Bka Wealth Consulting, Inc. Top Holdings and 13F Report (2025) About Bka Wealth Consulting, Inc.Investment ActivityBka Wealth Consulting, Inc. has $99.98 million in total holdings as of March 31, 2025.Bka Wealth Consulting, Inc. owns shares of 69 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 5.99% of the portfolio was purchased this quarter.About 2.59% of the portfolio was sold this quarter.This quarter, Bka Wealth Consulting, Inc. has purchased 70 new stocks and bought additional shares in 34 stocks.Bka Wealth Consulting, Inc. sold shares of 26 stocks and completely divested from 2 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $12,631,092VanEck Morningstar Wide Moat ETF $11,626,617First Trust TCW Unconstrained Plus Bond ETF $10,821,825JPMorgan Ultra-Short Income ETF $6,277,569Franklin International Low Volatility High Dividend Index ETF $6,272,752 Largest New Holdings this Quarter 030420103 - American Water Works $229,875 Holding Largest Purchases this Quarter WisdomTree U.S. Quality Dividend Growth Fund 12,798 shares (about $1.02M)JPMorgan Ultra-Short Income ETF 19,562 shares (about $990.42K)First Trust TCW Unconstrained Plus Bond ETF 18,275 shares (about $452.31K)GOLDMAN SACHS ETF TR 8,996 shares (about $419.30K)Dimensional US High Profitability ETF 12,269 shares (about $406.59K) Largest Sales this Quarter First Trust Active Factor Small Cap ETF 22,198 shares (about $620.36K)FT Vest S&P 500 Dividend Aristocrats Target Income ETF 2,739 shares (about $138.37K)First Trust Capital Strength ETF 1,368 shares (about $122.62K)NVIDIA 795 shares (about $86.16K)Vanguard Value ETF 407 shares (about $70.31K) 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$12,631,092$1,022,051 ▲8.8%158,16512.6%ManufacturingMOATVanEck Morningstar Wide Moat ETF$11,626,617$68,337 ▼-0.6%132,19611.6%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$10,821,825$452,307 ▲4.4%437,24510.8%ETFJPSTJPMorgan Ultra-Short Income ETF$6,277,569$990,425 ▲18.7%123,9896.3%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$6,272,752$290,197 ▲4.9%193,7836.3%ETFFTCSFirst Trust Capital Strength ETF$3,188,938$122,620 ▼-3.7%35,5773.2%ETFNVDANVIDIA$2,744,934$86,162 ▼-3.0%25,3272.7%Computer and TechnologyGOLDMAN SACHS ETF TR$2,573,058$419,303 ▲19.5%55,2042.6%S&P 500 CORE PREKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$2,528,274$138,374 ▼-5.2%50,0452.5%ETFDFEVDimensional Emerging Markets Value ETF$2,336,176$149,154 ▲6.8%86,3652.3%ETFDUHPDimensional US High Profitability ETF$2,206,163$406,595 ▲22.6%66,5712.2%ETFAAPLApple$2,136,215$21,102 ▼-1.0%9,6172.1%Computer and TechnologyFTGSFirst Trust Growth Strength ETF$2,090,354$277,151 ▲15.3%70,2642.1%ETFIAUiShares Gold Trust$1,641,977$67,568 ▲4.3%27,8491.6%FinanceAFLGFirst Trust Active Factor Large Cap ETF$1,470,063$208,406 ▲16.5%43,6351.5%ETFAMLPAlerian MLP ETF$1,397,399$99,621 ▲7.7%26,9041.4%ETFDFAIDimensional International Core Equity Market ETF$1,337,308$120,205 ▲9.9%42,8211.3%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$1,319,828$218,366 ▲19.8%55,6421.3%ETFFTHIFirst Trust BuyWrite Income ETF$1,161,159$167,251 ▲16.8%53,1181.2%ETFVTVanguard Total World Stock ETF$1,123,640$58,669 ▼-5.0%9,6911.1%ETFFTSLFirst Trust Senior Loan ETF$1,122,509$93,813 ▲9.1%24,5891.1%ManufacturingJQCNuveen Credit Strategies Income Fund$1,113,805$95,560 ▲9.4%207,0271.1%Financial ServicesJMUBJPMorgan Municipal ETF$1,093,300$75,800 ▲7.4%21,8661.1%ETFSCHDSchwab US Dividend Equity ETF$1,015,884$5,173 ▲0.5%36,3331.0%ETFAFSMFirst Trust Active Factor Small Cap ETF$855,896$620,361 ▼-42.0%30,6260.9%ETFVOOVanguard S&P 500 ETF$830,9920.0%1,6170.8%ETFFMHIFirst Trust Municipal High Income ETF$786,203$193,611 ▲32.7%16,4460.8%ManufacturingAMZNAmazon.com$782,349$23,782 ▼-3.0%4,1120.8%Retail/WholesaleFSKFS KKR Capital$738,4460.0%35,2480.7%FinanceDFACDimensional U.S. Core Equity 2 ETF$690,304$48,396 ▼-6.6%20,9250.7%ETFGOOGLAlphabet$639,509$3,402 ▲0.5%4,1350.6%Computer and TechnologyFCEFFirst Trust Income Opportunities ETF$637,903$93,527 ▲17.2%29,4100.6%ETFSHWSherwin-Williams$617,198$1,396 ▲0.2%1,7680.6%Basic MaterialsFTGCFirst Trust Global Tactical Commodity Strategy Fund$589,085$18,579 ▲3.3%23,0830.6%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$525,634$69,562 ▲15.3%6,0300.5%ETFDFUSDimensional U.S. Equity ETF$524,497$968 ▲0.2%8,6720.5%ETFFPEFirst Trust Preferred Securities and Income ETF$513,804$65,734 ▲14.7%29,2100.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$509,508$59,552 ▼-10.5%19,4470.5%ETFXPNDFirst Trust Expanded Technology ETF$492,617$63,331 ▲14.8%17,4470.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$487,817$15,700 ▼-3.1%19,4820.5%ETFMUBiShares National Muni Bond ETF$481,429$17,608 ▼-3.5%4,5660.5%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$449,497$14,453 ▼-3.1%3,4210.4%ETFDFASDimensional U.S. Small Cap ETF$424,379$50,725 ▼-10.7%7,1030.4%ETFNOBLProShares S&P 500 Aristocrats ETF$404,640$10,320 ▼-2.5%3,9600.4%ETFFPXFirst Trust US Equity Opportunities ETF$392,414$5,922 ▼-1.5%3,5120.4%ETFNFLXNetflix$374,8770.0%4020.4%Consumer DiscretionarySKYYFirst Trust Cloud Computing ETF$368,502$4,702 ▼-1.3%3,6050.4%ManufacturingADSKAutodesk$350,288$10,472 ▼-2.9%1,3380.4%Computer and TechnologyGTLSChart Industries$328,419$2,165 ▼-0.7%2,2750.3%IndustrialsFNDASchwab Fundamental U.S. Small Company Index ETF$323,491$53,326 ▼-14.2%11,8110.3%ETFDIMENSIONAL ETF TRUST$318,129$25,617 ▲8.8%5,1910.3%WORLD EQUITY ETFTSLATesla$312,288$42,502 ▼-12.0%1,2050.3%Auto/Tires/TrucksFNDXSchwab Fundamental U.S. Large Company Index ETF$294,228$49,581 ▲20.3%12,4620.3%ETFFLTRVanEck Floating Rate ETF$291,327$5,749 ▲2.0%11,4020.3%ETFSCHBSchwab US Broad Market ETF$267,148$2,562 ▲1.0%12,4080.3%ETFGLDMSPDR Gold MiniShares Trust$262,723$495 ▲0.2%4,2450.3%FinanceABBVAbbVie$262,612$210 ▲0.1%1,2530.3%MedicalSTRSitio Royalties$260,5950.0%13,1150.3%EnergyONEOSPDR Russell 1000 Momentum Focus ETF$251,739$14,862 ▼-5.6%2,1850.3%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$251,290$1,285 ▼-0.5%5,2790.3%FinanceVTVVanguard Value ETF$245,829$70,311 ▼-22.2%1,4230.2%ETFNTRNutrien$243,8800.0%4,9100.2%Basic MaterialsDFSUDimensional US Sustainability Core 1 ETF$237,3130.0%6,6270.2%ETFAWKAmerican Water Works$229,875$229,875 ▲New Holding1,5580.2%UtilitiesFNXFirst Trust Mid Cap Core AlphaDEX Fund$228,782$4,251 ▼-1.8%2,0990.2%ManufacturingXOMExxon Mobil$219,481$65,309 ▼-22.9%1,8450.2%EnergyDFEMDimensional Emerging Markets Core Equity 2 ETF$213,268$9,843 ▲4.8%8,0600.2%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$202,5130.0%7,1160.2%ManufacturingHYLNHyliion$36,3520.0%25,9660.0%Auto/Tires/TrucksBRK.BBerkshire Hathaway$0$716,636 ▼-100.0%00.0%FinanceAVGOBroadcom$0$242,281 ▼-100.0%00.0%Computer and TechnologyShowing 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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