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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 Q3 2025 · Filed November 3, 2025 · Accession 0001893143-25-000003

Total Value
$154.8M
Positions
239
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (239)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SPY70,133$46.7M30.18%
2Vanguard Idx Fund92290876954,817$18.0M11.62%
3Vanguard Total (international Stock Index Fund)921909768104,016$7.6M4.94%
4iShares TR 0-3 MNTH (treasry)46436E71868,891$6.9M4.48%
5Vanguard Extended (markets Index Fund)92290865228,524$6.0M3.86%
6iShares iBonds Dec 2034 Term Treasury ETF46438G646219,045$5.7M3.67%
7iShares iBonds Dec 2026 Term Treasury ETF46436E858238,147$5.5M3.53%
8Vanguard World FD (esg US STK Etf)92191073342,591$5.0M3.26%
9iShares iBonds Dec 2032 Term Treasury ETF46436E296199,159$4.6M2.98%
10iShares TR Esg Awr (us Agrgt)46435U54982,473$4.0M2.56%
11iShares iBonds Dec 2027 Term Treasury ETF46436E841169,097$3.8M2.46%
12iShares TR Esg SCRND (S&P500)46436E56967,671$3.5M2.25%
13Select Sector SPDR (TR Energy)81369Y50637,858$3.4M2.18%
14iShares Trust Esg (advanced MSCI EAFE Etf)46436E75942,007$3.2M2.05%
15Vanguard Intl Equity (index FDS Allwrld Ex Us)92204277544,371$3.2M2.05%
16iShares S&P 5004642872003,379$2.3M1.46%
17iShares TR (egsadvncdmsci Em)46436E74233,896$1.5M0.99%
18Coinbase Global IncCOIN3,229$1.1M0.70%
19iShares iBonds Dec 2029 Term Treasury ETF46436E82542,399$930,8780.60%
20Vanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR)9229087361,858$891,3130.58%
21Innovator Etfs Trust (equity Def Protn)INHD29,899$746,2790.48%
22J P Morgan Exchange Traded Fund Trust JPMorgan Equity Premium Income ETF46641Q33212,054$688,2830.44%
23iShares TR Esg SCRND (S&P SM)46436E54416,113$685,7680.44%
24iShares TR Esg SCRD (S&P Mid)46436E55115,460$677,9130.44%
25Innovator Etfs Trust (eqt Defined PRTCTN ETF 2 YR To July 2025)INHD22,795$667,5520.43%
26iShares iBonds Dec 2030 Term Treasury ETF46436E59333,563$667,0710.43%
27Innovator Etfs Trust (equity Jan 20227)INHD24,500$662,2350.43%
28Innovator Etfs Trust (equity Defined Protn ETF 1 YR April)INHD25,531$649,5090.42%
29Innovator U.S. Equity Power Buffer ETF - AugustINHD14,801$628,5980.41%
30iShares iBonds Dec 2031 Term Treasury ETF46436E46026,108$537,0430.35%
31Apple IncAAPL2,040$519,3470.34%
32Innovator Etfs Trust (us Eqty PWR Buf)INHD11,587$497,6620.32%
33Alphabet Inc Cap STKGOOG1,959$477,1250.31%
34Edwards Lifesciences Corp ComEW5,910$459,6210.30%
35Innovator Etfs Trust (innovator International Developed Power)INHD14,366$400,4130.26%
36J P Morgan Exchange (traded FD Income Etf)46641Q1597,773$360,7450.23%
37Global X FDS S&P 500 (covered)37954Y4758,354$327,9780.21%
38Vanguard Index Funds (S&P 500 ETF Usd)922908363534$327,0110.21%
39Vanguard Tax-Managed (intl FD FTSE Dev MKT Etf)9219438585,289$316,9170.20%
40Innovator Etfs Trust (us Eqty PWR Buf)INHD6,800$310,0800.20%
41SPDR Dow Jones Indl (average Et Ut Ser 1)78467X109665$308,5870.20%
42Wisdomtree TR CBOE (S&P 500)WT8,793$292,5430.19%
43Select Sector SPDR (trust Technology Select Sector Usd Dis)81369Y8031,012$285,3710.18%
44Vaneck Vectors ETF (TR Semiconductor Et)92189F676869$283,4540.18%
