Capital A Wealth Management »

First Fndtn shares owned by Capital A Wealth Management

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Capital A Wealth Management from 13F filings

Historical chart of Capital A Wealth Management investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by Capital A Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Fndtn by Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $716 74 9.68

More positions owned by Capital A Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
PNC Financial Services (PNC)
Huntington Bancshares Incorporated (HBAN)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Capital A Wealth Management

Top funds holding First Fndtn

Canyon Capital Advisors
North Reef Capital Management
Strategic Value Bank Partners
BlackRock
Vanguard Group
Fortress Investment Group
FMR
Dimensional Fund Advisors
Sandler O'Neill Asset Management
State Street Corporation
FJ Capital Management
Royce & Associates
Geode Capital Management
Hotchkis and Wiley Capital Management
Goldman Sachs Group

View all funds holding First Fndtn