StockDriftsStockDriftsTop 50 Capital A Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.17% | 753 | $283K | — | — | — | 2025-06-30 |
| AAPL | APPLE INC | 3.11% | 1.4K | $278K | — | — | — | 2025-06-30 |
| SCHB | SCHWAB STRATEGIC TR | 2.47% | 4.0K | $221K | — | — | — | 2025-06-30 |
| PNC | PNC FINL SVCS GROUP INC | 1.83% | 1.1K | $164K | — | — | — | 2025-06-30 |
| HBAN | HUNTINGTON BANCSHARES INC | 1.6% | 11.3K | $143K | — | — | — | 2025-06-30 |
| AMZN | AMAZON COM INC | 1.58% | 927 | $141K | — | — | — | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 1.45% | 262 | $130K | — | — | — | 2025-06-30 |
| IHDG | WISDOMTREE TR | 1.39% | 3.0K | $124K | — | — | — | 2025-06-30 |
| IJH | ISHARES TR | 1.24% | 400 | $111K | — | — | — | 2025-06-30 |
| META | META PLATFORMS INC | 1.16% | 294 | $104K | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Capital A Wealth Management, Llc reports $8.94M in US-listed equity holdings across 591 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (3.2%), AAPL (3.1%) and SCHB (2.5%). The top 20 holdings account for 29.56% of reported assets. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Capital A Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055297). View Capital A Wealth Management, Llc’s 13F filings on SEC