Atlantic Edge Private Wealth Management, LLC has filed its latest 13F report, revealing a total of $486.55 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions in various companies, reflecting its active role in the wealth management industry.
The firm, based in Jacksonville, Florida, specializes in managing private wealth for clients, and the recent report showcases its diverse portfolio. Among the notable holdings are major firms such as Apple Inc. and Amazon.com Inc., indicating a strategic focus on technology and consumer sectors.
Background
Atlantic Edge Private Wealth Management, LLC is a wealth management firm incorporated in Florida. The firm operates under the Central Index Key (CIK) number 0002011145 and has been filing reports with the SEC since its inception. The firm's recent filings include a series of 13F-HR forms, with the latest dated October 20, 2026, and a previous filing on July 23, 2026.
What the Filing Says
The 13F filing indicates that Atlantic Edge has a total of 628 positions in various securities, with a total value of $486,552,289. The filing states, "The report type is 13F HOLDINGS REPORT," which is a standard requirement for institutional investment managers to disclose their holdings to the SEC.
Impact
This report impacts clients and investors who rely on Atlantic Edge for wealth management services. By providing transparency into its holdings, the firm reinforces its commitment to client trust and regulatory compliance. Additionally, the filing highlights the competitive landscape of wealth management, where firms continuously adapt to market changes and client needs.
What's Next
The filing does not say what happens next, but it is expected that Atlantic Edge will continue to monitor its investments and adjust its portfolio in response to market conditions.