Bka Wealth Consulting, Inc. Portfolio Holdings

Bka Wealth Consulting, Inc.

  • $107 Million
  • Q3 2025

Bka Wealth Consulting, Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $107 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $17.2M, First Tr ETF Viii Tcw Unconstr with a value of $9.2M, Vaneck Morningstar Wide Moat E with a value of $8.89M, Apple Inc. with a value of $7.32M, and Franklin International Low Vol with a value of $6.15M.

Examining the 13F form we can see an increase of $7.21M in the current position value, from $99.9M to 107M.

Below you can find more details about Bka Wealth Consulting, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $107 Million
ETFs: $86 Million
Technology: $13.8 Million
Consumer Cyclical: $2 Million
Communication Services: $1.76 Million
Basic Materials: $874,000
Financial Services: $793,000
Industrials: $455,000
Healthcare: $294,000
Other: $481,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.2 Million 16.09% of portfolio
193,724
Q3 2025 Added 12.4%
$0
$9.2 Million 8.58% of portfolio
365,053
Q3 2025 Reduced 14.13%
$0
$8.89 Million 8.29% of portfolio
103,524
Q3 2025 Reduced 13.01%
$4.34T
$7.32 Million 6.83% of portfolio
28,750
Q3 2025 Added 196.27%
$0
$6.15 Million 5.74% of portfolio
176,898
Q3 2025 Reduced 16.21%
$0
$5.92 Million 5.52% of portfolio
224,918
Q3 2025 Added 23.78%
$0
$5.26 Million 4.91% of portfolio
103,716
Q3 2025 Reduced 11.94%
$495B
$4.6 Million 4.29% of portfolio
24,635
Q3 2025 Reduced 5.19%
$0
$3.01 Million 2.81% of portfolio
32,196
Q3 2025 Reduced 5.32%
$0
$2.79 Million 2.61% of portfolio
73,916
Q3 2025 Added 5.13%
$62.9B
$2.01 Million 1.88% of portfolio
27,656
Q3 2025 Added 8.97%
$0
$1.97 Million 1.84% of portfolio
12,254
Q3 2025 Added 204.67%
$0
$1.82 Million 1.7% of portfolio
49,972
Q3 2025 Added 5.69%
$0
$1.66 Million 1.54% of portfolio
13,679
Q3 2025 Reduced 0.59%
$0
$1.55 Million 1.45% of portfolio
2,530
Q3 2025 Reduced 29.88%
$0
$1.49 Million 1.39% of portfolio
31,675
Q3 2025 Added 12.66%
$0
$1.42 Million 1.33% of portfolio
44,618
Q3 2025 Reduced 33.58%
$1.66T
$1.27 Million 1.19% of portfolio
5,242
Q3 2025 Added 21.29%
$0
$1.12 Million 1.05% of portfolio
23,624
Q3 2025 Added 14.6%
$0
$1.12 Million 1.04% of portfolio
8,103
Q3 2025 Reduced 1.78%
$0
$1.11 Million 1.03% of portfolio
40,482
Q3 2025 Added 3.72%
$1.4T
$1.01 Million 0.94% of portfolio
2,261
Q3 2025 Added 0.71%
$2.54T
$947,000 0.88% of portfolio
4,317
Q2 2025 Added 4.99%
$0
$852,000 0.8% of portfolio
18,587
Q3 2025 Added 9.94%
$0
$822,000 0.77% of portfolio
8,503
Q3 2025 New
$0
$792,000 0.74% of portfolio
20,558
Q3 2025 Reduced 0.53%
$0
$781,000 0.73% of portfolio
18,181
Q3 2025 New
$0
$717,000 0.67% of portfolio
39,359
Q3 2025 Added 19.93%
$0
$715,000 0.67% of portfolio
7,192
Q3 2025 Added 6.39%
$143B
$651,000 0.61% of portfolio
1,974
Q3 2025 Added 87.29%
$0
$630,000 0.59% of portfolio
8,710
Q3 2025 Added 0.21%
$0
$608,000 0.57% of portfolio
19,059
Q3 2025 Reduced 5.88%
$88.9B
$614,000 0.57% of portfolio
1,775
Q3 2025 Added 0.23%
$0
$592,000 0.55% of portfolio
18,884
Q3 2025 Added 0.3%
$0
$578,000 0.54% of portfolio
3,480
Q3 2025 Reduced 1.64%
$0
$526,000 0.49% of portfolio
35,248
Q3 2024 Added 0.86%
$486B
$481,000 0.45% of portfolio
402
Q2 2024 New
$7.31B
$455,000 0.42% of portfolio
2,275
Q3 2025 Reduced 2.15%
$0
$438,000 0.41% of portfolio
6,401
Q3 2025 Reduced 1.64%
$0
$436,000 0.41% of portfolio
14,003
Q3 2025 Added 4.81%
$0
$391,000 0.36% of portfolio
3,801
Q3 2025 Reduced 5.82%
$11.6B
$374,000 0.35% of portfolio
4,901
Q3 2025 Added 6.01%
$0
$360,000 0.34% of portfolio
3,388
Q3 2025 Added 0.21%
$53.1B
$322,000 0.3% of portfolio
1,313
Q3 2025 Reduced 1.87%
$0
$319,000 0.3% of portfolio
2,380
Q3 2025 Reduced 33.98%
$0
$302,000 0.28% of portfolio
9,441
Q3 2025 Added 6.23%
$0
$286,000 0.27% of portfolio
11,152
Q3 2025 Added 0.04%
$382B
$294,000 0.27% of portfolio
1,274
Q3 2025 Added 0.79%
$0
$294,000 0.27% of portfolio
11,510
Q3 2025 Added 3.15%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $107 Million
  • Prior Value $99.9 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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