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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Atlantic Private Wealth, LLC

Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001855205-25-000039

Total Value
$149.2M
Positions
237
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (237)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SPY71,325$44.1M29.53%
2Vanguard Idx Fund92290876958,464$17.8M11.91%
3Vanguard Total (international Stock Index Fund)921909768100,458$6.9M4.65%
4iShares TR 0-3 MNTH (treasry)46436E71863,440$6.4M4.28%
5Vanguard Extended (markets Index Fund)92290865227,990$5.4M3.61%
6Vanguard World FD (esg US STK Etf)92191073342,693$4.7M3.14%
7iShares Ibonds Dec 2034 Te TR ETF46438G646176,118$4.5M3.03%
8iShares iBonds Dec 2026 Term Treasury ETF46436E858194,920$4.5M3.00%
9iShares iBonds Dec 2032 Term Treasury ETF46436E296182,643$4.2M2.82%
10iShares TR Esg Awr (us Agrgt)46435U54984,249$4.0M2.68%
11iShares iBonds Dec 2025 Term Treasury ETF46436E866156,985$3.7M2.46%
12Select Sector SPDR (TR Energy)81369Y50641,627$3.5M2.37%
13iShares iBonds Dec 2027 Term Treasury ETF46436E841150,645$3.4M2.27%
14iShares TR Esg SCRND (S&P500)46436E56967,671$3.2M2.16%
15iShares Trust Esg (advanced MSCI EAFE Etf)46436E75941,997$3.1M2.10%
16Vanguard Intl Equity (index FDS Allwrld Ex Us)92204277544,370$3.0M2.00%
17iShares S&P 5004642872002,900$1.8M1.21%
18iShares TR (egsadvncdmsci Em)46436E74233,886$1.5M0.97%
19iShares Trust Ibonds (1-5 Year Treasury Ladder Etf)46438G52149,256$1.2M0.83%
20Coinbase Global IncCOIN3,229$1.1M0.76%
21iShares iBonds Dec 2029 Term Treasury ETF46436E82544,256$970,0980.65%
22Robinhood MKTS Inc7707001029,000$842,6700.56%
23Vanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR)9229087361,857$814,0540.55%
24iShares iBonds Dec 2030 Term Treasury ETF46436E59339,594$785,5350.53%
25Innovator Etfs Trust (equity Def Protn)INHD29,899$728,9820.49%
26Innovator Etfs Trust (equity Jan 20227)INHD24,500$645,5600.43%
27iShares TR Esg SCRD (S&P Mid)46436E55115,450$641,1610.43%
28Innovator Etfs Trust (equity Defined Protn ETF 1 YR April)INHD25,531$639,5520.43%
29iShares TR Esg SCRND (S&P SM)46436E54416,103$636,8640.43%
30iShares iBonds Dec 2031 Term Treasury ETF46436E46029,083$596,1960.40%
31iShares Global Energy ETF46428734114,161$556,3860.37%
32Edwards Lifesciences Corp ComEW5,910$462,2210.31%
33Apple IncAAPL2,140$439,0580.29%
34J P Morgan Exchange Traded Fund Trust JPMorgan Equity Premium Income ETF46641Q3327,043$400,3950.27%
35Tesla MotorsTSLA1,243$394,8010.26%
36J P Morgan Exchange (traded FD Income Etf)46641Q1597,773$360,0450.24%
37Global X FDS S&P 500 (covered)37954Y4758,354$325,3050.22%
38Innovator Etfs Trust (us Eqty Ultra B)INHD8,578$315,5120.21%
39Vanguard Index Funds (S&P 500 ETF Usd)922908363534$303,3280.20%
40Vanguard Tax-Managed (intl FD FTSE Dev MKT Etf)9219438585,289$301,5260.20%
41Wisdomtree TR CBOE (S&P 500)WT8,793$281,7280.19%
42Alphabet Inc Cap STKGOOG1,500$266,0850.18%
43SPDR Dow Jones Indl (average Et Ut Ser 1)78467X109587$258,7770.17%
44Invesco Exch Traded (FD TR II S&P500 Low Vol)IVZ3,542$257,9440.17%
