What does Atlantic Private Wealth, LLC hold?

Atlantic Private Wealth, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SPY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1893143.

What is Atlantic Private Wealth, LLC's AUM?

Atlantic Private Wealth, LLC reported approximately $163.2M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $894.0M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Atlantic Private Wealth, LLC's holdings?

All Atlantic Private Wealth, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1893143. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Atlantic Private Wealth, LLC's 13F data updated on 13F Pro?

Atlantic Private Wealth, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Atlantic Private Wealth, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1893143

Institutional-grade research for retail investors

Email me the moment this fund files its next 13FPro

13F Reported Value

ⓘ

$163.2M

incl. option notional

Equity Holdings

ⓘ

$163.1M

Option Notional

ⓘ

$13,786

$13,786 puts / $0 calls

Holdings

301

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Atlantic Private Wealth, LLC disclosed 301 positions worth $163.2M in its Form 13F-HR for Q2 2026 — $163.1M in common stock plus $13,786 of put/call option positions (reported at underlying notional value, not premium at risk), led by $SPY (SPDR S&P 500 ETF TRUST) at 29.9% of the equity portfolio. During the quarter the fund opened 14 new positions and exited 28. The portfolio is most concentrated in Other (93.5% of disclosed assets). All figures are sourced directly from Atlantic Private Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1893143.

AI Fund Analysis

Concentrating

$SPY

29.9% weight

Held 10 quarters

Vanguard Idx Fund - ETF

11.3% weight

Held 10 quarters

Vanguard Total (internatio

iShares iBonds Dec 2032

4.1% weight

Held 10 quarters

$WEC

9 quarters accumulating

iShares 20 Year Treasury

7 quarters accumulating

$PBF

7 quarters accumulating

iShares iBonds Dec 2032

5 quarters accumulating

iShares TR Esg SCRND

5 quarters accumulating

Sector Allocation

OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary

13fpro.ai/research/fund/atlantic-private-wealth-llc-1893143

AUM History

13fpro.ai/research/fund/atlantic-private-wealth-llc-1893143

Top Equity Holdings by Value

13fpro.ai/research/fund/atlantic-private-wealth-llc-1893143

Quarterly Activity — Q2 2026

Click any card to unlock

Top Holdings

AI Quality Scored

SPDR S&P 500 ETF TRUST
$SPY
—
Quality
$48.9M65,419 sh
Vanguard Idx Fund - ETF
—
Quality
$18.4M49,664 sh
Vanguard Total (international Stock Index Fund) - ETF
—
Quality
$8.6M100,331 sh
Vanguard Extended (markets Index Fund) - ETF
—
Quality
$7.0M28,524 sh
iShares iBonds Dec 2032 Term Treasury ETF - ETF
—
Quality
$6.7M293,989 sh
iShares iBonds Dec 2034 Term Treasury ETF - ETF
—
Quality
$5.6M222,302 sh
Vanguard World FD (esg US STK Etf) - ETF
—
Quality
$5.3M40,214 sh
iShares iBonds Dec 2027 Term Treasury ETF - ETF
—
Quality
$4.4M197,699 sh
iShares TR Esg Awr (us Agrgt) - ETF
—
Quality
$4.4M93,072 sh
iShares TR Esg SCRND (S&P500) - ETF
—
Quality
$3.8M67,627 sh

Company	Quality	Value	Shares
SPDR S&P 500 ETF TRUST$SPY	—	$48.9M	65,419
Vanguard Idx Fund - ETF	—	$18.4M	49,664
Vanguard Total (international Stock Index Fund) - ETF	—	$8.6M	100,331
Vanguard Extended (markets Index Fund) - ETF	—	$7.0M	28,524
iShares iBonds Dec 2032 Term Treasury ETF - ETF	—	$6.7M	293,989
iShares iBonds Dec 2034 Term Treasury ETF - ETF	—	$5.6M	222,302
Vanguard World FD (esg US STK Etf) - ETF	—	$5.3M	40,214
iShares iBonds Dec 2027 Term Treasury ETF - ETF	—	$4.4M	197,699
iShares TR Esg Awr (us Agrgt) - ETF	—	$4.4M	93,072
iShares TR Esg SCRND (S&P500) - ETF	—	$3.8M	67,627

Unlock AI quality scores for every holding

32-signal composite ranking on each of Atlantic Private Wealth, LLC's 301 positions.

Showing top 10 of 301 holdings.

