Instuitional Investor - Atlantic Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Atlantic Private Wealth, Llc |
| Portfolio Value | $132,768,168 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 78,697 | $46,122,865 | 34.73% | |
| 2. | Vanguard Idx Fund - ETF | 47,833 | $13,862,534 | 10.44% | |
| 3. | Ishares Ibonds Dec 2025 Term Treasury Etf | 382,633 | $8,923,009 | 6.72% | |
| 4. | Vanguard Total (International Stock Index Fund) - ETF | 108,942 | $6,419,935 | 4.83% | |
| 5. | Vanguard Extended (Markets Index Fund) - ETF | 30,623 | $5,817,746 | 4.38% |
