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 101–150 of 393
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHX | Schwab Strategic TR (us Large-Cap Etf) | 3K | $50K–$100K | SH |
| VT | Vanguard Total World Stock Index ETF | 2K | $50K–$100K | SH |
| EFV | iShares TR EAFE (value Etf) | 923 | $50K–$100K | SH |
| CMA | Comerica Inc | 755 | $50K–$100K | SH |
| UBER | Uber Technologies | 800 | $50K–$100K | SH |
| COST | Costco Wholesale | 75 | $50K–$100K | SH |
| TJX | TJX Companies Inc | 405 | $50K–$100K | SH |
| VTV | Vanguard Index FDS (vanguard Value ETF Formerly Vanguard) | 317 | $50K–$100K | SH |
| RWL | Invesco Exch Traded (FD TR II S&P 500 Revenue) | 528 | $50K–$100K | SH |
| VIG | Vanguard Specialized (funds DIV App Etf) | 270 | $50K–$100K | SH |
| BRK.B | Berkshire Hathaway | 118 | $50K–$100K | SH |
| BAC | BK Of America Corp | 1K | $50K–$100K | SH |
| QQQ | Invesco QQQ TR Unit (ser 1) | 91 | $50K–$100K | SH |
| OKE | Oneok Inc Com | 750 | $50K–$100K | SH |
| IWV | iShares Russell 3000 (index Fund) | 141 | $50K–$100K | SH |
| MPLX | MPLX LP Com Unit Repstg LTD Partner Int | 1K | $50K–$100K | SH |
| DPZ | Dominos Pizza Inc | 125 | $50K–$100K | SH |
| CMI | Cummins Inc | 100 | $50K–$100K | SH |
| LMT | Lockheed Martin Corp | 100 | $15K–$50K | SH |
| D | Dominion Energy Inc Common Stock | 800 | $15K–$50K | SH |
| DE | Deere & Co | 100 | $15K–$50K | SH |
| AMD | Advanced Micro | 215 | $15K–$50K | SH |
| DFAE | Dimensional ETF (trust Emgr Cre EQT MNG) | 1K | $15K–$50K | SH |
| PEP | Pepsico Inc | 315 | $15K–$50K | SH |
| IWR | iShares TR Rus Mid (cap Etf) | 466 | $15K–$50K | SH |
| GS | Goldman Sachs Group Inc | 50 | $15K–$50K | SH |
| HBAN | Huntington Bancshares Inc | 3K | $15K–$50K | SH |
| TKR | Timken Co | 502 | $15K–$50K | SH |
| RPG | Invesco Exchange (traded FD TR S&P500 Pur GWT) | 888 | $15K–$50K | SH |
| CB | Chubb LTD Com | 127 | $15K–$50K | SH |
| LH | Labcorp Holdings Inc | 156 | $15K–$50K | SH |
| ACGL | Arch Capital Group LTD | 400 | $15K–$50K | SH |
| PDEC | Innovator Etfs Trust (us Eqty PWR Buf) | 877 | $15K–$50K | SH |
| RTX | Raytheon | 205 | $15K–$50K | SH |
| ABT | Abbott Laboratories | 300 | $15K–$50K | SH |
| PANW | Palo Alto Networks Inc Common Stock | 200 | $15K–$50K | SH |
| ROST | Ross Stores Inc | 200 | $15K–$50K | SH |
| TFC | Truist Finl Corp Com | 715 | $15K–$50K | SH |
| RKLB | Rocket Lab Corp Com | 500 | $15K–$50K | SH |
| ASML | Asml Holding NV | 32 | $15K–$50K | SH |
| SPYG | SPDR Portfolio S&P (500 Growth Etf) | 312 | $15K–$50K | SH |
| CVX | Chevron Corp. | 209 | $15K–$50K | SH |
| TAPR | Innovator Etfs Trust (equity Defined Protn ETF 2 YR To April) | 1K | $15K–$50K | SH |
| WEC | Wec Energy Group Inc | 291 | $15K–$50K | SH |
| MTUM | iShares TR MSCI USA (mmentm) | 121 | $15K–$50K | SH |
| JEPQ | J P Morgan Exchange-Traded FD TR J P Morgan Nasdaq Equity Premium Income ETF | 500 | $15K–$50K | SH |
| VMC | Vulcan Materials Co (holding Co) | 101 | $15K–$50K | SH |
| SPYV | SPDR Portfolio S&P (500 Value Etf) | 503 | $15K–$50K | SH |
| DIS | Disney Walt Co Com | 250 | $15K–$50K | SH |
| TSLA | Tesla Motors | 63 | $15K–$50K | SH |