Sector Allocation

Other

$152.6M

Technology

$3.8M

Financials

$2.4M

Healthcare

$1.7M

Industrials

$1.2M

Consumer Discretionary

$508,651

Utilities

$321,910

Energy

$313,487

Top Holdings — Atlantic Private Wealth, LLC (Q2 2026)

Top 150 of 301 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$SPY	SPDR S&P 500 ETF TRUST	$48.9M	29.9%	-1%	—
2	—	Vanguard Idx Fund - ETF	$18.4M	11.3%	-4%	—
3	—	Vanguard Total (international Stock Index Fund) - ETF	$8.6M	5.3%	+2%	—
4	—	Vanguard Extended (markets Index Fund) - ETF	$7.0M	4.3%	+1%	—
5	—	iShares iBonds Dec 2032 Term Treasury ETF - ETF	$6.7M	4.1%	+25%	—
6	—	iShares iBonds Dec 2034 Term Treasury ETF - ETF	$5.6M	3.5%	-4%	—
7	—	Vanguard World FD (esg US STK Etf) - ETF	$5.3M	3.3%	-7%	—
8	—	iShares iBonds Dec 2027 Term Treasury ETF - ETF	$4.4M	2.7%	-6%	—
9	—	iShares TR Esg Awr (us Agrgt) - ETF	$4.4M	2.7%	-1%	—
10	—	iShares TR Esg SCRND (S&P500) - ETF	$3.8M	2.4%	-5%	—
11	—	iShares iBonds Dec 2028 Term Treasury ETF - ETF	$3.7M	2.2%	NEW	—
12	—	iShares Trust Esg (advanced MSCI EAFE Etf) - ETF	$3.6M	2.2%	-3%	—
13	—	Vanguard Intl Equity (index FDS Allwrld Ex Us) - ETF	$3.5M	2.2%	-0%	—
14	—	iShares S&P 500 - ETF	$2.2M	1.3%	-2%	—
15	—	Innovator S&P 500 Power Buffer ETF - May - ETF	$2.0M	1.2%	NEW	—
16	—	iShares TR (egsadvncdmsci Em) - ETF	$1.7M	1.1%	-11%	—
17	—	Select Sector SPDR (TR Energy) - ETF	$1.6M	1.0%	-46%	—
18	—	iShares iBonds Dec 2035 Term Treasury ETF - ETF	$1.6M	0.9%	+200%	—
19	—	Innovator Etfs Trust (innovator Intl D) - ETF	$1.3M	0.8%	NEW	—
20	—	Vanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR) - ETF	$963,457	0.6%	+500%	—
21	—	JPMorgan Equity Premium Income ETF - ETF	$915,315	0.6%	+0%	—
22	—	iShares iBonds Dec 2029 Term Treasury ETF - ETF	$890,226	0.6%	-3%	—
23	—	iShares TR Esg SCRND (S&P SM) - ETF	$869,978	0.5%	+0%	—
24	$AAPL	Apple Inc.	$859,126	0.5%	-5%	76.3
25	—	Innovator Etfs Trust US SM Ca PW June - ETF	$856,732	0.5%	NEW	—
26	—	Innovator Etfs Trust (us Eqty PWR Buf) - ETF	$852,755	0.5%	NEW	—
27	—	Global X FDS S&P 500 (covered) - ETF	$827,140	0.5%	+0%	—
28	—	iShares TR Esg SCRD (S&P Mid) - ETF	$825,342	0.5%	+0%	—
29	—	Innovator Etfs Trust (equity Jan 20227) - ETF	$689,447	0.4%	+0%	—
30	—	Innovator Etfs Trust (equity Defined Protn ETF 1 YR April) - ETF	$680,146	0.4%	+0%	—
31	—	Innovator Etfs Trust (equity Def Protn) - ETF	$675,610	0.4%	-17%	—
32	—	Innovator Etfs Trust (eqt Defined PRTCTN ETF 2 YR To July 2025) - ETF	$657,503	0.4%	-5%	—
33	—	iShares iBonds Dec 2030 Term Treasury ETF - ETF	$602,369	0.4%	-7%	—
34	$GOOGL	Alphabet Inc.	$584,812	0.4%	+46%	78.1
35	—	Vaneck Vectors ETF (TR Semiconductor Et) - ETF	$569,661	0.3%	+0%	—
36	$EW	Edwards Lifesciences Corp	$534,619	0.3%	+0%	69.2
37	$NVDA	NVIDIA CORP	$532,161	0.3%	+0%	85.9
38	$COIN	Coinbase Global, Inc.	$479,357	0.3%	+0%	44.6
39	—	iShares iBonds Dec 2031 Term Treasury ETF - ETF	$442,884	0.3%	-15%	—
40	—	Select Sector SPDR (trust Technology Select Sector Usd Dis) - ETF	$385,786	0.2%	+0%	—
41	—	Vanguard Tax-Managed (intl FD FTSE Dev MKT Etf) - ETF	$376,841	0.2%	+0%	—
42	—	Innovator Etfs Trust (equity Defined Protn ETF 1 YR June) - ETF	$373,942	0.2%	NEW	—
