Long-term investor
Atlantic Private Wealth, LLC @atlanticprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001893143).
Record
- Tracked since 2025-06-30 (431 days), 87 trades recorded
- Returns: week n/a · month n/a · 90 days +10.3% · 6 months +8.1% · 1 year +14.4% · all +14.4%
- Max drawdown -2.2% · Sharpe 0.78 · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MDY · 29.9% · long · since 2025-06-30
- 922908769 · 11.3% · long · since 2025-06-30
- 921909768 · 5.3% · long · since 2025-06-30
- 922908652 · 4.3% · long · since 2025-06-30
- 46436E296 · 4.1% · long · since 2025-06-30
- 46438G646 · 3.5% · long · since 2025-06-30
- 921910733 · 3.3% · long · since 2025-06-30
- 46436E841 · 2.7% · long · since 2025-06-30
- 46435U549 · 2.7% · long · since 2025-06-30
- 46436E569 · 2.4% · long · since 2025-06-30
- 46436E833 · 2.2% · long · since 2026-03-31
- 46436E759 · 2.2% · long · since 2025-06-30
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