AUA CAPITAL MANAGEMENT, LLC
All 13F Filings
- Location
- Mechanicsburg, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 211,262
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 80 | 211,262 | 13F-HR | AUA CAPITAL MANAGEMENT, LLC |
| Q2 2026 | 7/29/2026 | 84 | 215,779 | 13F-HR | AUA CAPITAL MANAGEMENT, LLC |
| Q1 2026 | 4/22/2026 | 80 | 195,729 | 13F-HR | AUA CAPITAL MANAGEMENT, LLC |
| Q4 2025 | 1/23/2026 | 80 | 199,404 | 13F-HR | AUA CAPITAL MANAGEMENT, LLC |
| Q3 2025 | 11/4/2025 | 77 | 178,212 | 13F-HR | AUA CAPITAL MANAGEMENT, LLC |
| Q2 2025 | 7/10/2025 | 76 | 167,438 | 13F-HR | AUA CAPITAL MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 65.23 K | 30.9% | 1.168 K | 0 | 1.168 K |
| ETFs | 143.8 K | 68.1% | 0 | 5.397 K | -5.397 K |
| Debt | 2.213 K | 1.0% | 0 | 286 | -286 |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
211,262
Holdings
80
QoQ value change ($000)
-4,517
(-2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.