AUA CAPITAL MANAGEMENT, LLC - Portfolio overview

AUA CAPITAL MANAGEMENT, LLC has 84 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 27.72%
2. EFA - ISHARES TR, 5.79%
3. AAPL - APPLE INC, 4.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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