Bka Wealth Consulting, Inc. Portfolio Holdings

Bka Wealth Consulting, Inc.

  • $99.9 Million
  • Q2 2025

Bka Wealth Consulting, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $99.9 Million distributed in 70 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 $14.4M, First Tr ETF Viii Tcw Unconstr with a value of $10.6M, Vaneck Morningstar Wide Moat E with a value of $10.2M, Franklin International Low Vol with a value of $6.87M, and Jp Morgan ETF Tr Ultra Short I with a value of $5.97M.

Examining the 13F form we can see an increase of $9.19M in the current position value, from $90.7M to 99.9M.

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

Portfolio value $99.9 Million
ETFs: $86 Million
Technology: $7.14 Million
Consumer Cyclical: $1.69 Million
Financial Services: $1.52 Million
Communication Services: $1.3 Million
Basic Materials: $893,000
Industrials: $382,000
Healthcare: $234,000
Other: $217,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$433B
$4.11 Million 4.11% of portfolio
25,984
Q2 2025 Added 2.59%
$3.44T
$1.99 Million 1.99% of portfolio
9,704
Q2 2025 Added 0.9%
$2.37T
$947,000 0.95% of portfolio
4,317
Q2 2025 Added 4.99%
$0
$786,000 0.79% of portfolio
145,963
Q2 2025 Reduced 29.5%
$1.14T
$761,000 0.76% of portfolio
4,322
Q2 2025 Added 4.52%
$0
$731,000 0.73% of portfolio
35,248
Q3 2024 Added 0.86%
$964B
$713,000 0.71% of portfolio
2,245
Q2 2025 Added 86.31%
$88.2B
$608,000 0.61% of portfolio
1,771
Q2 2025 Added 0.17%
$525B
$538,000 0.54% of portfolio
402
Q2 2024 New
$6.25B
$382,000 0.38% of portfolio
2,325
Q2 2025 Added 2.2%
$53.1B
$328,000 0.33% of portfolio
1,338
Q1 2025 Reduced 2.9%
$32.5B
$285,000 0.29% of portfolio
4,910
Q4 2024 Reduced 8.05%
$117B
$290,000 0.29% of portfolio
1,054
Q2 2025 New
$337B
$234,000 0.23% of portfolio
1,264
Q2 2025 Added 0.88%
$3.81T
$215,000 0.22% of portfolio
433
Q2 2025 New
$25.5B
$217,000 0.22% of portfolio
1,567
Q2 2025 Added 0.58%
$305M
$34,000 0.03% of portfolio
25,966
Q4 2024 Reduced 5.05%
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.37%
-
$0 0.0% of portfolio
-
Q2 2025 Added 17.44%
-
$0 0.0% of portfolio
-
Q2 2025 Added 30.96%
-
$0 0.0% of portfolio
-
Q2 2025 Added 23.33%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $99.9 Million
  • Prior Value $90.7 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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