43	—	Vanguard Index Funds (S&P 500 ETF Usd) - ETF	$366,757	0.2%	+0%	—
44	$SNDK	Sandisk Corp	$366,071	0.2%	-61%	87.6
45	$JPM	JPMORGAN CHASE & CO	$364,784	0.2%	+0%	70.3
46	—	J P Morgan Exchange (traded FD Income Etf) - ETF	$357,947	0.2%	+0%	—
47	—	Global X FDS Russell (2000) - ETF	$334,943	0.2%	+0%	—
48	$LLY	ELI LILLY & Co	$323,071	0.2%	+0%	87.5
49	—	SPDR Dow Jones Indl (average Et Ut Ser 1) - ETF	$311,371	0.2%	+0%	—
50	$MSFT	MICROSOFT CORP	$301,142	0.2%	+0%	79.7
51	—	Amplify ETF TR CWP (enhanced Div) - ETF	$298,787	0.2%	+0%	—
52	$UNH	UNITEDHEALTH GROUP INC	$290,941	0.2%	+0%	62.5
53	—	iShares TR 0-3 MNTH (treasry) - ETF	$271,832	0.2%	-53%	—
54	$IVZ	Invesco Ltd.	$263,595	0.2%	-1%	—
55	—	Vanguard Whitehall (FDS Intl High Etf) - ETF	$258,462	0.2%	+0%	—
56	$INTC	INTEL CORP	$257,617	0.2%	-61%	45.5
57	—	iShares TR Intl Sel (div Etf) - ETF	$251,480	0.1%	+0%	—
58	—	Innovator Etfs Trust (invatr 20 PLS 9) - ETF	$247,934	0.1%	+25%	—
59	—	Ea Series Trust (alpha Architect 1-3 Month Box Etf) - ETF	$238,395	0.1%	+3%	—
60	$CAT	CATERPILLAR INC	$233,360	0.1%	+0%	66.3
61	$ASML	ASML HOLDING NV	$232,619	0.1%	+0%	—
62	$ARWR	ARROWHEAD PHARMACEUTICALS, INC.	$211,926	0.1%	+0%	38.4
63	—	iShares Russell 2000 (etf) - ETF	$206,012	0.1%	+0%	—
64	—	iShares S&P 500 (growth Etf) - ETF	$194,690	0.1%	+0%	—
65	$D	DOMINION ENERGY, INC	$186,511	0.1%	+1%	69.6
66	—	iShares TR MSCI USA (min Vol) - ETF	$184,433	0.1%	+0%	—
67	$AMAT	APPLIED MATERIALS INC /DE	$180,750	0.1%	-9%	72.1
68	—	Flexshares Trust (international Quality DIV Idx) - ETF	$180,714	0.1%	+0%	—
69	$IVZ	Invesco Ltd.	$171,035	0.1%	+0%	—
70	—	Consumer (discretionary Select Sector SPDR Fund) - ETF	$134,872	0.1%	+0%	—
71	$SRPT	Sarepta Therapeutics, Inc.	$134,775	0.1%	+0%	47.1
72	—	iShares TR Rus 1000 (GRW Etf) - ETF	$131,620	0.1%	+300%	—
73	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	$128,660	0.1%	+0%	61
74	$GD	GENERAL DYNAMICS CORP	$119,083	0.1%	+0%	68.5
75	$FIG	Figma, Inc.	$117,585	0.1%	+86%	43.7
76	—	Vanguard Small Cap (value Etf) - ETF	$116,451	0.1%	+0%	—
77	$AVGO	Broadcom Inc.	$113,325	0.1%	+0%	84.4
78	$HD	HOME DEPOT, INC.	$106,334	0.1%	-4%	60.1
79	—	Innovator Etfs Trust (innovator International Developed Power) - ETF	$105,598	0.1%	-74%	—
80	$AXP	AMERICAN EXPRESS CO	$102,008	0.1%	+0%	69.1
81	—	Vanguard Small-Cap (index Fund) - ETF	$101,339	0.1%	+0%	—
82	$IVZ	Invesco Ltd.	$100,403	0.1%	+0%	—
83	$IVZ	Invesco Ltd.	$91,172	0.1%	+0%	—
84	$GOOG	Alphabet Inc.	$89,343	0.1%	+0%	78.1
85	—	iShares Russell (1000 Value Etf) - ETF	$88,245	0.1%	+0%	—
86	$AMZN	AMAZON COM INC	$88,186	0.1%	+0%	68.4
87	—	Innovator Etfs Trust Emrgng MKT Jan - ETF	$86,285	0.1%	NEW	—
88	$V	VISA INC.	$85,773	0.1%	+0%	82.7
89	$AWK	American Water Works Company, Inc.	$82,744	0.1%	+0%	57.8
90	$BX	Blackstone Inc.	$82,369	0.1%	+0%	74.2
91	—	iShares TR EAFE (GRWTH Etf) - ETF	$79,504	0.1%	+0%	—
92	$FITB	FIFTH THIRD BANCORP	$79,438	0.1%	+1%	63
93	$WMT	Walmart Inc.	$78,829	0.1%	+0%	59.9
94	—	Schwab Strategic TR (us Large-Cap Etf) - ETF	$75,841	0.1%	+0%	—
95	—	Innovator U.S. Equity Power Buffer ETF - February - ETF	$73,633	0.1%	+0%	—
96	—	iShares iBonds Dec 2033 Term Treasury ETF - ETF	$72,593	0.0%	-23%	—