45Invesco Exch Traded (FD TR II S&P500 Low Vol)IVZ3,542$260,2810.17%
46MicrosoftMSFT495$256,3990.17%
47Nvidia CorporationNVDA1,238$231,0510.15%
48Legg Mason ETF Invt (franklin Intl LW)52468L5056,457$224,3810.14%
49Vanguard Whitehall (FDS Intl High Etf)9219467942,632$222,8780.14%
50iShares TR Intl Sel (div Etf)4642884486,070$221,8590.14%
51Ea Series Trust (alpha Architect 1-3 Month Box Etf)02072L5651,796$204,4930.13%
52iShares S&P 500 (growth Etf)4642873091,586$191,5070.12%
53iShares TR MSCI USA (min Vol)46429B6971,912$181,9090.12%
54iShares Russell 2000 (etf)464287655686$165,9070.11%
55Berkshire HathawayBRK-A327$164,3710.11%
56Innovator Etfs Trust (us Small Cap Power Buffer ETF - August)INHD6,189$160,9030.10%
57Intel Corp ComINTC4,722$158,4230.10%
58Broadcom Inc Common StockAVGO455$150,0630.10%
59Flexshares Trust (international Quality DIV Idx)FLEX5,229$149,2100.10%
60Sarepta TherapeuticsSRPT7,650$147,4160.10%
61Dover Corp ComDOV858$143,1400.09%
62Global X FDS Russell (2000)37954Y4599,411$141,6360.09%
63Enterprise Products Partners LP2937921074,500$140,7150.09%
64Vanguard Small Cap (value Etf)922908611673$140,4930.09%
65ArrowheadARWR4,000$137,9600.09%
66Consumer (discretionary Select Sector SPDR Fund)81369Y407575$137,7930.09%
67Blackstone Inc Common StockBX750$128,1380.08%
68Home DepotHD315$127,4540.08%
69Innovator Etfs Trust (us Small Cap PWR)INHD4,902$124,8540.08%
70iShares TR Rus 1000 (GRW Etf)464287614265$124,1290.08%
71Fidelity Wise Origin (bitcoin Fund)FBTC1,201$119,8720.08%
72Invesco Exchange (traded FD TR S&P500 Eql Tec)IVZ2,652$118,2130.08%
73General DynamicsGD335$114,3210.07%
74Amazon.Com IncAMZN515$113,1270.07%
75Invesco Exchange (traded FD TR Nasdaq Internt)IVZ2,000$111,6840.07%
76Innovator Etfs Trust (intrnl Dev July)INHD3,394$110,9360.07%
77Caterpillar Inc ComCAT216$102,8500.07%
78iShares iBonds Dec 2033 Term Treasury ETF46436E1483,969$97,8350.06%
79Honeywell438516106461$97,0240.06%
80Visa IncV282$96,3200.06%
81American Water Works030420103624$86,9150.06%
82Vanguard Small-Cap (index Fund)922908751334$85,0110.05%
83Innovator Etfs Trust (us Small Cap Power Buffer ETF May)INHD3,000$82,7500.05%
84Invesco Exchange (traded FD TR S&P500 Quality)IVZ1,114$81,6700.05%
85Uber TechnologiesUBER800$78,3760.05%
86JPMorgan Chase & CoVYLD242$76,1830.05%
87iShares Russell (1000 Value Etf)464287598364$74,1070.05%
88Wal-MartWMT716$73,8030.05%
89IBMINTR259$73,0850.05%
90iShares TR EAFE (GRWTH Etf)464288885639$72,7690.05%
91Costco Wholesale22160K10575$69,4220.04%
92iShares TR EAFE (value Etf)464288877923$62,6070.04%
93Vanguard Index FDS (vanguard Value ETF Formerly Vanguard)922908744317$59,1170.04%
94Invesco Exch Traded (FD TR II S&P 500 Revenue)IVZ528$58,4740.04%
95TJX Companies Inc872540109400$57,8160.04%
96Vanguard Specialized (funds DIV App Etf)921908844268$57,8000.04%
97Applied Materials Inc038222105275$56,3040.04%
98Oneok Inc ComOKE750$54,7280.04%
99Invesco QQQ TR Unit (ser 1)IVZ91$54,6070.04%
100Dominos Pizza IncDPZ125$53,9640.03%
101iShares Russell 3000 (index Fund)464287689140$53,2320.03%
102Deere & CoDE116$52,9960.03%
103MPLX LP Com Unit Repstg LTD Partner IntMPLXP1,000$49,9500.03%
