Capital A Wealth Management, LLC

Q1 2025 13F Combination Report, Stock Holdings

Signature - Title
Michael D Richards Jr - Chief Compliance Officer
Location
New Castle, PA
Holdings as of
March 31, 2025
Value $
$95.4M
Num holdings
709
Date filed
5/2/2025, 12:44 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included EFV, EFG, CTA, IEMG, and IXUS.
Previous filing
Q4 2024 - Feb 26, 2025
Next filing
Q2 2025 - Sep 26, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Michael D Richards Jr Chief Compliance Officer Cranberry Twp., Pennsylvania 5/2/2025

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