Atlantic Private Wealth, LLC
Atlantic Private Wealth, LLC is an SEC-registered investment adviser headquartered in Chapel Hill, North Carolina. The firm was founded in 2011, currently employs approximately 5 professionals, and specializes in providing wealth management, financial planning, and investment management services mainly to high net worth individuals, families, and some institutional clients. Operating as a fiduciary, the firm is focused on comprehensive financial solutions and personalized portfolio management.
Investment Strategy
Atlantic Private Wealth employs a bespoke, client-focused investment strategy, primarily managing discretionary portfolios for high net worth clients. The firm's approach includes diversified holdings across ETF and equity positions, concentrating on strategic asset allocation, risk management, and long-term capital appreciation. Their philosophy emphasizes fiduciary duty, transparency, and custom planning to suit individual client objectives and risk profiles. Recent filings reveal an emphasis on broad market ETFs and diversification across asset classes.
Top Holdings
Equity Positions (224)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) | 29.53% | $44.1M | 71,325 | $473.19 | $617.85 | +$3.3M |
V VTI | Vanguard Idx Fund | 11.91% | $17.8M | 58,464 | $246.88 | $303.93 | +$5.2M |
V VXUS | Vanguard Total (international Stock Index Fund) | 4.65% | $6.9M | 100,458 | $61.80 | $69.09 | +$961.2K |
S SGOV | iShares TR 0-3 MNTH (treasry) | 4.28% | $6.4M | 63,440 | $100.69 | $100.69 | +$6.4M |
V VXF | Vanguard Extended (markets Index Fund) | 3.61% | $5.4M | 27,990 | $180.38 | $192.71 | +$738.2K |