AUA CAPITAL MANAGEMENT, LLC

Institutional manager (13F) · CIK 1706915

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $186M

#	Issuer	Value	Shares
1	STATE STR SPDR S&P 500 ETF T	$55M	84,284
2	ISHARES TR	$11M	117,793
3	APPLE INC	$9M	36,713
4	AMAZON COM INC	$7M	35,024
5	ISHARES TR	$7M	67,377
6	ISHARES TR	$7M	64,584
7	ALTRIA GROUP INC	$6M	92,369
8	ISHARES TR	$5M	20,929
9	VANGUARD INDEX FDS	$5M	25,570
10	SPDR SERIES TRUST	$5M	100,521
11	ALPHABET INC	$4M	15,179
12	ISHARES TR	$4M	51,759
13	ISHARES TR	$4M	40,224
14	SELECT SECTOR SPDR TR	$4M	29,938
15	ISHARES TR	$4M	55,170
16	META PLATFORMS INC	$4M	6,248
17	SPDR GOLD TR	$3M	7,836
18	MICROSOFT CORP	$3M	7,959
19	VANGUARD BD INDEX FDS	$3M	32,234
20	ISHARES TR	$2M	19,397
21	VANGUARD TAX-MANAGED FDS	$2M	36,067
22	ISHARES TR	$2M	19,409
23	VANGUARD SCOTTSDALE FDS	$2M	28,210
24	MASTERCARD INCORPORATED	$2M	4,029
25	GOLDMAN SACHS GROUP INC	$2M	2,229
26	ISHARES TR	$2M	29,207
27	VANGUARD INDEX FDS	$2M	7,792
28	VANGUARD INDEX FDS	$2M	3,643
29	JPMORGAN CHASE & CO	$1M	4,898
30	VANGUARD SPECIALIZED FUNDS	$1M	6,574
31	ALPHABET INC	$1M	4,880
32	UNILEVER PLC	$1M	19,539
33	VANGUARD BD INDEX FDS	$870k	11,817
34	CATERPILLAR INC	$829k	1,170
35	CHEVRON CORPORATION	$810k	3,915
36	EATON CORP PLC	$805k	2,250
37	WALMART INC	$758k	6,102
38	BERKSHIRE HATHAWAY INC DEL	$750k	1,565
39	COSTCO WHOLESALE CORPORATION	$747k	750
40	AMERICAN EXPRESS CO	$726k	2,400
41	HOME DEPOT INC	$720k	2,189
42	VANGUARD SCOTTSDALE FDS	$643k	7,765
43	STRYKER CORPORATION	$620k	1,888
44	KRAFT HEINZ CO	$608k	27,014
45	ABBVIE INC	$589k	2,709
46	JOHNSON & JOHNSON	$578k	2,363
47	ISHARES TR	$529k	9,321
48	VALERO ENERGY CORP	$507k	2,053
49	BOSTON SCIENTIFIC CORP	$475k	7,575
50	VANGUARD INTL EQUITY INDEX F	$465k	8,595

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.