Bka Wealth Consulting, Inc. Top Holdings and 13F Report (2026) About Bka Wealth Consulting, Inc.Investment ActivityBka Wealth Consulting, Inc. has $132.03 million in total holdings as of March 31, 2026.Bka Wealth Consulting, Inc. owns shares of 80 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 17.56% of the portfolio was purchased this quarter.About 7.00% of the portfolio was sold this quarter.This quarter, Bka Wealth Consulting, Inc. has purchased 75 new stocks and bought additional shares in 41 stocks.Bka Wealth Consulting, Inc. sold shares of 23 stocks and completely divested from 3 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $17,832,194VanEck Morningstar Wide Moat ETF $9,921,003First Trust TCW Unconstrained Plus Bond ETF $8,799,392Franklin International Low Volatility High Dividend Index ETF $6,691,352Schwab Fundamental U.S. Large Company ETF $6,576,892 Largest New Holdings this Quarter 46641Q274 - JPMorgan Short Duration Core Plus ETF $5,645,775 Holding92647X830 - VictoryShares Free Cash Flow ETF $3,174,314 Holding72201R585 - PIMCO Multi Sector Bond Active ETF $882,992 Holding921943858 - Vanguard FTSE Developed Markets ETF $879,801 Holding81369Y506 - Energy Select Sector SPDR Fund $521,158 Holding Largest Purchases this Quarter JPMorgan Short Duration Core Plus ETF 119,361 shares (about $5.65M)VictoryShares Free Cash Flow ETF 80,403 shares (about $3.17M)WALMART INC 11,917 shares (about $1.48M)First Trust Large Cap Growth AlphaDEX Fund 9,060 shares (about $1.40M)Microsoft 3,089 shares (about $1.14M) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 80,146 shares (about $4.06M)First Trust Capital Strength ETF 20,319 shares (about $1.88M)Invesco S&P 500 Momentum ETF 5,142 shares (about $576.50K)GOLDMAN SACHS ETF TR 7,808 shares (about $390.71K)Franklin International Low Volatility High Dividend Index ETF 9,287 shares (about $376.49K) 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$17,832,194$876,466 ▲5.2%203,00813.5%ManufacturingMOATVanEck Morningstar Wide Moat ETF$9,921,003$76,780 ▼-0.8%102,5967.5%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$8,799,392$145,449 ▼-1.6%355,2446.7%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$6,691,352$376,494 ▼-5.3%165,0565.1%ETFFNDXSchwab Fundamental U.S. Large Company ETF$6,576,892$186,289 ▲2.9%236,1545.0%ETFJSCPJPMorgan Short Duration Core Plus ETF$5,645,775$5,645,775 ▲New Holding119,3614.3%ETFGOLDMAN SACHS ETF TR$5,409,193$390,714 ▼-6.7%108,0974.1%S&P 500 PREMIUMNVDANVIDIA$4,449,836$35,403 ▲0.8%25,5153.4%Computer and TechnologyFTCFirst Trust Large Cap Growth AlphaDEX Fund$3,256,616$1,396,551 ▲75.1%21,1272.5%ETFAFLGFirst Trust Active Factor Large Cap ETF$3,201,906$612,029 ▲23.6%83,0052.4%ETFVFLOVictoryShares Free Cash Flow ETF$3,174,314$3,174,314 ▲New Holding80,4032.4%ETFIAUiShares Gold Trust$2,814,508$398,307 ▲16.5%31,9252.1%FinanceDUHPDimensional US High Profitability ETF$2,742,957$845 ▲0.0%74,6182.1%ETFAAPLApple$2,443,618$29,184 ▼-1.2%9,6291.9%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$2,167,356$38,064 ▲1.8%55,6301.6%ETFWALMART INC$1,919,565$1,481,091 ▲337.8%15,4451.5%COMVOOVanguard S&P 500 ETF$1,914,112$441,029 ▲29.9%3,2031.4%ETFFCEFFirst Trust Income Opportunities ETF$1,893,360$527,627 ▲38.6%84,1311.4%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$1,843,215$200,058 ▲12.2%72,1411.4%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$1,634,228$671,327 ▲69.7%14,7521.2%ManufacturingAMLPAlerian MLP ETF$1,542,403$125,441 ▼-7.5%29,3011.2%ETFFNDFSchwab Fundamental International Equity ETF$1,531,836$627,472 ▲69.4%31,3071.2%ETFJMUBJPMorgan Municipal ETF$1,509,568$78,485 ▲5.5%30,1971.1%ETFDFEVDimensional Emerging Markets Value ETF$1,504,087$79,897 ▼-5.0%42,0371.1%ETFFMHIFirst Trust Municipal High Income ETF$1,420,353$303,068 ▲27.1%29,8771.1%ManufacturingSCHDSchwab US Dividend Equity ETF$1,336,477$30,312 ▲2.3%43,5621.0%ETFMSFTMicrosoft$1,304,199$1,143,534 ▲711.8%3,5231.0%Computer and TechnologyGOOGLAlphabet$1,197,712$49,461 ▼-4.0%4,1650.9%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$1,083,714$1,884,789 ▼-63.5%11,6830.8%ETFDFACDimensional U.S. Core Equity 2 ETF$1,075,239$179,763 ▲20.1%27,6700.8%ETFSPMOInvesco S&P 500 Momentum ETF$1,034,269$576,500 ▼-35.8%9,2250.8%ETFVTVanguard Total World Stock ETF$994,637$53,667 ▼-5.1%7,1910.8%ETFFIRST TR EXCHANGE-TRADED FD$980,258$440,398 ▲81.6%58,4530.7%WCM INTL EQUITYXOMExxonMobil$979,917$691,676 ▲240.0%5,7760.7%EnergyFTSLFirst Trust Senior Loan ETF$951,698$117,109 ▲14.0%21,2430.7%ManufacturingAMZNAmazon.com$920,451$21,449 ▲2.4%4,4200.7%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$913,223$18,116 ▲2.0%8,2670.7%ETFPYLDPIMCO Multi Sector Bond Active ETF$882,992$882,992 ▲New Holding33,7020.7%ETFVEAVanguard FTSE Developed Markets ETF$879,801$879,801 ▲New Holding13,7300.7%ETFJPSTJPMorgan Ultra-Short Income ETF$861,136$4,056,221 ▼-82.5%17,0150.7%ETFFPEFirst Trust Preferred Securities and Income ETF$847,771$144,324 ▲20.5%47,7620.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$644,332$577 ▲0.1%18,9680.5%ETFFIRST TR EXCHANGE-TRADED FD$643,315$297,133 ▲85.8%38,3110.5%WCM DEVELOPING WDFUSDimensional U.S. Equity ETF$621,743$2,978 ▲0.5%8,7680.5%ETFTSLATesla$587,737$26,023 ▲4.6%1,5810.4%Auto/Tires/TrucksDIMENSIONAL ETF TRUST$561,938$1,402 ▲0.3%7,6160.4%WORLD EQUITY ETFXLEEnergy Select Sector SPDR Fund$521,158$521,158 ▲New Holding8,5070.4%ETFLNTAlliant Energy$517,103$517,103 ▲New Holding7,2060.4%UtilitiesSCHGSchwab U.S. Large-Cap Growth ETF$498,068$641 ▲0.1%17,0980.4%ETFFPXFirst Trust US Equity Opportunities ETF$490,035$8,416 ▼-1.7%3,0860.4%ETFGLDMSPDR Gold MiniShares Trust$457,0540.0%4,9310.3%FinanceGTLSChart Industries$454,8500.0%2,2000.3%IndustrialsDFASDimensional U.S. Small Cap ETF$447,075$6,189 ▼-1.4%6,2850.3%ETFFNDASchwab Fundamental U.S. Small Company ETF$413,627$27,275 ▼-6.2%12,7540.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$391,281$23,805 ▲6.5%11,3250.3%ETFNFLXNetflix$386,523$2,788 ▼-0.7%4,0200.3%Consumer DiscretionaryNOBLProShares S&P 500 Aristocrats ETF$372,050$13,356 ▼-3.5%3,5100.3%ETFMUBiShares National Muni Bond ETF$360,964$531 ▲0.1%3,4010.3%ETFFSKFS KKR Capital$358,8250.0%35,2480.3%FinanceAVGOBroadcom$323,139$4,333 ▼-1.3%1,0440.2%Computer and TechnologyFLTRVanEck IG Floating Rate ETF$320,621$27,697 ▲9.5%12,5830.2%ETFABBVAbbVie$301,222$33,276 ▲12.4%1,3850.2%MedicalVIPER ENERGY INC$299,1850.0%6,3670.2%CL ADFSUDimensional US Sustainability Core 1 ETF$297,0810.0%7,2300.2%ETFNTRNutrien$286,295$7,546 ▼-2.6%3,7940.2%Basic MaterialsVTVVanguard Value ETF$276,501$2,944 ▼-1.1%1,4090.2%ETFSLViShares Silver Trust$273,5140.0%4,0140.2%ETFADSKAutodesk$262,861$14,125 ▼-5.1%1,0980.2%Computer and TechnologySCHBSchwab US Broad Market ETF$255,505$24,574 ▼-8.8%10,1790.2%ETFPMPhilip Morris International$255,120$255,120 ▲New Holding1,5430.2%Consumer StaplesSHWSherwin-Williams$254,998$641 ▲0.3%7960.2%Basic MaterialsSKYYFirst Trust Cloud Computing ETF$251,2150.0%2,2970.2%ManufacturingAWKAmerican Water Works$230,840$14,972 ▲6.9%1,6960.2%UtilitiesSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$223,727$1,578 ▲0.7%4,6780.2%FinanceSPYSPDR S&P 500 ETF Trust$223,140$651 ▲0.3%3430.2%FinanceONEOSPDR Russell 1000 Momentum Focus ETF$221,401$798 ▲0.4%1,6640.2%ETFCSCOCisco Systems$208,739$208,739 ▲New Holding2,6900.2%Computer and TechnologyFNXFirst Trust Mid Cap Core AlphaDEX Fund$208,117$4,488 ▼-2.1%1,6230.2%ManufacturingIEFiShares 7-10 Year Treasury Bond ETF$203,574$286 ▲0.1%2,1330.2%ETFHYLNHyliion$45,7000.0%25,9660.0%Auto/Tires/TrucksBRK.BBerkshire Hathaway$0$798,208 ▼-100.0%00.0%FinanceGSThe Goldman Sachs Group$0$277,254 ▼-100.0%00.0%FinanceIBMInternational Business Machines$0$206,694 ▼-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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