Capital A Wealth Management, LLC

13F Filings History

Latest 13F report
Q2 2025 - Sep 26, 2025
Value $
$7.84M
Signature - Title
Brandon Domenick - Chief Compliance Officer
Location
New Castle, PA
Summary
This page shows a list of all the recent 13F filings made by Capital A Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Capital A Wealth Management, LLC reported 418 stock holdings with total value $7.84M as of Q2 2025. Top holdings included MSFT, AAPL, PNC, HBAN, and AMZN.
Holdings Value

List of Other Managers Reporting for Capital A Wealth Management, LLC:

Name Holdings Value Location File Number
AE Wealth Management LLC $13.7B Topeka, KS 028-17779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 418 $7.84M +$4.58M -$84.6M -$80M MSFT, AAPL, PNC, HBAN, AMZN 13F-HR 9/25/2025, 06:05 PM
Q1 2025 709 $95.4M +$58.5M -$20.5M +$38M EFV, EFG, CTA, IEMG, IXUS 13F-HR 5/2/2025, 12:44 PM
Q4 2024 846 $60.2M $0 $0 QUAL, IVW, DYNF, EFG, AMZN 13F-HR 2/26/2025, 02:37 PM