45Select Sector SPDR (trust Technology Select Sector Usd Dis)81369Y8031,012$256,3840.17%
46MicrosoftMSFT495$246,1180.16%
47Vaneck Vectors ETF (TR Semiconductor Et)92189F676869$242,2160.16%
48Nvidia CorporationNVDA1,388$219,3570.15%
49Vanguard Whitehall (FDS Intl High Etf)9219467942,632$210,8500.14%
50Legg Mason ETF Invt (franklin Intl LW)52468L5056,457$210,1750.14%
51iShares TR Intl Sel (div Etf)4642884486,070$209,4760.14%
52Ea Series Trust (alpha Architect 1-3 Month Box Etf)02072L5651,608$181,1890.12%
53iShares TR MSCI USA (min Vol)46429B6971,912$179,4810.12%
54iShares S&P 500 (growth Etf)4642873091,603$176,4500.12%
55Call HOOD @ $37.0 Exp Aug 15, 20257707009022,800$159,3200.11%
56Innovator U.S. Equity Power Buffer ETF - FebruaryINHD4,006$152,2680.10%
57Innovator Etfs Trust (equity Defined Protn ETF 1 YR June)INHD5,790$150,9490.10%
58Innovator Etfs Trust (innovator Intl D)INHD5,438$150,8500.10%
59iShares Russell 2000 (etf)464287655686$147,9630.10%
60Enterprise Products Partners LP2937921074,500$139,5450.09%
61Berkshire HathawayBRK-A273$132,5910.09%
62Vanguard Small Cap (value Etf)922908611673$131,2210.09%
63Sarepta TherapeuticsSRPT7,500$128,2500.09%
64Broadcom Inc Common StockAVGO455$125,3820.08%
65Consumer (discretionary Select Sector SPDR Fund)81369Y407575$124,9650.08%
66Innovator Etfs Trust (us EQT Ultra BFR)INHD3,390$116,3130.08%
67Home DepotHD315$115,3280.08%
68Amazon.Com IncAMZN515$113,0340.08%
69Fidelity Wise Origin (bitcoin Fund)FBTC1,201$112,8820.08%
70iShares TR Rus 1000 (GRW Etf)464287614265$112,5140.08%
71Blackstone Inc Common StockBX750$112,1850.08%
72Invesco Exchange (traded FD TR S&P500 Eql Tec)IVZ2,652$108,1370.07%
73Honeywell438516106459$106,9600.07%
74Intel Corp ComINTC4,722$105,7730.07%
75Invesco Exchange (traded FD TR Nasdaq Internt)IVZ2,000$104,4440.07%
76Markforged Holding57064N20121,500$104,0600.07%
77Visa IncV282$100,1770.07%
78iShares iBonds Dec 2033 Term Treasury ETF46436E1484,066$99,6650.07%
79General DynamicsGD334$97,4850.07%
80American Water Works030420103621$86,3630.06%
81Caterpillar Inc ComCAT215$83,3770.06%
82Invesco Exchange (traded FD TR S&P500 Quality)IVZ1,114$79,4080.05%
83Vanguard Small-Cap (index Fund)922908751334$79,2270.05%
84IBMINTR259$76,3540.05%
85Innovator Etfs Trust (us Small Cap PWR)INHD2,918$75,8430.05%
86Innovator Etfs Trust (us SML CP PWR B)INHD2,479$75,6100.05%
87Uber TechnologiesUBER800$74,6400.05%
88Vanguard Index FDS (vanguard Value ETF Formerly Vanguard)922908744422$74,5840.05%
89Costco Wholesale22160K10575$74,2460.05%
90iShares TR EAFE (GRWTH Etf)464288885639$71,5680.05%
91iShares Russell (1000 Value Etf)464287598364$70,7000.05%
92Wal-MartWMT716$70,0220.05%
93JPMorgan Chase & CoVYLD242$70,0190.05%
94ArrowheadARWR4,000$63,2000.04%
95Oneok Inc ComOKE750$61,2230.04%
96Deere & CoDE116$58,9340.04%
97iShares TR EAFE (value Etf)464288877923$58,5920.04%
98Dominos Pizza IncDPZ125$56,3250.04%
99Invesco Exch Traded (FD TR II S&P 500 Revenue)IVZ528$55,1080.04%
100Vanguard Specialized (funds DIV App Etf)921908844267$54,5900.04%
101PalantirPLTR392$53,4140.04%
102MPLX LP Com Unit Repstg LTD Partner IntMPLXP1,000$51,5100.03%
103Applied Materials Inc038222105275$50,3440.03%
