Bka Wealth Consulting, Inc. Top Holdings and 13F Report (2025) About Bka Wealth Consulting, Inc.Investment ActivityBka Wealth Consulting, Inc. has $109.53 million in total holdings as of June 30, 2025.Bka Wealth Consulting, Inc. owns shares of 70 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 12.78% of the portfolio was purchased this quarter.About 8.49% of the portfolio was sold this quarter.This quarter, Bka Wealth Consulting, Inc. has purchased 69 new stocks and bought additional shares in 36 stocks.Bka Wealth Consulting, Inc. sold shares of 19 stocks and completely divested from 6 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $14,442,296VanEck Morningstar Wide Moat ETF $11,161,727First Trust TCW Unconstrained Plus Bond ETF $10,581,456Franklin International Low Volatility High Dividend Index ETF $6,871,653JPMorgan Ultra-Short Income ETF $5,969,037 Largest New Holdings this Quarter 46138E339 - Invesco S&P 500 Momentum ETF $1,547,572 Holding921910840 - Vanguard Mega Cap Value ETF $1,001,809 Holding594918104 - Microsoft $454,541 Holding46641Q167 - JPMorgan Active Value ETF $335,501 Holding11135F101 - Broadcom $290,593 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company ETF 169,249 shares (about $4.16M)Invesco S&P 500 Momentum ETF 13,760 shares (about $1.55M)WisdomTree U.S. Quality Dividend Growth Fund 14,194 shares (about $1.19M)Vanguard S&P 500 ETF 1,991 shares (about $1.06M)Vanguard Mega Cap Value ETF 8,496 shares (about $1.00M) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 13,188 shares (about $1.24M)Dimensional Emerging Markets Value ETF 19,190 shares (about $575.51K)FT Vest S&P 500 Dividend Aristocrats Target Income ETF 8,139 shares (about $399.62K)First Trust Senior Loan ETF 7,682 shares (about $352.53K)Nuveen Credit Strategies Income Fund 61,064 shares (about $329.13K) 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 PortfolioSectorDGRWWisdomTree U.S. Quality Dividend Growth Fund$14,442,296$1,189,343 ▲9.0%172,35913.2%ManufacturingMOATVanEck Morningstar Wide Moat ETF$11,161,727$1,236,899 ▼-10.0%119,00810.2%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$10,581,456$301,567 ▼-2.8%425,1299.7%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$6,871,653$564,026 ▲8.9%211,1116.3%ETFJPSTJPMorgan Ultra-Short Income ETF$5,969,037$314,723 ▼-5.0%117,7795.4%ETFFNDXSchwab Fundamental U.S. Large Company ETF$4,470,446$4,163,856 ▲1,358.1%181,7114.1%ETFNVDANVIDIA$4,105,193$103,799 ▲2.6%25,9843.7%Computer and TechnologyGOLDMAN SACHS ETF TR$3,133,719$383,463 ▲13.9%62,9012.9%S&P 500 PREMIUMFTCSFirst Trust Capital Strength ETF$3,090,721$142,879 ▼-4.4%34,0052.8%ETFDUHPDimensional US High Profitability ETF$2,500,117$132,852 ▲5.6%70,3072.3%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$2,057,564$399,621 ▼-16.3%41,9061.9%ETFDFEVDimensional Emerging Markets Value ETF$2,014,573$575,507 ▼-22.2%67,1751.8%ETFAAPLApple$2,011,543$18,034 ▲0.9%9,7041.8%Computer and TechnologyAFLGFirst Trust Active Factor Large Cap ETF$1,957,906$370,311 ▲23.3%53,8131.8%ETFVOOVanguard S&P 500 ETF$1,922,626$1,060,961 ▲123.1%3,6081.8%ETFDFAIDimensional International Core Equity Market ETF$1,634,455$154,146 ▲10.4%47,2801.5%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$1,614,670$239,760 ▲17.4%65,3451.5%ETFIAUiShares Gold Trust$1,582,634$154,029 ▼-8.9%25,3791.4%FinanceSPMOInvesco S&P 500 Momentum ETF$1,547,572$1,547,572 ▲New Holding13,7601.4%ETFAMLPAlerian MLP ETF$1,373,755$59,219 ▲4.5%28,1161.3%ETFJMUBJPMorgan Municipal ETF$1,268,451$183,023 ▲16.9%25,5531.2%ETFVTVanguard Total World Stock ETF$1,060,320$185,203 ▼-14.9%8,2501.0%ETFSCHDSchwab US Dividend Equity ETF$1,034,271$71,444 ▲7.4%39,0290.9%ETFMGVVanguard Mega Cap Value ETF$1,001,809$1,001,809 ▲New Holding8,4960.9%ETFFMHIFirst Trust Municipal High Income ETF$962,721$194,692 ▲25.3%20,6150.9%ManufacturingAMZNAmazon.com$947,107$44,975 ▲5.0%4,3170.9%Retail/WholesaleFCEFFirst Trust Income Opportunities ETF$863,621$204,144 ▲31.0%38,5140.8%ETFJQCNuveen Credit Strategies Income Fund$786,740$329,135 ▼-29.5%145,9630.7%Financial ServicesFTSLFirst Trust Senior Loan ETF$775,866$352,529 ▼-31.2%16,9070.7%ManufacturingGOOGLAlphabet$761,585$32,952 ▲4.5%4,3220.7%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$740,710$9,247 ▼-1.2%20,6670.7%ETFFSKFS KKR Capital$731,3960.0%35,2480.7%FinanceTSLATesla$713,147$330,367 ▲86.3%2,2450.7%Auto/Tires/TrucksAVUVAvantis U.S. Small Cap Value ETF$615,866$66,506 ▲12.1%6,7600.6%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$611,082$91,313 ▲17.6%4,0220.6%ETFSHWSherwin-Williams$608,220$1,030 ▲0.2%1,7710.6%Basic MaterialsSCHGSchwab U.S. Large-Cap Growth ETF$591,475$22,404 ▲3.9%20,2490.5%ETFFPEFirst Trust Preferred Securities and Income ETF$584,162$64,223 ▲12.4%32,8180.5%ETFDFUSDimensional U.S. Equity ETF$582,544$1,340 ▲0.2%8,6920.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$552,980$18,180 ▼-3.2%18,8280.5%ETFNFLXNetflix$538,3300.0%4020.5%Consumer DiscretionaryFPXFirst Trust US Equity Opportunities ETF$512,709$3,768 ▲0.7%3,5380.5%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$509,119$60,343 ▼-10.6%20,6370.5%ManufacturingMSFTMicrosoft$454,541$454,541 ▲New Holding4330.4%Computer and TechnologySKYYFirst Trust Cloud Computing ETF$438,4680.0%3,6050.4%ManufacturingDFASDimensional U.S. Small Cap ETF$414,623$37,907 ▼-8.4%6,5080.4%ETFADSKAutodesk$414,2050.0%1,3380.4%Computer and TechnologyDIMENSIONAL ETF TRUST$414,100$65,875 ▲18.9%6,1730.4%WORLD EQUITY ETFNOBLProShares S&P 500 Aristocrats ETF$406,429$7,653 ▲1.9%4,0360.4%ETFGTLSChart Industries$382,811$8,232 ▲2.2%2,3250.3%IndustrialsFNDASchwab Fundamental U.S. Small Company ETF$382,764$44,379 ▲13.1%13,3600.3%ETFMUBiShares National Muni Bond ETF$353,265$123,815 ▼-26.0%3,3810.3%ETFJAVAJPMorgan Active Value ETF$335,501$335,501 ▲New Holding5,1220.3%ETFGLDMSPDR Gold MiniShares Trust$302,899$24,767 ▲8.9%4,6230.3%FinanceAVGOBroadcom$290,593$290,593 ▲New Holding1,0540.3%Computer and TechnologyNTRNutrien$285,9580.0%4,9100.3%Basic MaterialsFLTRVanEck IG Floating Rate ETF$284,564$6,197 ▼-2.1%11,1590.3%ETFONEOSPDR Russell 1000 Momentum Focus ETF$279,927$10,244 ▲3.8%2,2680.3%ETFDFSUDimensional US Sustainability Core 1 ETF$266,272$6,162 ▲2.4%6,7840.2%ETFSCHBSchwab US Broad Market ETF$265,642$30,051 ▼-10.2%11,1470.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$263,766$24,545 ▲10.3%8,8870.2%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$252,301$191 ▼-0.1%5,2750.2%FinanceVTVVanguard Value ETF$251,5220.0%1,4230.2%ETFSTRSitio Royalties$241,0540.0%13,1150.2%EnergyFNXFirst Trust Mid Cap Core AlphaDEX Fund$240,743$345 ▼-0.1%2,0960.2%ManufacturingABBVAbbVie$234,682$2,042 ▲0.9%1,2640.2%MedicalAWKAmerican Water Works$218,017$1,252 ▲0.6%1,5670.2%UtilitiesIBMInternational Business Machines$213,464$213,464 ▲New Holding7240.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$210,239$210,239 ▲New Holding3400.2%FinanceHYLNHyliion$34,2750.0%25,9660.0%Auto/Tires/TrucksFTGSFirst Trust Growth Strength ETF$0$2,090,354 ▼-100.0%00.0%ETFFTHIFirst Trust BuyWrite Income ETF$0$1,161,159 ▼-100.0%00.0%ETFAFSMFirst Trust Active Factor Small Cap ETF$0$855,896 ▼-100.0%00.0%ETFXPNDFirst Trust Expanded Technology ETF$0$492,617 ▼-100.0%00.0%ETFXOMExxon Mobil$0$219,481 ▼-100.0%00.0%EnergyBOTZGlobal X Robotics & Artificial Intelligence ETF$0$202,513 ▼-100.0%00.0%ManufacturingShowing 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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