Capital A Wealth Management, LLC
CIK 2055297
13F portfolio (2025-Q2)
$9M
Positions
418
As reported on this filer's Form 13F for 2025-Q2, filed 2025-09-26. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | MSFT | MICROSOFT CORP |
| 2 | AAPL | APPLE INC |
| 3 | SCHB | SCHWAB STRATEGIC TR |
| 4 | PNC | PNC FINL SVCS GROUP INC |
| 5 | HBAN | HUNTINGTON BANCSHARES INC |
Top holdings — weights and history with Pro
This 13F filer is outside the free plan's window — the 50 largest filers by portfolio value plus our curated roster of managers. It is in neither group. Unlock everything with Pro — $29.99/moSee it live on AAPL →