SEC Form 13F · Q2 2026

Atlantic Private Wealth, LLC

Institutional Holdings Report

13F-HRNC
$163.2M
Portfolio Value
301
Holdings
Q2 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
Atlantic Private Wealth, LLC
CIK
1893143
Accession No.
0001893143-26-000003
Location
CHAPEL HILL, NC
Form Type
13F-HR
Portfolio Value
$163.2M
Holdings Reported
301
Reporting Period
Q2 2026
Filed
August 11, 2026

About this Filing

Atlantic Private Wealth, LLC is an institutional investment manager based in CHAPEL HILL, NC reporting approximately $163.2M in 13(f) securities across 301 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.