Bka Wealth Consulting, Inc. Portfolio Holdings

Bka Wealth Consulting, Inc.

  • $102 Million
  • Q4 2025

Bka Wealth Consulting, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $102 Million distributed in 75 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 $17.1M, First Tr ETF Viii Tcw Unconstr with a value of $9.1M, Vaneck Morningstar Wide Moat E with a value of $8.87M, Franklin International Low Vol with a value of $6.39M, and Schwab Fundamental U S Large C with a value of $6.1M.

Examining the 13F form we can see an decrease of $4.64M in the current position value, from $107M to 102M.

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

Portfolio value $102 Million
ETFs: $86.6 Million
Technology: $8.4 Million
Consumer Cyclical: $1.67 Million
Communication Services: $1.64 Million
Financial Services: $1.6 Million
Basic Materials: $494,000
Industrials: $447,000
Consumer Defensive: $363,000
Other: $695,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.1 Million 16.73% of portfolio
193,030
Q4 2025 Reduced 0.36%
$0
$9.1 Million 8.88% of portfolio
361,116
Q4 2025 Reduced 1.08%
$0
$8.87 Million 8.66% of portfolio
103,390
Q4 2025 Reduced 0.13%
$0
$6.39 Million 6.23% of portfolio
174,343
Q4 2025 Reduced 1.44%
$0
$6.1 Million 5.95% of portfolio
229,465
Q4 2025 Added 2.02%
$0
$4.92 Million 4.8% of portfolio
97,161
Q4 2025 Reduced 6.32%
$465B
$4.72 Million 4.61% of portfolio
25,312
Q4 2025 Added 2.75%
$0
$2.93 Million 2.86% of portfolio
32,002
Q4 2025 Reduced 0.6%
$0
$2.81 Million 2.74% of portfolio
74,595
Q4 2025 Added 0.92%
$4.3T
$2.61 Million 2.54% of portfolio
9,744
Q4 2025 Reduced 66.11%
$65.3B
$2.11 Million 2.06% of portfolio
27,407
Q4 2025 Reduced 0.9%
$0
$2.03 Million 1.98% of portfolio
54,653
Q4 2025 Added 9.37%
$0
$1.89 Million 1.84% of portfolio
12,067
Q4 2025 Reduced 1.53%
$0
$1.69 Million 1.65% of portfolio
14,367
Q4 2025 Added 5.03%
$0
$1.52 Million 1.48% of portfolio
2,465
Q4 2025 Reduced 2.57%
$0
$1.49 Million 1.45% of portfolio
44,270
Q4 2025 Reduced 0.78%
$0
$1.45 Million 1.41% of portfolio
28,627
Q4 2025 Reduced 0.23%
$1.65T
$1.2 Million 1.17% of portfolio
4,337
Q4 2025 Reduced 17.26%
$0
$1.16 Million 1.13% of portfolio
42,574
Q4 2025 Added 5.17%
$0
$1.13 Million 1.1% of portfolio
23,502
Q4 2025 Reduced 0.52%
$0
$1.06 Million 1.03% of portfolio
7,579
Q4 2025 Reduced 6.47%
$2.39T
$1.01 Million 0.99% of portfolio
4,317
Q2 2025 Added 4.99%
$0
$890,000 0.87% of portfolio
23,044
Q4 2025 Added 12.09%
$0
$856,000 0.84% of portfolio
18,629
Q4 2025 Added 0.23%
$0
$827,000 0.81% of portfolio
18,483
Q4 2025 Added 1.66%
$0
$818,000 0.8% of portfolio
8,692
Q4 2025 Added 2.22%
$662B
$808,000 0.79% of portfolio
1,588
Q4 2025 New
$0
$790,000 0.77% of portfolio
8,103
Q4 2025 Added 12.67%
$0
$725,000 0.71% of portfolio
39,631
Q4 2025 Added 0.69%
$0
$636,000 0.62% of portfolio
8,726
Q4 2025 Added 0.18%
$1.29T
$617,000 0.6% of portfolio
1,511
Q4 2025 Reduced 33.17%
$0
$606,000 0.59% of portfolio
18,951
Q4 2025 Added 0.35%
$0
$549,000 0.54% of portfolio
35,248
Q3 2024 Added 0.86%
$0
$550,000 0.54% of portfolio
17,076
Q4 2025 Reduced 10.4%
$0
$493,000 0.48% of portfolio
3,139
Q4 2025 Reduced 9.8%
$7.46B
$447,000 0.44% of portfolio
2,200
Q4 2025 Reduced 3.3%
$49.1B
$446,000 0.44% of portfolio
4,049
Q4 2025 Added 907.21%
$0
$427,000 0.42% of portfolio
6,372
Q4 2025 Reduced 0.45%
$0
$412,000 0.4% of portfolio
13,595
Q4 2025 Reduced 2.91%
$11.9B
$398,000 0.39% of portfolio
4,931
Q4 2025 Added 0.61%
$0
$373,000 0.36% of portfolio
3,636
Q4 2025 Reduced 4.34%
$279B
$363,000 0.35% of portfolio
3,528
Q4 2025 Added 38.3%
$139B
$362,000 0.35% of portfolio
1,058
Q4 2025 Reduced 46.4%
$0
$363,000 0.35% of portfolio
3,396
Q4 2025 Added 0.24%
$0
$351,000 0.34% of portfolio
10,636
Q4 2025 Added 12.66%
$0
$303,000 0.3% of portfolio
2,297
Q4 2025 Reduced 3.49%
$0
$293,000 0.29% of portfolio
11,496
Q4 2025 Reduced 0.12%
$0
$288,000 0.28% of portfolio
11,158
Q4 2025 Added 0.05%
$414B
$288,000 0.28% of portfolio
1,232
Q4 2025 Reduced 3.3%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $102 Million
  • Prior Value $107 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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