97	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$72,282	0.0%	+0%	69.7
98	$BABA	Alibaba Group Holding Ltd	$71,985	0.0%	+0%	—
99	$CMI	CUMMINS INC	$71,321	0.0%	+0%	58
100	—	iShares TR EAFE (value Etf) - ETF	$70,656	0.0%	+0%	—
101	$COST	COSTCO WHOLESALE CORP /NEW	$70,160	0.0%	+0%	65.9
102	—	First TR Exchng Traded FD VIII FT Vest Quar ETF - ETF	$68,420	0.0%	NEW	—
103	—	Innovator Etfs Trust (emerging MKT PWR) - ETF	$68,310	0.0%	NEW	—
104	$PANW	Palo Alto Networks Inc	$68,204	0.0%	+0%	65.4
105	$IVZ	Invesco Ltd.	$67,510	0.0%	+0%	—
106	$QQQ	INVESCO QQQ TRUST, SERIES 1	$67,224	0.0%	+0%	—
107	$RDDT	Reddit, Inc.	$64,919	0.0%	+0%	79.6
108	—	Vanguard Specialized (funds DIV App Etf) - ETF	$64,412	0.0%	+0%	—
109	$DE	DEERE & CO	$63,433	0.0%	+0%	55.3
110	—	Innovator Etfs Trust (us Small Cap Power Buffer ETF September) - ETF	$61,684	0.0%	NEW	—
111	$TJX	TJX COMPANIES INC /DE/	$61,360	0.0%	+0%	68.4
112	$FBTC	Fidelity Wise Origin Bitcoin Fund	$61,311	0.0%	+0%	—
113	$BAC	BANK OF AMERICA CORP /DE/	$60,475	0.0%	+0%	67.3
114	—	iShares Russell 3000 (index Fund) - ETF	$60,325	0.0%	+0%	—
115	—	Innovator Etfs Trust (GRWT100 PWR BF) - ETF	$59,200	0.0%	NEW	—
116	—	Innovator Etfs Trust (GRWT100 PWR BF) - ETF	$59,020	0.0%	NEW	—
117	$UBER	Uber Technologies, Inc	$57,728	0.0%	+0%	73.3
118	—	Dimensional ETF (trust Emgr Cre EQT MNG) - ETF	$56,762	0.0%	+0%	—
119	$IVZ	Invesco Ltd.	$56,714	0.0%	+0%	—
120	$MPLX	MPLX LP	$56,330	0.0%	+0%	69.7
121	$SPIR	Spire Global, Inc.	$55,800	0.0%	+0%	12.4
122	$BRK.B	BERKSHIRE HATHAWAY INC	$53,542	0.0%	+0%	73.6
123	$OKE	ONEOK INC /NEW/	$52,164	0.0%	+0%	71.5
124	$HON	HONEYWELL INTERNATIONAL INC	$51,497	0.0%	-50%	66.5
125	—	iShares TR Rus Mid (cap Etf) - ETF	$51,408	0.0%	+0%	—
126	$LMT	LOCKHEED MARTIN CORP	$50,946	0.0%	+0%	65.4
127	$RKLB	Rocket Lab Corp	$50,825	0.0%	+0%	39.7
128	$GS	GOLDMAN SACHS GROUP INC	$50,569	0.0%	+0%	73.3
129	$WFC	WELLS FARGO & COMPANY/MN	$50,291	0.0%	-0%	61.5
130	$HBAN	HUNTINGTON BANCSHARES INC /MD/	$44,325	0.0%	+0%	64.7
131	$LH	LABCORP HOLDINGS INC.	$43,661	0.0%	+0%	64.6
132	$CB	Chubb Ltd	$42,593	0.0%	+0%	—
133	$ROST	ROSS STORES, INC.	$42,570	0.0%	+0%	70
134	—	iShares TR MSCI USA (mmentm) - ETF	$41,400	0.0%	+0%	—
135	—	Innovator Etfs TR (equity Dual Directional 10 Buffer ETF -) - ETF	$39,882	0.0%	-73%	—
136	$ADI	ANALOG DEVICES INC	$39,717	0.0%	+0%	79.1
137	$ACGL	ARCH CAPITAL GROUP LTD.	$38,824	0.0%	+0%	—
138	$RTX	RTX Corp	$37,946	0.0%	+0%	73.1
139	$AMD	ADVANCED MICRO DEVICES INC	$37,759	0.0%	-70%	79.7
140	—	SPDR Portfolio S&P (500 Growth Etf) - ETF	$37,125	0.0%	+0%	—
141	$TFC	TRUIST FINANCIAL CORP	$35,621	0.0%	+0%	76.2
142	$CVX	CHEVRON CORP	$34,661	0.0%	+0%	62.6
143	$WEC	WEC ENERGY GROUP, INC.	$34,604	0.0%	+1%	59.8
144	$RBLX	Roblox Corp	$33,607	0.0%	+0%	60.2
145	$XOM.R34088	EXXON MOBIL CORP	$31,133	0.0%	+0%	57.7
146	—	J P Morgan Nasdaq Equity Premium Income ETF - ETF	$30,730	0.0%	+0%	—
147	$SBUX	STARBUCKS CORP	$30,657	0.0%	+0%	57.9
148	—	SPDR Portfolio S&P (500 Value Etf) - ETF	$30,577	0.0%	+0%	—
149	$AME	AMETEK INC/	$29,759	0.0%	+0%	69.5
150	—	Innovator Etfs Trust (intl Developed P) - ETF	$29,713	0.0%	+0%	—

