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 (441 days), 87 trades recorded
- Returns: week n/a · month n/a · 90 days +10.3% · 6 months n/a · 1 year +14.4% · all +14.4%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 29.9% · long · since 2025-06-30
- VTI · 11.3% · long · since 2025-06-30
- VXUS · 5.3% · long · since 2025-06-30
- VXF · 4.3% · long · since 2025-06-30
- IBTM · 4.1% · long · since 2025-06-30
- IBTP · 3.5% · long · since 2025-06-30
- ESGV · 3.3% · long · since 2025-06-30
- IBTH · 2.7% · long · since 2025-06-30
- EAGG · 2.7% · long · since 2025-06-30
- XVV · 2.4% · long · since 2025-06-30
- IBTI · 2.2% · long · since 2026-03-31
- DMXF · 2.2% · long · since 2025-06-30