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Portfolio (Quarterly) Guide ↗

AUA CAPITAL MANAGEMENT, LLC

· CIK 0001706915
13F Portfolio $216M AUM 84 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 8 Added 14 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EFA ISHARES TR 116,496.0 $12.1M 5.61% +2K +2.0% $103.88 +3.0%
2 MUB ISHARES TR 64,111.0 $6.9M 3.20% +7K +12.2% $107.62 -3.1%
3 IWM ISHARES TR 20,794.0 $6.2M 2.90% +641.0 +3.2% $300.45 -2.6%
4 VTV VANGUARD INDEX FDS 25,486.0 $5.6M 2.57% +3K +11.7% $217.94 +3.1%
5 AGG ISHARES TR 40,230.0 $4.0M 1.84% +16K +63.2% $98.98 -2.2%
6 IEI ISHARES TR 19,364.0 $2.3M 1.05% +4K +22.6% $117.45 -1.6%
7 VUG VANGUARD INDEX FDS 21,734.0 $1.9M 0.87% +18K +496.6% $86.14 +1.5%
8 VWO VANGUARD INTL EQUITY INDEX F 8,546.0 $510K 0.24% +951.0 +12.5% $59.69 +1.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 60.5%
Technology 12.8%
Consumer Cyclical 8.1%
Consumer Defensive 7.7%
Communication Services 4.3%
Industrials 2.9%
Healthcare 2.0%
Energy 1.4%
Basic Materials 0.3%