Capital A Wealth Management, LLC
Q1 2025 13F Holdings
- Locationnew castle, PA
- Num holdings
709
- Value ($000)
$95,399
- Date Filed05/02/2025
- Form type13F-HR
- CIK0002055297
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $9.28M | 10 % | 157,495 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $8.73M | 9 % | 87,299 | ||
CTA SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 | $8.60M | 9 % | 290,509 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $5.96M | 6 % | 110,374 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $5.50M | 6 % | 78,819 | ||
JPRE J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | 46641Q126 | $5.49M | 6 % | 113,982 | ||
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $5.32M | 6 % | 89,163 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $3.45M | 4 % | 57,310 | ||
AAPL APPLE INC | COM | 037833100 | $2.80M | 3 % | 12,610 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $2.25M | 2 % | 36,424 |
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