Bka Wealth Consulting, Inc. Incresed Positions in Q4 2025

Bka Wealth Consulting, Inc.

  • $102 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
4.68K
+ 9.37%
$35.82 - $37.52 $168K - $176K
54.7K $2.03M
FNDX
Schwab Fundamental U S Large C

ETFs
4.55K
+ 2.02%
$25.68 - $26.95 $117K - $123K
229K $6.1M
NVDA
Nvidia Corp

Technology
677
+ 2.75%
$179.83 - $207.04 $122K - $140K
25.3K $4.72M
WMT
Walmart Inc.

Consumer Defensive
977
+ 38.3%
$101.18 - $109.03 $98.9K - $107K
3.53K $363K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.49K
+ 12.09%
$37.61 - $39.41 $93.5K - $98K
23K $890K
AVUV
American Centy ETF Tr Avantis

ETFs
911
+ 12.67%
$95.19 - $100.66 $86.7K - $91.7K
8.1K $790K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.09K
+ 5.17%
$26.44 - $27.53 $55.3K - $57.6K
42.6K $1.16M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.2K
+ 12.66%
$31.28 - $33.46 $37.4K - $40K
10.6K $351K
FNDF
Schwab Fundamental Intl Large

ETFs
302
+ 1.66%
$42.35 - $45.18 $12.8K - $13.6K
18.5K $827K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
688
+ 5.03%
$117.68 - $124.18 $81K - $85.4K
14.4K $1.69M
DUHP
Dimensional ETF Tr Dimensional

ETFs
679
+ 0.92%
$37.18 - $38.47 $25.2K - $26.1K
74.6K $2.81M
DFAX
Dimensional ETF Tr
67
+ 0.35%
$30.71 - $32.34 $2.06K - $2.17K
19K $606K
FPE
First Tr Pfd Secs & Income ETF

ETFs
272
+ 0.69%
$18.14 - $18.51 $4.93K - $5.03K
39.6K $725K
DFUS
Dimensional ETF Tr U S Equity

ETFs
16
+ 0.18%
$71.0 - $74.64 $1.14K - $1.19K
8.73K $636K
FTSL
First Trust Senior Ln Fund

ETFs
42
+ 0.23%
$45.62 - $45.98 $1.92K - $1.93K
18.6K $856K
VTV
Vanguard Value ETF

ETFs
17
+ 1.21%
$182.87 - $189.72 $3.11K - $3.23K
1.42K $266K
MUB
Ishares National Muni Bond ETF

ETFs
8
+ 0.24%
$106.36 - $107.61 $851 - $861
3.4K $363K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6
+ 0.05%
$25.2 - $26.46 $151 - $159
11.2K $288K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9
+ 0.03%
$44.68 - $47.47 $402 - $427
31.7K $1.49M
FCEF
First Tr Exchange Traded Fd Vi
682
+ 1.14%
N/A
60.7K $0
Dimensional ETF Trust
687
+ 9.94%
N/A
7.6K $0
Goldman Sachs ETF Tr
853
+ 0.74%
N/A
116K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.29%
$653.02 - $687.39 $653 - $687
342 $227K
First Tr Exchange Traded Fd
1.13K
+ 3.63%
N/A
32.2K $0
First Tr Exchange Traded Fd
843
+ 4.26%
N/A
20.6K $0
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
189
+ 2.22%
$93.79 - $100.35 $17.7K - $19K
8.69K $818K
MSFT
Microsoft Corp

Technology
1
+ 0.23%
$496.82 - $542.07 $497 - $542
434 $220K
AWK
American Water Works Company, Inc.

Utilities
10
+ 0.63%
$125.97 - $145.43 $1.26K - $1.45K
1.59K $208K
NFLX
Netflix Inc

Communication Services
3.65K
+ 907.21%
$110.29 - $1241.35 $402K - $4.53M
4.05K $446K
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bka Wealth Consulting, Inc. Portfolio

Follow Bka Wealth Consulting, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bka Wealth Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bka Wealth Consulting, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email