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Matthew Cochran

Atlantic Edge Private Wealth Management, Llc

Assets Managed
$489.359M
Holdings
613
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
20.21%(2Q avg: 10.67%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlantic Edge Private Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 613 positions.

Assets under management

The assets under management (AUM) of Atlantic Edge Private Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 489.359M in assets, with a quarterly growth rate of 20.21% and a 2-quarter average growth rate of 10.67%. The portfolio is managed by Matthew Cochran, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -2.93%
5.58%
$27.271M
282,364 shares@ $96.58 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 43.81%
5.23%
$25.585M
250,102 shares@ $102.31 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 0.55%
4.88%
$23.833M
472,036 shares@ $50.49 avg price
UITB
Victoryshares Core Intermedi
Recent Activity
Increased 71.03%
4.42%
$21.585M
460,836 shares@ $46.84 avg price
KLAC
Kla Corp
Recent Activity
Increased 831.66%
3.7%
$18.077M
59,915 shares@ $301.72 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 1.81%
3.68%
$17.98M
233,171 shares@ $77.11 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.35%
3.62%
$17.71M
23,648 shares@ $748.89 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Increased 1.07%
3.25%
$15.891M
22,594 shares@ $703.35 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -6.88%
2.9%
$14.148M
170,783 shares@ $82.84 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.85%
2.82%
$13.799M
47,687 shares@ $289.36 avg price

1-10 of 613