Capital A Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    new castle, PA
  • CIK
    0002055297
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

709

$95.40 M
EFV, EFG, CTA, IEMG
13F-HR
May 2, 2025
000205529725000004

846

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