New Positions (14)

Innovator S&P 500 Power Buffer ETF - May - ETF$2.0M

Innovator Etfs Trust (innovator Intl D) - ETF$1.3M

Innovator Etfs Trust US SM Ca PW June - ETF$856,732

Innovator Etfs Trust (us Eqty PWR Buf) - ETF$852,755

Innovator Etfs Trust (equity Defined Protn ETF 1 YR June) - ETF$373,942

Innovator Etfs Trust Emrgng MKT Jan - ETF$86,285

First TR Exchng Traded FD VIII FT Vest Quar ETF - ETF$68,420

Innovator Etfs Trust (emerging MKT PWR) - ETF$68,310

Innovator Etfs Trust (us Small Cap Power Buffer ETF September) - ETF$61,684

Innovator Etfs Trust (GRWT100 PWR BF) - ETF$59,200

Innovator Etfs Trust (GRWT100 PWR BF) - ETF$59,020

$PCT PureCycle Technologies, Inc.$16,220

$RCAT Red Cat Holdings, Inc.$10,650

$CRBP Corbus Pharmaceuticals Holdings, Inc.$4,690

Exited Positions (28)

Innovator Etfs Trust (us Eqty PWR Buf)

Innovator Etfs Trust (international DV)

Innovator Etfs Trust (us Eqty PWR Buf)

Innovator Etfs Trust (us SML CP PWR B)

Innovator Etfs Trust (us Eqty PWR Buf)

Innovator Etfs Trust (equity Dual Dire)

$WT WisdomTree, Inc.

Innovator Etfs Trust (intrnl Dev Jan)

Innovator Etfs Trust (us Small Cap Power Buffer ETF - August)

Innovator Etfs Trust (us Small Cap PWR)

Innovator Etfs Trust (intrnl Dev July)

Innovator Etfs Trust (innovator Intl Developed Power Buffer)

Aim ETF Products (trust US LRGCP B20 Feb)

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for Atlantic Private Wealth, LLC including:

Full 13F portfolio with all holdings

Quarter-over-quarter position changes

Accumulation & distribution patterns

Sector allocation breakdown

Historical portfolio evolution

New positions & complete exits

Concentration analysis

Peer comparison with similar funds

AI-powered portfolio insights

Track Atlantic Private Wealth, LLC's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Atlantic Private Wealth, LLC and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: Atlantic Private Wealth, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Atlantic Private Wealth, LLC (SEC CIK: 1893143), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Atlantic Private Wealth, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.