Capital A Wealth Management, LLC — 13F holdings

Capital A Wealth Management, LLC reported 591 holdings worth $8.94M in its 13F filing for Q2 2025, filed September 26, 2025.

Largest positions

  1. MSFT MICROSOFT CORP — $283K (3.2%)
  2. AAPL APPLE INC — $278K (3.1%)
  3. SCHB Schwab Strategic Tr — $221K (2.5%)
  4. PNC PNC FINL SVCS GROUP INC — $164K (1.8%)
  5. HBAN HUNTINGTON BANCSHARES INC — $143K (1.6%)
  6. AMZN AMAZON COM INC — $141K (1.6%)
  7. NVDA NVIDIA CORPORATION — $130K (1.5%)
  8. IHDG WISDOMTREE TR — $124K (1.4%)
  9. IJH ISHARES TR — $111K (1.2%)
  10. META META PLATFORMS INC — $104K (1.2%)