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BKA Wealth Consulting

Latest statistics and disclosures from BKA Wealth Consulting's latest quarterly 13F-HR filing:

Top 5 stock holdings are MOAT, KNG, DGRW, UCON, FTCS, and represent 49.61% of BKA Wealth Consulting's stock portfolio.
Added to shares of these 10 stocks: UCON, DUHP, DGRW, MOAT, KNG, JMUB, DFAI, JMST, LVHI, AVUV.
Started 7 new stock positions in AVUV, JMST, FLTR, FNDX, ABBV, JMUB, DUHP.
Reduced shares in these 10 stocks: IJR, IEF, JPST, BA, AWK, IAU, F, FTCS, MUB, VTV.
Sold out of its positions in AWK, BA, F, IJR.
BKA Wealth Consulting was a net buyer of stock by $4.6M.
BKA Wealth Consulting has $78M in assets under management (AUM), dropping by 12.65%.
Central Index Key (CIK): 0001922884

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Portfolio Holdings for BKA Wealth Consulting

BKA Wealth Consulting holds 58 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	15.4	$12M	+5%	133k	89.90	View chart
First Tr Exchange-traded Ft Cboe Vest S&p (KNG)	10.7	$8.3M	+7%	155k	53.71	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	10.3	$8.0M	+12%	105k	76.19	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	6.8	$5.2M	+42%	213k	24.60	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	6.4	$5.0M	-2%	58k	85.65	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	5.8	$4.5M	+8%	152k	29.78	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	4.5	$3.5M	-15%	70k	50.45	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.1	$2.4M	-27%	26k	94.66	View chart
NVIDIA Corporation (NVDA)	3.0	$2.3M		2.6k	903.39	View chart
Apple (AAPL)	2.3	$1.7M		10k	171.47	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	2.0	$1.5M	+4%	59k	25.96	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.6	$1.2M	+3%	11k	110.50	View chart
Ishares Gold Tr Ishares New (IAU)	1.6	$1.2M	-13%	29k	42.01	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.4	$1.1M	NEW	36k	31.61	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	1.4	$1.1M		33k	32.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$845k	+21%	11k	80.63	View chart
Amazon (AMZN)	1.1	$840k		4.7k	180.38	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.0	$791k	+167%	26k	30.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$745k		1.6k	480.70	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.0	$744k	+15%	16k	47.46	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$688k	+8%	22k	31.95	View chart
Fs Kkr Capital Corp (FSK)	0.9	$669k		35k	19.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$665k		1.6k	420.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$625k	-3%	4.1k	150.93	View chart
Sherwin-Williams Company (SHW)	0.8	$620k		1.8k	347.42	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$545k	-16%	5.1k	107.60	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.7	$520k	NEW	10k	50.74	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.6	$490k		8.6k	56.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$482k	+2%	7.7k	62.34	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.6	$466k	+10%	20k	23.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$461k		5.0k	92.73	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$444k	NEW	8.7k	50.74	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$439k	+15%	17k	25.44	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.6	$435k		3.5k	123.29	View chart
Chart Industries (GTLS)	0.6	$427k		2.6k	164.72	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.5	$414k	+42%	7.3k	57.03	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$409k		4.0k	101.41	View chart
First Tr Exchange Traded Us Eqty Oppt Etf (FPX)	0.5	$377k		3.6k	105.79	View chart
Autodesk (ADSK)	0.5	$359k		1.4k	260.42	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.5	$349k	-5%	3.7k	95.59	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.4	$346k	+4%	62k	5.57	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$330k	NEW	3.5k	93.72	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.4	$325k	+6%	7.0k	46.21	View chart
Sitio Royalties Corp Class A Com (STR)	0.4	$324k		13k	24.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$323k	-16%	2.0k	162.83	View chart
Tesla Motors (TSLA)	0.4	$309k	+5%	1.8k	175.79	View chart
Nutrien (NTR)	0.4	$305k		5.6k	54.31	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$285k	-2%	4.7k	61.05	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.3	$267k	+25%	5.6k	47.44	View chart
Spdr Ser Tr Russell Momentum (ONEO)	0.3	$265k		2.3k	115.45	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.3	$242k		2.1k	113.38	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.3	$238k	NEW	3.5k	67.39	View chart
Abbvie (ABBV)	0.3	$227k	NEW	1.2k	182.05	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.3	$226k		7.1k	31.81	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$215k	NEW	8.4k	25.51	View chart
Cadiz Com New (CDZI)	0.1	$94k		33k	2.90	View chart
23andme Holding Class A Com (ME)	0.1	$73k		138k	0.53	View chart
Hyliion Holdings Corp Common Stock (HYLN)	0.1	$46k		26k	1.76	View chart

Past Filings by BKA Wealth Consulting

SEC 13F filings are viewable for BKA Wealth Consulting going back to 2022

BKA Wealth Consulting 2024 Q1 filed April 10, 2024
BKA Wealth Consulting 2023 Q4 filed Feb. 2, 2024
BKA Wealth Consulting 2023 Q3 filed Nov. 3, 2023
BKA Wealth Consulting 2023 Q2 filed July 24, 2023
BKA Wealth Consulting 2023 Q1 restated filed May 30, 2023
BKA Wealth Consulting 2023 Q1 filed April 21, 2023
BKA Wealth Consulting 2022 Q4 filed Feb. 2, 2023
BKA Wealth Consulting 2022 Q3 filed Oct. 24, 2022
BKA Wealth Consulting 2022 Q2 filed July 11, 2022
BKA Wealth Consulting 2022 Q1 filed April 29, 2022

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