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
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$283.16K
3 %

753

AAPL
AAPL

APPLE INC

COM
037833100
$277.82K
3 %

1,443

SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$220.90K
3 %

3,968

PNC
PNC

PNC FINL SVCS GROUP INC

COM
693475105
$163.68K
2 %

1,057

HBAN
HBAN

HUNTINGTON BANCSHARES INC

COM
446150104
$143.34K
2 %

11,269

AMZN
AMZN

AMAZON COM INC

COM
023135106
$140.85K
2 %

927

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$129.75K
2 %

262

IHDG
IHDG

WISDOMTREE TR

ITL HDG QTLY DIV
97717X594
$124.33K
1 %

2,961

IJH
IJH

ISHARES TR

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

400

META
META

META PLATFORMS INC

CL A
30303M102
$104.06K
1 %

294

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