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 51–100 of 393
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DIVO | Amplify ETF TR CWP (enhanced Div) | 7K | $100K–$500K | SH |
| WTPI | Wisdomtree TR CBOE (S&P 500) | 9K | $100K–$500K | SH |
| LLY | Eli Lilly And Co | 269 | $100K–$500K | SH |
| DIA | SPDR Dow Jones Indl (average Et Ut Ser 1) | 592 | $100K–$500K | SH |
| SPLV | Invesco Exch Traded (FD TR II S&P500 Low Vol) | 4K | $100K–$500K | SH |
| IDV | iShares TR Intl Sel (div Etf) | 6K | $100K–$500K | SH |
| VYMI | Vanguard Whitehall (FDS Intl High Etf) | 3K | $100K–$500K | SH |
| BOXX | Ea Series Trust (alpha Architect 1-3 Month Box Etf) | 2K | $100K–$500K | SH |
| IVW | iShares S&P 500 (growth Etf) | 2K | $100K–$500K | SH |
| USMV | iShares TR MSCI USA (min Vol) | 2K | $100K–$500K | SH |
| INTC | Intel Corp Com | 5K | $100K–$500K | SH |
| WDC | Western Digital | 1K | $100K–$500K | SH |
| ARWR | Arrowhead | 3K | $100K–$500K | SH |
| IWM | iShares Russell 2000 (etf) | 686 | $100K–$500K | SH |
| AVGO | Broadcom Inc Common Stock | 479 | $100K–$500K | SH |
| KAUG | Innovator Etfs Trust (us Small Cap Power Buffer ETF - August) | 6K | $100K–$500K | SH |
| SRPT | Sarepta Therapeutics | 8K | $100K–$500K | SH |
| IQDF | Flexshares Trust (international Quality DIV Idx) | 5K | $100K–$500K | SH |
| EPD | Enterprise Products Partners LP | 5K | $100K–$500K | SH |
| VBR | Vanguard Small Cap (value Etf) | 674 | $100K–$500K | SH |
| XLY | Consumer (discretionary Select Sector SPDR Fund) | 1K | $100K–$500K | SH |
| AMZN | Amazon.Com Inc | 562 | $100K–$500K | SH |
| CAT | Caterpillar Inc Com | 219 | $100K–$500K | SH |
| IWF | iShares TR Rus 1000 (GRW Etf) | 265 | $100K–$500K | SH |
| RSPT | Invesco Exchange (traded FD TR S&P500 Eql Tec) | 3K | $100K–$500K | SH |
| TBJL | Innovator Etfs Trust (invatr 20 PLS 9) | 6K | $100K–$500K | SH |
| BX | Blackstone Inc Common Stock | 750 | $100K–$500K | SH |
| GD | General Dynamics | 340 | $100K–$500K | SH |
| IJUL | Innovator Etfs Trust (intrnl Dev July) | 3K | $100K–$500K | SH |
| AXP | American Express Co | 303 | $100K–$500K | SH |
| BABA | Alibaba Group | 750 | $100K–$500K | SH |
| HD | Home Depot | 315 | $100K–$500K | SH |
| PNQI | Invesco Exchange (traded FD TR Nasdaq Internt) | 2K | $100K–$500K | SH |
| V | Visa Inc | 282 | $50K–$100K | SH |
| IBTO | iShares iBonds Dec 2033 Term Treasury ETF | 4K | $50K–$100K | SH |
| FBTC | Fidelity Wise Origin (bitcoin Fund) | 1K | $50K–$100K | SH |
| HON | Honeywell | 461 | $50K–$100K | SH |
| IBTQ | iShares Trust Ibonds (dec 2035 Term Treasury Etf) | 3K | $50K–$100K | SH |
| VB | Vanguard Small-Cap (index Fund) | 334 | $50K–$100K | SH |
| RDDT | Reddit Inc CL A | 374 | $50K–$100K | SH |
| SPHQ | Invesco Exchange (traded FD TR S&P500 Quality) | 1K | $50K–$100K | SH |
| AWK | American Water Works | 626 | $50K–$100K | SH |
| DOV | Dover Corp Com | 409 | $50K–$100K | SH |
| GOOGL | Alphabet Inc Cap STK | 254 | $50K–$100K | SH |
| SNDK | Sandisk Corp Com | 332 | $50K–$100K | SH |
| WMT | Wal-Mart | 696 | $50K–$100K | SH |
| IWD | iShares Russell (1000 Value Etf) | 364 | $50K–$100K | SH |
| IBM | IBM | 257 | $50K–$100K | SH |
| EFG | iShares TR EAFE (GRWTH Etf) | 639 | $50K–$100K | SH |
| AMAT | Applied Materials Inc | 275 | $50K–$100K | SH |