Capital A Wealth Management, LLC - Portfolio overview

Capital A Wealth Management, LLC has 418 reported holdings in this dataset, with the latest filing dated 2025-09-26.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB STRATEGIC TR, 3.65%
2. PNC - PNC FINL SVCS GROUP INC, 2.71%
3. HBAN - HUNTINGTON BANCSHARES INC, 2.35%

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

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