Atlantic Private Wealth, LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$156.4B

Holdings

393

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (393 positions)

#StockSharesValue% PortfolioType
201
DBRGDigitalbridge Group
504$7.0M0.00%
202
APPApplovin Corp Com CL
9$6.0M0.00%
203
ARVNArvinas Inc Com
577$6.0M0.00%
204
SPSMSPDR Portfolio S&P (600 Small Cap Etf)
131$6.0M0.00%
205
SCHMSchwab Strategic TR (us Mid-Cap Etf)
219$6.0M0.00%
206
GEVGE Vernova Inc Com
9$6.0M0.00%
207
WELLWelltower Inc Com
29$5.0M0.00%
208
SPMDSPDR Portfolio S&P (400 Mid Cap Etf)
91$5.0M0.00%
209
WABWabtec Corp Com
26$5.0M0.00%
210
UWMCUwm Holdings
1,000$4.0M0.00%
211
SHYiShares Trust 1-3 (year Treasury Bond Etf)
49$4.0M0.00%
212
MUMicron Technology
15$4.0M0.00%
213
IXUSiShares TR Core MSCI (total)
49$4.0M0.00%
214
MRNAModerna Inc Com
136$4.0M0.00%
215
SPYPut SPY @ $500.0 Exp Jun 18, 2026
1,000$3.0M0.00%Put
216
SNAPSnap Inc CL A
482$3.0M0.00%
217
PBFPBF Energy Inc Com
117$3.0M0.00%
218
UNHPut UNH @ $270.0 Exp Feb 20, 2026
3,000$3.0M0.00%Put
219
APHAmphenol Corp Class
28$3.0M0.00%
220
LQDiShares iBoxx $ (investment Grade Corporate Bond Etf)
36$3.0M0.00%
221
XOMExxonMobil
26$3.0M0.00%
222
MORNMorningstar Inc
16$3.0M0.00%
223
MRKMerck &co. Inc Com
20$2.0M0.00%
224
NVDAPut NVDA @ $140.0 Exp Mar 20, 2026
1,600$2.0M0.00%Put
225
EPACEnerpac Tool Group
58$2.0M0.00%
226
ABBVAbbvie Inc Com
12$2.0M0.00%
227
JNJJohnson &johnson Com
14$2.0M0.00%
228
GILDGilead Sciences Inc
10$1.0M0.00%
229
HOODRobinhood MKTS Inc
10$1.0M0.00%
230
IJHiShares S&P Midcap (400 Index Fund)
21$1.0M0.00%
231
MCOMoodys Corp Com
2$1.0M0.00%
232
INTUIntuit Inc
3$1.0M0.00%
233
BLKBlackRock Inc Com
1$1.0M0.00%
234
KLACKla Corp Com New
1$1.0M0.00%
235
SCHWSchwab Charles Corp
10$1.0M0.00%
236
JCIJohnson Controls
10$1.0M0.00%
237
NEMNewmont Corp Com
10$1.0M0.00%
238
PFFiShares Preferred And Income Securities ETF
38$1.0M0.00%
239
ISRGIntuitive Surgical
2$1.0M0.00%
240
TMOThermo Fisher
3$1.0M0.00%
241
CDNSCadence Design
5$1.0M0.00%
242
ETNEaton Corp PLC Com
4$1.0M0.00%
243
TRVCCitigroup Inc
10$1.0M0.00%
244
SYFSynchrony Financial
20$1.0M0.00%
245
GMGeneral MTRS Co Com
15$1.0M0.00%
246
WFCWells Fargo Co New
15$1.0M0.00%
247
ORCLOracle Corp
8$1.0M0.00%
248
GEGeneral Electric Co
4$1.0M0.00%
249
HLTHilton Worldwide
4$1.0M0.00%
250
CSCOCisco Systems
15$1.0M0.00%
251
GLWCorning Inc
15$1.0M0.00%
252
HWMHowmet Aerospace Inc
9$1.0M0.00%
253
ORLYOreilly Automotive
15$1.0M0.00%
254
PHMPulte Group Inc Com
10$1.0M0.00%
255
FLNCFluence Energy Inc
55$1.0M0.00%
256
TEXTerex Corp
20$1.0M0.00%
257
LNTAlliant Energy Corp
10$00.00%
258
ITWIllinois Tool Works
4$00.00%
259
CRDOCredo Technology
5$00.00%
260
MLMMartin Marietta
1$00.00%
261
WCCWesco International
1$00.00%
262
CEGConstellation Energy
2$00.00%
263
APOApollo Global MGMT
5$00.00%
264
LDOSLeidos Holdings Inc
1$00.00%
265
CNCCentene Corp
10$00.00%
266
EAElectronic Arts Inc
2$00.00%
267
AMGNAmgen Inc
3$00.00%
268
TKOTko Group Holdings
2$00.00%
269
CASYCaseys General
1$00.00%
270
BWABorg Warner Inc Com
5$00.00%
271
APAApa Corporation Com
10$00.00%
272
LLoews Corp Com
5$00.00%
273
TRVTravelers Companies
2$00.00%
274
FQIDigital Realty Trust Inc
3$00.00%
275
RLRalph Lauren Corp
1$00.00%
276
REGNRegeneron
1$00.00%
277
IESCIes HLDGS Inc Com
1$00.00%
278
RHCRH Ord Eur 0.32
5$00.00%
279
ZSZscaler Inc Com
2$00.00%
280
MRVLMarvell Technology
5$00.00%
281
ALSAllstate Corp Com
3$00.00%
282
ADPTAdaptive
15$00.00%
283
DUKDuke Energy Corp New
5$00.00%
284
AEPAmerican Elec PWR Co
5$00.00%
285
LRCXLam Research Corp
5$00.00%
286
ADSKAutodesk Inc
3$00.00%
287
CCLCarnival Corp Com
10$00.00%
288
ABGCencora Inc Com
2$00.00%
289
KSSKohls Corp Com
20$00.00%
290
BEAMBeam Therapeutics
10$00.00%
291
MDBMongodb Inc CL A
1$00.00%
292
ELANElanco Animal Health
15$00.00%
293
STNEStoneco LTD Com
15$00.00%
294
MPCMarathon Petroleum
5$00.00%
295
AMRXAmneal
20$00.00%
296
MCKMckesson Corp
1$00.00%
297
PG4Principal Financial
5$00.00%
298
GOOGLPut GOOG @ $230.0 Exp Feb 20, 2026
1,900$00.00%Put
299
WSMWilliams-Sonoma Inc
2$00.00%
300
LHXL3harris
2$00.00%
PreviousPage 3 of 4Next