104Invesco QQQ TR Unit (ser 1)IVZ91$50,1230.03%
105TJX Companies Inc872540109400$49,3960.03%
106iShares Russell 3000 (index Fund)464287689140$49,1850.03%
107Lockheed Martin CorpLMT100$46,3140.03%
108Dominion Energy Inc Common StockD800$45,2160.03%
109iShares TR Rus Mid (cap Etf)464287499466$42,8570.03%
110Huntington Bancshares IncHBANP2,500$41,9000.03%
111Labcorp Holdings IncLH156$40,9330.03%
112Palo Alto Networks Inc Common StockPANW200$40,9280.03%
113Dimensional ETF (trust Emgr Cre EQT MNG)25434V3021,412$40,8670.03%
114Abbott LaboratoriesABLZF300$40,8030.03%
115Invesco Exchange (traded FD TR S&P500 Pur GWT)IVZ888$40,6550.03%
116Pepsico IncPEP300$39,6120.03%
117Vanguard Total World Stock Index ETF9220427421,389$38,1720.03%
118Arch Capital Group LTDG0450A105400$36,4200.02%
119Timken CoTKR500$36,2750.02%
120Chubb LTD ComCB125$36,2150.02%
121Goldman Sachs Group IncGSCE50$35,3880.02%
122Alphabet Inc Cap STKGOOG200$35,2460.02%
123Cummins IncCMI100$32,7500.02%
124Innovator Etfs Trust (emerging MKT PWR)INHD1,156$32,6690.02%
125Unitedhealth GroupUNH100$31,1970.02%
126Disney Walt Co Com254687106250$31,0030.02%
127Facebook Inc-Class AMETA42$30,9850.02%
128Truist Finl Corp Com89832Q109715$30,7380.02%
129McCormick & Co Inc Non-VotingMKC-V400$30,3280.02%
130Wec Energy Group IncWEC287$29,8810.02%
131SPDR Portfolio S&P (500 Growth Etf)78464A409312$29,7400.02%
132RaytheonRTX200$29,2040.02%
133iShares TR MSCI USA (mmentm)46432F396121$29,0210.02%
134Chevron Corp.CVX200$28,6380.02%
135iShares S&P 500 (value Etf)464287408144$28,1990.02%
136Salesforce.Com IncCRM100$27,2690.02%
137J P Morgan Exchange-Traded FD TR J P Morgan Nasdaq Equity Premium Income ETF46654Q203500$27,2000.02%
138Ecolab IncECL100$26,9440.02%
139SPDR Portfolio S&P (500 Value Etf)78464A508503$26,3270.02%
140Vulcan Materials Co (holding Co)929160109100$26,0820.02%
141Ross Stores IncROST200$25,5160.02%
142Asml Holding NVASMLF32$25,4160.02%
143First TR Exchange Traded FD IV FT Vest S&P 500 Dividend Aristocrats Target Income ETF33739Q705500$24,5500.02%
144Constellation Brands Inc CL ASTZ150$24,4020.02%
145Pfizer IncPFE1,000$24,2400.02%
146Analog Devices IncADI100$23,8020.02%
147Spire Global Inc Class A Common StockSPIR2,000$23,8000.02%
1483M CoMMM150$22,8360.02%
149Sysco CorpSYY300$22,7220.02%
150Ametek Inc ComAME123$22,2580.01%
151Call SPY @ $670.0 Exp Jun 18, 2026SPY1,000$21,8900.01%
152Boeing Co ComBA-PA100$20,9530.01%
153Danaher Corporation235851102100$19,7540.01%
154SPDR Portfolio S&P (500 Etf)78464A854268$19,5030.01%
155Circle InternetCRCL105$19,0350.01%
156iShares Trust Core (msci EAFE Etf)46432F842226$18,8660.01%
157Starbucks Corp ComSBUX200$18,3260.01%
158Vanguard Large-Cap (index Fund)92290863764$18,2590.01%
159U Haul Holding Company Common StockUHAL-B300$18,1680.01%
160VerizonVZ400$17,3080.01%
161Saul Centers Inc804395101500$17,0700.01%
162Netflix IncNFLX13$17,0610.01%
163Procter & Gamble742718109107$17,0430.01%
164iShares U.S. Small (cap Equity Factor Etf)46434V290250$17,0090.01%
165CSX Corporation ComCSX500$16,3150.01%
166Reddit Inc CL ARDDT100$15,0570.01%
167Call TSLA @ $300.0 Exp Aug 15, 2025TSLA400$14,6800.01%
