13F Filings History of Capital A Wealth Management, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Signature - Title
Brandon Domenick - Chief Compliance Officer
Location
Cranberry Twp, 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 $7,842,647 as of Q2 2025. Top holdings included MSFT, AAPL, PNC, HBAN, and AMZN. AE Wealth Management LLC is reporting for Capital A Wealth Management, LLC.

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Holdings Value

AE Wealth Management LLC is reporting for Capital A Wealth Management, LLC:

Name Holdings Value Location File Number
AE Wealth Management LLC $17,422,671,879 Topeka, KS 028-17779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 $0 13F-NT 05 Feb 2026, 11:15
Q3 2025 $0 13F-NT 12 Nov 2025, 15:00
Q2 2025 418 $7,842,647 +$4,582,064 -$84,561,380 -$79,979,316 MSFT, AAPL, PNC, HBAN, AMZN 13F-HR 25 Sep 2025, 18:05
Q1 2025 709 $95,399,013 +$58,545,160 -$20,540,519 +$38,004,641 EFV, EFG, CTA, IEMG, IXUS 13F-HR 02 May 2025, 12:44
Q4 2024 846 $60,248,828 $0 $0 $0 QUAL, IVW, DYNF, EFG, AMZN 13F-HR 26 Feb 2025, 14:37