104Lockheed Martin CorpLMT100$49,9210.03%
105Dominion Energy Inc Common StockD800$48,9360.03%
106Alphabet Inc Cap STKGOOG200$48,6200.03%
107Vanguard Total World Stock Index ETF9220427421,547$45,7170.03%
108iShares TR Rus Mid (cap Etf)464287499466$44,9910.03%
109Labcorp Holdings IncLH156$44,7620.03%
110Dimensional ETF (trust Emgr Cre EQT MNG)25434V3021,412$44,5090.03%
111Huntington Bancshares IncHBANP2,500$43,1750.03%
112Call SPY @ $670.0 Exp Jun 18, 2026SPY1,000$42,7600.03%
113Invesco Exchange (traded FD TR S&P500 Pur GWT)IVZ888$42,3870.03%
114Cummins IncCMI100$42,2370.03%
115Pepsico IncPEP300$42,1320.03%
116Palo Alto Networks Inc Common StockPANW200$40,7240.03%
117Abbott LaboratoriesABLZF300$40,1820.03%
118Goldman Sachs Group IncGSCE50$39,8180.03%
119Timken CoTKR502$37,7580.02%
120Arch Capital Group LTDG0450A105400$36,2920.02%
121Chubb LTD ComCB125$35,2810.02%
122Unitedhealth GroupUNH100$34,5300.02%
123RaytheonRTX200$33,4660.02%
124Wec Energy Group IncWEC289$33,1350.02%
125Spire Global Inc Class A Common StockSPIR3,000$32,9700.02%
126Truist Finl Corp Com89832Q109715$32,6900.02%
127SPDR Portfolio S&P (500 Growth Etf)78464A409312$32,6070.02%
128Chevron Corp.CVX200$31,0580.02%
129iShares TR MSCI USA (mmentm)46432F396121$30,9690.02%
130Facebook Inc-Class AMETA42$30,8290.02%
131Asml Holding NVASMLF32$30,7710.02%
132Vulcan Materials Co (holding Co)929160109100$30,7620.02%
133Innovator Etfs Trust (equity Defined Protn ETF 2 YR To April)INHD1,194$30,5780.02%
134Ross Stores IncROST200$30,4780.02%
135J P Morgan Exchange-Traded FD TR J P Morgan Nasdaq Equity Premium Income ETF46654Q203500$28,7600.02%
136Disney Walt Co Com254687106250$28,6250.02%
137SPDR Portfolio S&P (500 Value Etf)78464A508503$27,8310.02%
138Ecolab IncECL100$27,3860.02%
139McCormick & Co Inc Non-VotingMKC-V400$26,7640.02%
140Innovator Etfs Trust (innovator Intl D)INHD910$25,8440.02%
141Pfizer IncPFE1,002$25,5310.02%
142Sysco CorpSYY300$24,7020.02%
143First TR Exchange Traded FD IV FT Vest S&P 500 Dividend Aristocrats Target Income ETF33739Q705500$24,6550.02%
144Analog Devices IncADI100$24,5700.02%
145Salesforce.Com IncCRM100$23,7000.02%
146Procter & Gamble742718109152$23,3900.02%
1473M CoMMM150$23,2770.02%
148Ametek Inc ComAME123$23,1240.01%
149Healthcare RLTY TR42226K1051,260$22,7180.01%
150Boeing Co ComBA-PA100$21,5830.01%
151Tesla MotorsTSLA48$21,2750.01%
152SPDR Portfolio S&P (500 Etf)78464A854269$21,0830.01%
153Constellation Brands Inc CL ASTZ150$20,2010.01%
154iShares Short Treasury Bond ETF464288679181$20,0070.01%
155Danaher Corporation235851102100$19,8260.01%
156iShares Trust Core (msci EAFE Etf)46432F842226$19,7320.01%
157Vanguard Large-Cap (index Fund)92290863764$19,7030.01%
158iShares U.S. Small (cap Equity Factor Etf)46434V290250$18,6110.01%
159PalantirPLTR99$18,0290.01%
160CSX Corporation ComCSX500$17,7550.01%
161VerizonVZ400$17,5800.01%
162Starbucks Corp ComSBUX200$16,9200.01%
163Saul Centers Inc804395101500$15,9350.01%
164Price T Rowe Group IncTROW150$15,3960.01%
165Iron Mountain Inc46284V101150$15,2910.01%
166Netflix IncNFLX13$15,2740.01%
167Nextera Energy IncNEE-PW200$15,0980.01%
