Instuitional Investor - Atlantic Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Atlantic Private Wealth, Llc |
| Portfolio Value | $135,282,323 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 72,883 | $40,770,067 | 30.14% | |
| 2. | Vanguard Idx Fund - ETF | 45,839 | $12,598,316 | 9.31% | |
| 3. | Ishares Ibonds Dec 2025 Term Treasury Etf | 322,973 | $7,547,876 | 5.58% | |
| 4. | Vanguard Total (International Stock Index Fund) - ETF | 96,288 | $5,979,466 | 4.42% | |
| 5. | Vanguard Extended (Markets Index Fund) - ETF | 27,027 | $4,655,679 | 3.44% |
