Capital A Wealth Management, LLC

Q2 2025 13F Holdings

  • Location
    cranberry twp, PA
  • Num holdings

    418

  • Value ($000)

    $8,941

  • Date Filed
    09/26/2025
  • Form type
    13F-HR
  • CIK
    0002055297
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$283.16K
3 %

753

A
AAPL

APPLE INC

COM
037833100
$277.82K
3 %

1,443

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$220.90K
3 %

3,968

P
PNC

PNC FINL SVCS GROUP INC

COM
693475105
$163.68K
2 %

1,057

H
HBAN

HUNTINGTON BANCSHARES INC

COM
446150104
$143.34K
2 %

11,269

A
AMZN

AMAZON COM INC

COM
023135106
$140.85K
2 %

927

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$129.75K
2 %

262

I
IHDG

WISDOMTREE TR

ITL HDG QTLY DIV
97717X594
$124.33K
1 %

2,961

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$110.86K
1 %

400

M
META

META PLATFORMS INC

CL A
30303M102
$104.06K
1 %

294

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