168CVS HealthCVS200$15,0780.01%
169BK Of America Corp060505104267$13,7750.01%
170ApellisAPLS600$13,5780.01%
171iShares Inc Core (msci Emerging MKTS Etf)46434G103205$13,4850.01%
172Clene IncCLNN2,205$13,2850.01%
173Viking TherapeuticsVKTX500$13,1400.01%
174Microchip Technology IncMCHPP200$12,8440.01%
175Rocket Lab Corp ComRKLB260$12,4570.01%
176iShares Core S&P (small-Cap E)464287804104$12,3130.01%
177Digitalbridge GroupDBRG-PJ1,003$11,7370.01%
178Vanguard Intl Equity (index FDS FTSE Europe Etf)922042874122$9,7360.01%
179Medtronic PLCMDT100$9,5240.01%
180Vanguard Intl Equity (index FDS FTSE Pacific Etf)922042866101$8,8720.01%
181Vanguard Intl Equity (index FDS FTSE Emr MKT Etf)922042858159$8,6150.01%
182Cisco SystemsCSCO116$7,9120.01%
183Eastern BanksharesEBC432$7,8410.01%
184Bank Of New York06405810070$7,6270.00%
185iShares 20 Year Treasury Bond ETF46428743285$7,5800.00%
186Capital One14040H10531$6,6650.00%
187Abbvie Inc ComABBV28$6,4830.00%
188Schwab Strategic TR (us Mid-Cap Etf)808524508218$6,4670.00%
189Applovin Corp Com CLAPP8$6,1000.00%
190SPDR Portfolio S&P (600 Small Cap Etf)78468R853130$6,0280.00%
191Put SPY @ $500.0 Exp Jun 18, 2026SPY1,000$5,8900.00%
192Wabtec Corp Com92974010826$5,2120.00%
193SPDR Portfolio S&P (400 Mid Cap Etf)78464A84790$5,1650.00%
194GE Vernova Inc ComGEV8$5,1280.00%
195Shopify Inc Com NPVSHOP34$5,0710.00%
196Arvinas Inc ComARVN577$4,9160.00%
197Welltower Inc ComWELL25$4,4540.00%
198Schlumberger LimitedSLB128$4,3990.00%
199Barclays PLCBCLYF203$4,2010.00%
200TakedaTKPHF275$4,0260.00%
201iShares Trust 1-3 (year Treasury Bond Etf)46428745748$3,9820.00%
202iShares iBoxx $ (investment Grade Corporate Bond Etf)46428724236$3,9760.00%
203iShares TR Core MSCI (total)46432F83448$3,9420.00%
204AT&T Inc Com Usd1T-PC138$3,9080.00%
205Snap Inc CL ASNAP482$3,7160.00%
206Morningstar IncMORN16$3,7120.00%
207Moderna Inc ComMRNA136$3,5130.00%
208PBF Energy Inc ComPBF116$3,4990.00%
209Amphenol Corp Class03209510128$3,4370.00%
210Gilead Sciences IncGILD29$3,2520.00%
211Alibaba GroupBBAAY17$2,9670.00%
212Banco Santander S.A.BCDRF265$2,7780.00%
213General Electric Co3696043019$2,7310.00%
214iShares TR Rus 2000 (GRW Etf)4642876488$2,5600.00%
215British American11044810748$2,5520.00%
216Enerpac Tool GroupEPAC58$2,3780.00%
217Philip Morris International71817210914$2,2900.00%
218Snowflake Inc CL ASNOW10$2,2330.00%
219Jabil Inc ComJBL10$2,2110.00%
220Verisign IncVRSN8$2,1970.00%
221Vistra Corp ComVST10$1,8870.00%
222Howmet Aerospace IncHWM9$1,8470.00%
223Natwest Group PLCRBSPF129$1,8280.00%
224Unum GroupUNMA23$1,8240.00%
225Carvana Co CL ACVNA4$1,5770.00%
226NRG Energy IncNRG9$1,3810.00%
227iShares S&P Midcap (400 Index Fund)46428750721$1,3790.00%
228iShares Preferred And Income Securities ETF46428868738$1,1870.00%
229Crispr TherapeuticsCRSP15$9720.00%
230Carters Inc ComCRI29$8180.00%
231Norwegian CruiseNCLH30$7390.00%
232Sangamo TherapeuticsSGMO1,000$6730.00%
233Toronto DominionTORO8$6400.00%
234Wolfspeed Inc CommonWOLF20$5720.00%
235Take-Two InteractiveTTWO2$5170.00%
236Joby Aviation IncJOBY-WT30$4840.00%
237Oatly Group Ab SponOTLY8$1300.00%
238ExxonMobilXOM1$1220.00%
239OpendoorOPENZ13$1040.00%