SEC Form 13F · Q1 2026

Atlantic Private Wealth, LLC

Institutional Holdings Report

13F-HRNC
$153.0M
Portfolio Value
315
Holdings
Q1 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
Atlantic Private Wealth, LLC
CIK
1893143
Accession No.
0001893143-26-000002
Location
CHAPEL HILL, NC
Form Type
13F-HR
Portfolio Value
$153.0M
Holdings Reported
315
Reporting Period
Q1 2026
Filed
May 8, 2026

About this Filing

Atlantic Private Wealth, LLC is an institutional investment manager based in CHAPEL HILL, NC reporting approximately $153.0M in 13(f) securities across 315 positions as of Q1 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.