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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.34T
$7.32 Million 6.83% of portfolio
28,750
Q3 2025 Added 196.27%
$495B
$4.6 Million 4.29% of portfolio
24,635
Q3 2025 Reduced 5.19%
$1.66T
$1.27 Million 1.19% of portfolio
5,242
Q3 2025 Added 21.29%
$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%
$486B
$481,000 0.45% of portfolio
402
Q2 2024 New
$382B
$294,000 0.27% of portfolio
1,274
Q3 2025 Added 0.79%
$669B
$267,000 0.25% of portfolio
952
Q3 2025 New
$269B
$267,000 0.25% of portfolio
806
Q3 2025 New
$375B
$259,000 0.24% of portfolio
1,423
Q3 2025 New
$278B
$262,000 0.24% of portfolio
2,551
Q3 2025 New
$3.83T
$224,000 0.21% of portfolio
433
Q2 2025 New
$270B
$205,000 0.19% of portfolio
729
Q3 2025 Added 0.69%

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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