Inc | 3K | $500K+ | SH |
| JEPI | J P Morgan Exchange Traded Fund Trust JPMorgan Equity Premium Income ETF | 16K | $500K+ | SH |
| VUG | Vanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR) | 2K | $500K+ | SH |
| XYLD | Global X FDS S&P 500 (covered) | 20K | $500K+ | SH |
| SGOV | iShares TR 0-3 MNTH (treasry) | 8K | $500K+ | SH |
| IOCT | Innovator Etfs Trust (international DV) | 22K | $500K+ | SH |
| COIN | Coinbase Global Inc | 3K | $500K+ | SH |
| ZFEB | Innovator Etfs Trust (equity Def Protn) | 28K | $500K+ | SH |
| XJH | iShares TR Esg SCRD (S&P Mid) | 15K | $500K+ | SH |
| XJR | iShares TR Esg SCRND (S&P SM) | 16K | $500K+ | SH |
| TJUL | Innovator Etfs Trust (eqt Defined PRTCTN ETF 2 YR To July 2025) | 23K | $500K+ | SH |
| TJAN | Innovator Etfs Trust (equity Jan 20227) | 25K | $500K+ | SH |
| IBTK | iShares iBonds Dec 2030 Term Treasury ETF | 33K | $500K+ | SH |
| ZAPR | Innovator Etfs Trust (equity Defined Protn ETF 1 YR April) | 26K | $500K+ | SH |
| PAUG | Innovator U.S. Equity Power Buffer ETF - August | 15K | $500K+ | SH |
| KOCT | Innovator Etfs Trust (us SML CP PWR B) | 18K | $500K+ | SH |
| IBTL | iShares iBonds Dec 2031 Term Treasury ETF | 26K | $500K+ | SH |
| NVDA | Nvidia Corporation | 3K | $500K+ | SH |
| GOOG | Alphabet Inc Cap STK | 2K | $500K+ | SH |
| QBF | Innovator Etfs Trust (uncapped Bitcoin) | 24K | $500K+ | SH |
| PSEP | Innovator Etfs Trust (us Eqty PWR Buf) | 12K | $500K+ | SH |
| EW | Edwards Lifesciences Corp Com | 6K | $500K+ | SH |
| MSFT | Microsoft | 1K | $100K–$500K | SH |
| IAUG | Innovator Etfs Trust (innovator International Developed Power) | 13K | $100K–$500K | SH |
| JPM | JPMorgan Chase & Co | 1K | $100K–$500K | SH |
| JPIE | J P Morgan Exchange (traded FD Income Etf) | 8K | $100K–$500K | SH |
| VOO | Vanguard Index Funds (S&P 500 ETF Usd) | 534 | $100K–$500K | SH |
| VEA | Vanguard Tax-Managed (intl FD FTSE Dev MKT Etf) | 5K | $100K–$500K | SH |
| RYLD | Global X FDS Russell (2000) | 21K | $100K–$500K | SH |
| SMH | Vaneck Vectors ETF (TR Semiconductor Et) | 869 | $100K–$500K | SH |
| XLK | Select Sector SPDR (trust Technology Select Sector Usd Dis) | 2K | $100K–$500K | SH |