Bka Wealth Consulting, Inc. Top Holdings and 13F Report (2025) About Bka Wealth Consulting, Inc.Investment ActivityBka Wealth Consulting, Inc. has $98.84 million in total holdings as of December 31, 2024.Bka Wealth Consulting, Inc. owns shares of 70 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 13.75% of the portfolio was purchased this quarter.About 8.44% of the portfolio was sold this quarter.This quarter, Bka Wealth Consulting, Inc. has purchased 71 new stocks and bought additional shares in 40 stocks.Bka Wealth Consulting, Inc. sold shares of 15 stocks and completely divested from 6 stocks this quarter.Largest Holdings VanEck Morningstar Wide Moat ETF $12,329,890WisdomTree U.S. Quality Dividend Growth Fund $11,764,575First Trust TCW Unconstrained Plus Bond ETF $10,327,615Franklin International Low Volatility High Dividend Index ETF $5,640,634JPMorgan Ultra-Short Income ETF $5,259,968 Largest New Holdings this Quarter GOLDMAN SACHS ETF TR $2,284,986 HoldingFirst Trust Municipal High Income ETF $598,603 HoldingDimensional US Sustainability Core 1 ETF $251,163 HoldingBroadcom $242,281 HoldingDimensional Emerging Markets Core Equity 2 ETF $201,349 Holding Largest Purchases this Quarter GOLDMAN SACHS ETF TR 46,208 shares (about $2.28M)WisdomTree U.S. Quality Dividend Growth Fund 19,296 shares (about $1.56M)First Trust Growth Strength ETF 31,201 shares (about $979.71K)First Trust TCW Unconstrained Plus Bond ETF 36,355 shares (about $896.15K)FT Vest Rising Dividend Achievers Target Income ETF 31,953 shares (about $774.54K) Largest Sales this Quarter FT Vest S&P 500 Dividend Aristocrats Target Income ETF 82,012 shares (about $4.12M)First Trust Capital Strength ETF 10,419 shares (about $914.99K)VanEck Morningstar Wide Moat ETF 2,415 shares (about $223.93K)JPMorgan Ultra-Short Income ETF 1,529 shares (about $77.02K)Chart Industries 345 shares (about $65.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBka Wealth Consulting, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMOATVanEck Morningstar Wide Moat ETF$12,329,890$223,930 ▼-1.8%132,97312.5%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$11,764,575$1,561,628 ▲15.3%145,36711.9%ManufacturingUCONFirst Trust TCW Unconstrained Plus Bond ETF$10,327,615$896,151 ▲9.5%418,97010.4%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$5,640,634$519,358 ▲10.1%184,8185.7%ETFJPSTJPMorgan Ultra-Short Income ETF$5,259,968$77,015 ▼-1.4%104,4275.3%ETFNVDANVIDIA$3,507,919$403 ▲0.0%26,1223.5%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$3,244,483$914,989 ▼-22.0%36,9453.3%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$2,650,273$4,117,804 ▼-60.8%52,7842.7%ETFAAPLApple$2,432,185$43,074 ▼-1.7%9,7122.5%Computer and TechnologyGOLDMAN SACHS ETF TR$2,284,986$2,284,986 ▲New Holding46,2082.3%S&P 500 CORE PREDFEVDimensional Emerging Markets Value ETF$2,119,105$255,207 ▲13.7%80,8512.1%ETFFTGSFirst Trust Growth Strength ETF$1,913,767$979,711 ▲104.9%60,9481.9%ETFDUHPDimensional US High Profitability ETF$1,834,865$195,712 ▲11.9%54,3021.9%ETFAFSMFirst Trust Active Factor Small Cap ETF$1,588,946$601,510 ▲60.9%52,8241.6%ETFIAUiShares Gold Trust$1,322,066$20,250 ▲1.6%26,7031.3%FinanceAFLGFirst Trust Active Factor Large Cap ETF$1,293,114$504,242 ▲63.9%37,4491.3%ETFAMLPAlerian MLP ETF$1,203,325$195,626 ▲19.4%24,9861.2%ETFVTVanguard Total World Stock ETF$1,197,919$41,000 ▼-3.3%10,1971.2%ETFDFAIDimensional International Core Equity Market ETF$1,137,983$100,360 ▲9.7%38,9721.2%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$1,125,609$774,541 ▲220.6%46,4361.1%ETFJQCNuveen Credit Strategies Income Fund$1,076,920$226,013 ▲26.6%189,2651.1%Financial ServicesFTHIFirst Trust BuyWrite Income ETF$1,058,017$451,740 ▲74.5%45,4671.1%ETFFTSLFirst Trust Senior Loan ETF$1,041,991$233,979 ▲29.0%22,5341.1%ManufacturingJMUBJPMorgan Municipal ETF$1,020,553$139,969 ▲15.9%20,3501.0%ETFSCHDSchwab US Dividend Equity ETF$987,560$670,840 ▲211.8%36,1481.0%ETFAMZNAmazon.com$929,555$4,607 ▼-0.5%4,2370.9%Retail/WholesaleVOOVanguard S&P 500 ETF$871,256$33,945 ▲4.1%1,6170.9%ETFGOOGLAlphabet$778,575$1,325 ▼-0.2%4,1130.8%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$774,557$5,223 ▲0.7%22,3920.8%ETFFSKFS KKR Capital$765,5870.0%35,2480.8%FinanceBRK.BBerkshire Hathaway$716,6360.0%1,5810.7%FinanceSHWSherwin-Williams$599,540$1,020 ▲0.2%1,7640.6%Basic MaterialsFMHIFirst Trust Municipal High Income ETF$598,603$598,603 ▲New Holding12,3960.6%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$560,429$418,852 ▲295.8%20,1090.6%ETFTSLATesla$552,8570.0%1,3690.6%Auto/Tires/TrucksDFUSDimensional U.S. Equity ETF$551,815$1,657 ▲0.3%8,6560.6%ETFFCEFFirst Trust Income Opportunities ETF$542,368$233,950 ▲75.9%25,0980.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$539,954$4,350 ▲0.8%21,7200.5%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$534,954$8,017 ▼-1.5%22,3550.5%ManufacturingDFASDimensional U.S. Small Cap ETF$517,501$5,922 ▼-1.1%7,9520.5%ETFAVUVAvantis U.S. Small Cap Value ETF$505,073$60,335 ▲13.6%5,2320.5%ETFMUBiShares National Muni Bond ETF$504,279$1,918 ▲0.4%4,7330.5%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$488,115$138 ▲0.0%3,5310.5%ETFXPNDFirst Trust Expanded Technology ETF$462,354$144,022 ▲45.2%15,2040.5%ETFFPEFirst Trust Preferred Securities and Income ETF$450,872$154,698 ▲52.2%25,4730.5%ETFGTLSChart Industries$437,024$65,840 ▼-13.1%2,2900.4%Industrial ProductsSKYYFirst Trust Cloud Computing ETF$434,8640.0%3,6510.4%ManufacturingFPXFirst Trust US Equity Opportunities ETF$426,0320.0%3,5650.4%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$408,602$202,816 ▲98.6%13,7580.4%ETFADSKAutodesk$407,2950.0%1,3780.4%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$404,266$398 ▲0.1%4,0610.4%ETFNFLXNetflix$358,3110.0%4020.4%Consumer DiscretionaryVTVVanguard Value ETF$309,814$18,792 ▼-5.7%1,8300.3%ETFDIMENSIONAL ETF TRUST$298,098$52,337 ▲21.3%4,7730.3%WORLD EQUITY ETFFLTRVanEck Floating Rate ETF$284,464$20,819 ▲7.9%11,1770.3%ETFSCHBSchwab US Broad Market ETF$278,958$181,599 ▲186.5%12,2890.3%ETFONEOSPDR Russell 1000 Momentum Focus ETF$274,421$712 ▲0.3%2,3140.3%ETFXOMExxon Mobil$257,560$108 ▲0.0%2,3940.3%Oils/EnergySTRSitio Royalties$251,5460.0%13,1150.3%Oils/EnergySHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$251,453$3,317 ▼-1.3%5,3060.3%FinanceDFSUDimensional US Sustainability Core 1 ETF$251,163$251,163 ▲New Holding6,6270.3%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$247,400$116 ▲0.0%2,1380.3%ManufacturingFNDXSchwab Fundamental U.S. Large Company Index ETF$245,372$163,581 ▲200.0%10,3620.2%ETFAVGOBroadcom$242,281$242,281 ▲New Holding1,0450.2%Computer and TechnologyBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$227,3470.0%7,1160.2%ManufacturingABBVAbbVie$222,483$178 ▲0.1%1,2520.2%MedicalGLDMSPDR Gold MiniShares Trust$220,2820.0%4,2370.2%FinanceNTRNutrien$219,723$19,243 ▼-8.1%4,9100.2%Basic MaterialsDFEMDimensional Emerging Markets Core Equity 2 ETF$201,349$201,349 ▲New Holding7,6880.2%ETFHYLNHyliion$67,771$3,607 ▼-5.1%25,9660.1%Auto/Tires/TrucksIEFiShares 7-10 Year Treasury Bond ETF$0$1,329,232 ▼-100.0%00.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$0$989,866 ▼-100.0%00.0%ETFAWKAmerican Water Works$0$223,460 ▼-100.0%00.0%UtilitiesFFord Motor$0$105,699 ▼-100.0%00.0%Auto/Tires/TrucksCDZICadiz$0$93,324 ▼-100.0%00.0%Consumer StaplesME23andMe$0$47,824 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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