Capital A Wealth Management, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    cranberry twp, PA
  • CIK
    0002055297
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

418

$8.94M
MSFT, AAPL, SCHB, PNC
13F-HR
Sep 26, 2025
000205529725000008

709

$95.4M
EFV, EFG, CTA, IEMG
13F-HR
May 2, 2025
000205529725000004

846

$60.25M
QUAL, IVW, DYNF, EFG
13F-HR
Feb 26, 2025
000205529725000002