13F Filings History of Atlantic Edge Private Wealth Management, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$401,982,196
Signature - Title
Matthew Cochran - Partner
Location
Jacksonville, FL
Summary
This page shows a list of all the recent 13F filings made by Atlantic Edge Private Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Atlantic Edge Private Wealth Management, LLC reported 572 stock holdings with total value $401,982,196 as of Q4 2025. Top holdings included IEFA, JAAA, MINT, IVV, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 572 $401,982,196 +$22,770,670 -$14,184,074 +$8,586,596 IEFA, JAAA, MINT, IVV, IJH 13F-HR 27 Jan 2026, 09:37
Q3 2025 538 $388,927,724 +$10,712,656 -$8,508,571 +$2,204,085 IEFA, JAAA, IJH, MINT, IVV 13F-HR 24 Oct 2025, 14:13
Q2 2025 505 $364,210,709 +$35,289,822 -$24,770,843 +$10,518,979 IEFA, MINT, IJH, JAAA, IVV 13F-HR 30 Jul 2025, 09:54
Q1 2025 498 $327,216,747 +$29,493,100 -$17,570,303 +$11,922,797 IEFA, IJH, MINT, MDY, UITB 13F-HR 29 Apr 2025, 14:00
Q4 2024 482 $322,843,825 +$15,747,038 -$13,703,478 +$2,043,560 IJH, IEFA, MDY, EMXC, MINT 13F-HR 29 Jan 2025, 11:15
Q3 2024 494 $328,526,194 +$22,773,630 -$9,676,314 +$13,097,316 IEFA, IJH, EMXC, MDY, MINT 13F-HR 06 Nov 2024, 09:25
Q2 2024 483 $299,350,451 +$19,901,977 -$6,085,346 +$13,816,631 IEFA, IJH, MINT, EMXC, MDY 13F-HR 26 Jul 2024, 10:55
Q1 2024 487 $290,777,187 +$45,470,158 -$7,857,355 +$37,612,803 IJH, IEFA, MINT, MDY, VCSH 13F-HR 08 May 2024, 11:15
Q4 2023 468 $246,049,040 $0 $0 $0 IJH, IEFA, MINT, MDY, VCSH 13F-HR 08 Feb 2024, 16:32