Atlantic Private Wealth, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 303 separate positions held by the firm.
The portfolio is diversified across a wide range of sectors, with technology and healthcare stocks representing significant portions of the portfolio. The firm holds a substantial position in Apple Inc., with 5,988 shares, and significant stakes in Microsoft (807 shares) and Nvidia (2,660 shares). Other notable technology holdings include Broadcom (300 shares), Meta Platforms (1,721 shares), Amazon (370 shares), and Alphabet (1,972 shares combined across Class A and Class C stock). In the healthcare sector, the firm lists Eli Lilly (269 shares), Edwards Lifesciences (5,910 shares), Amgen (3 shares), and Johnson & Johnson (14 shares).
The filing also includes a significant allocation to exchange-traded funds (ETFs). The firm holds large positions in the iShares S&P 500 ETF (2,711 shares), the iShares Core S&P 500 ETF (20,278 shares), and the iShares S&P 500 Growth ETF (1,417 shares). Additionally, the firm holds positions in the Invesco S&P 500 Revenue ETF (530 shares) and the Invesco S&P 500 Low Volatility ETF (3,523 shares).
The filing identifies Andrew Blass as the Founder and Managing Director responsible for the management of the firm's assets.