168Price T Rowe Group IncTROW150$14,4750.01%
169Microchip Technology IncMCHPP200$14,0740.01%
170Nextera Energy IncNEE-PW200$13,8840.01%
171CVS HealthCVS200$13,7960.01%
172Viking TherapeuticsVKTX500$13,2500.01%
173BK Of America Corp060505104267$12,6340.01%
174iShares Inc Core (msci Emerging MKTS Etf)46434G103205$12,2800.01%
175iShares Core S&P (small-Cap E)464287804103$11,2820.01%
176Put SPY @ $500.0 Exp Jun 18, 2026SPY1,000$10,6600.01%
177ApellisAPLS600$10,3860.01%
178Digitalbridge GroupDBRG-PJ1,002$10,3740.01%
179Vanguard Intl Equity (index FDS FTSE Europe Etf)922042874122$9,4550.01%
180Medtronic PLCMDT100$8,7170.01%
181Clene IncCLNN2,205$8,6220.01%
182Vanguard Intl Equity (index FDS FTSE Pacific Etf)922042866101$8,3000.01%
183Cisco SystemsCSCO116$8,0230.01%
184Vanguard Intl Equity (index FDS FTSE Emr MKT Etf)922042858159$7,8640.01%
185iShares 20 Year Treasury Bond ETF46428743284$7,4010.00%
186Capital One14040H10531$6,6700.00%
187Bank Of New York06405810070$6,3780.00%
188Schwab Strategic TR (us Mid-Cap Etf)808524508217$6,0940.00%
189SPDR Portfolio S&P (600 Small Cap Etf)78468R853130$5,5220.00%
190Wabtec Corp Com92974010826$5,4430.00%
191Morningstar IncMORN16$5,0230.00%
192SPDR Portfolio S&P (400 Mid Cap Etf)78464A84790$4,8940.00%
193GE Vernova Inc ComGEV8$4,4130.00%
194Arvinas Inc ComARVN577$4,2470.00%
195Snap Inc CL ASNAP482$4,1890.00%
196AT&T Inc Com Usd1T-PC138$4,0050.00%
197iShares Trust 1-3 (year Treasury Bond Etf)46428745748$3,9400.00%
198Shopify Inc Com NPVSHOP34$3,9360.00%
199iShares iBoxx $ (investment Grade Corporate Bond Etf)46428724235$3,8660.00%
200Barclays PLCBCLYF203$3,7790.00%
201Moderna Inc ComMRNA136$3,7520.00%
202iShares TR Core MSCI (total)46432F83448$3,6900.00%
203Gilead Sciences IncGILD29$3,2480.00%
204Applovin Corp Com CLAPP8$2,9720.00%
205Amphenol Corp Class03209510128$2,7420.00%
206Philip Morris International71817210914$2,5720.00%
207PBF Energy Inc ComPBF115$2,4870.00%
208Enerpac Tool GroupEPAC58$2,3520.00%
209General Electric Co3696043019$2,3370.00%
210iShares TR Rus 2000 (GRW Etf)4642876488$2,2870.00%
211British American11044810748$2,2750.00%
212Verisign IncVRSN8$2,2700.00%
213Jabil Inc ComJBL10$2,2200.00%
214Snowflake Inc CL ASNOW10$2,2150.00%
215Banco Santander S.A.BCDRF265$2,2000.00%
216Unum GroupUNMA23$1,8940.00%
217Alibaba GroupBBAAY17$1,8830.00%
218Vistra Corp ComVST10$1,8660.00%
219Natwest Group PLCRBSPF129$1,8280.00%
220Howmet Aerospace IncHWM9$1,7510.00%
221Fox Corp CL A ComFOX29$1,6250.00%
222Carvana Co CL ACVNA4$1,4080.00%
223NRG Energy IncNRG9$1,3700.00%
224iShares S&P Midcap (400 Index Fund)46428750721$1,3070.00%
225iShares Preferred And Income Securities ETF46428868737$1,1330.00%
226Merck &co. Inc ComMRK13$1,0140.00%
227Wolfspeed Inc ComWOLF2,339$9330.00%
228Carters Inc ComCRI29$8740.00%
229Crispr TherapeuticsCRSP15$7300.00%
230Norwegian CruiseNCLH30$6080.00%
231Toronto DominionTORO8$5880.00%
232Sangamo TherapeuticsSGMO1,000$5410.00%
233Take-Two InteractiveTTWO2$4860.00%
234Joby Aviation IncJOBY-WT30$3170.00%
235ExxonMobilXOM1$1160.00%
236Oatly Group Ab SponOTLY8$950.00%
237OpendoorOPENZ13$70.00%