Capital A Wealth Management, LLC
Capital A Wealth Management, LLC is an independent Registered Investment Adviser headquartered in New Castle, Pennsylvania. Founded in 2020, the firm provides personalized wealth management, investment advisory, and financial planning services to individuals and families. Their focus is on helping clients understand their financial situation and making informed investment decisions. The firm employs a small team dedicated to client service and fiduciary standards.
Investment Strategy
Capital A Wealth Management, LLC pursues a client-centric investment approach, tailoring strategies to individual risk tolerance and financial objectives. The firm provides investment advisory services, utilizing allocations across multiple asset classes including equities, fixed income, and alternative investments. Portfolios reflect diversification principles and leverage third-party custodians and platforms, with an emphasis on long-term growth and risk management. Securities are offered through affiliated broker-dealers, and advisory services are delivered by a team of duly registered individuals. The firm does not provide one-size-fits-all solutions, instead focusing on personalized advice and ongoing monitoring.
Latest 13F Filing Activity
Capital A Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 407 equity positions with a total 13F market value of $9M. The fund increased holdings in Schwab Strategic TR, Wisdomtree TR, Ishares TR among other positions. Capital A Wealth Management, LLC reduced exposure to Ishares TR, Ishares TR, Simplify Exchange Traded Fun among others.
Top Holdings
Equity Positions (407)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.17% | $283.2K | 753 | $421.50 | $497.41 | -$1.0M |
A AAPL | APPLE INC | 3.11% | $277.8K | 1,443 | $231.65 | $205.17 | -$2.5M |
S SCHB | SCHWAB STRATEGIC TR | 2.47% | $220.9K | 3,968 | $23.77 | $23.83 | +$216.9K |
P PNC | PNC FINL SVCS GROUP INC | 1.83% | $163.7K | 1,057 | $190.55 | $186.42 | +$44.3K |
H HBAN | HUNTINGTON BANCSHARES INC | 1.60% | $143.3K | 11,269 | $16.33 | $16.76 | -$6.0K |