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Size ($ in 1000's)
At 03/31/2024: $77,459 At 12/31/2023: $68,769
BKA Wealth Consulting Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BKA Wealth Consulting Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the BKA Wealth Consulting Inc. top holdings by largest position size, as per the latest 13f filing made by BKA Wealth Consulting Inc..
In the BKA Wealth Consulting Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by BKA Wealth Consulting Inc. in that top holding, then the share count change between reporting periods, and finally the BKA Wealth Consulting Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANECK ETF TRUST (MOAT) |
132,680 |
+6,971 |
$11,928 | MOAT | 132,680 | +6,971 | $11,928 | FIRST TR EXCHANGE TRADED FD (KNG) |
154,931 |
+11,453 |
$8,321 | KNG | 154,931 | +11,453 | $8,321 | WISDOMTREE TR |
104,769 |
+11,578 |
$7,982 | DGRW | 104,769 | +11,578 | $7,982 | FIRST TR EXCHNG TRADED FD VI (UCON) |
212,716 |
+63,230 |
$5,233 | UCON | 212,716 | +63,230 | $5,233 | FIRST TR EXCHANGE TRADED FD (FTCS) |
58,000 |
-1,358 |
$4,968 | FTCS | 58,000 | -1,358 | $4,968 | LEGG MASON ETF INVT (LVHI) |
151,886 |
+11,835 |
$4,523 | LVHI | 151,886 | +11,835 | $4,523 | J P MORGAN EXCHANGE TRADED F (JPST) |
69,797 |
-13,053 |
$3,521 | JPST | 69,797 | -13,053 | $3,521 | ISHARES TR (IEF) |
25,660 |
-9,821 |
$2,429 | IEF | 25,660 | -9,821 | $2,429 | NVIDIA CORPORATION |
2,599 |
-21 |
$2,348 | NVDA | 2,599 | -21 | $2,348 | APPLE INC |
10,183 |
-77 |
$1,746 | AAPL | 10,183 | -77 | $1,746 | DIMENSIONAL ETF TRUST (DFEV) |
58,765 |
+2,683 |
$1,526 | DFEV | 58,765 | +2,683 | $1,526 | VANGUARD INTL EQUITY INDEX F (VT) |
11,176 |
+393 |
$1,235 | VT | 11,176 | +393 | $1,235 | ISHARES GOLD TR (IAU) |
28,707 |
-4,439 |
$1,206 | IAU | 28,707 | -4,439 | $1,206 | DIMENSIONAL ETF TRUST (DUHP) |
35,488 |
+35,488 |
$1,122 | DUHP | 35,488 | +35,488 | $1,122 | SPDR SER TR (SPIB) |
33,165 |
-319 |
$1,084 | SPIB | 33,165 | -319 | $1,084 | SCHWAB STRATEGIC TR |
10,473 |
+1,862 |
$844 | SCHD | 10,473 | +1,862 | $844 | AMAZON COM INC |
4,656 |
-53 |
$840 | AMZN | 4,656 | -53 | $840 | DIMENSIONAL ETF TRUST (DFAI) |
26,173 |
+16,381 |
$791 | DFAI | 26,173 | +16,381 | $791 | VANGUARD INDEX FDS (VOO) |
1,550 |
+5 |
$745 | VOO | 1,550 | +5 | $745 | ALPS ETF TR (AMLP) |
15,685 |
+2,078 |
$744 | AMLP | 15,685 | +2,078 | $744 | DIMENSIONAL ETF TRUST (DFAC) |
21,538 |
+1,639 |
$688 | DFAC | 21,538 | +1,639 | $688 | FS KKR CAP CORP |
35,073 |
UNCH |
$669 | FSK | 35,073 | UNCH | $669 | BERKSHIRE HATHAWAY INC DEL |
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$665 | BRK.B | 1,581 | UNCH | $665 | ALPHABET INC |
4,142 |
-145 |
$625 | GOOGL | 4,142 | -145 | $625 | SHERWIN WILLIAMS CO |
1,783 |
+3 |
$619 | SHW | 1,783 | +3 | $619 | ISHARES TR (MUB) |
5,065 |
-1,031 |
$545 | MUB | 5,065 | -1,031 | $545 | J P MORGAN EXCHANGE TRADED F (JMUB) |
10,252 |
+10,252 |
$520 | JMUB | 10,252 | +10,252 | $520 | DIMENSIONAL ETF TRUST (DFUS) |
8,592 |
+15 |
$490 | DFUS | 8,592 | +15 | $490 | DIMENSIONAL ETF TRUST (DFAS) |
7,736 |
+225 |
$482 | DFAS | 7,736 | +225 | $482 | FIRST TR EXCHANGE TRAD FD VI (FTGC) |
19,654 |
+1,831 |
$466 | FTGC | 19,654 | +1,831 | $466 | SCHWAB STRATEGIC TR |
4,971 |
-7 |
$461 | SCHG | 4,971 | -7 | $461 | J P MORGAN EXCHANGE TRADED F (JMST) |
8,745 |
+8,745 |
$444 | JMST | 8,745 | +8,745 | $444 | DIMENSIONAL ETF TRUST (DFAX) |
17,247 |
+2,285 |
$439 | DFAX | 17,247 | +2,285 | $439 | FIRST TRUST LRGCP GWT ALPHAD (FTC) |
3,529 |
+1 |
$435 | FTC | 3,529 | +1 | $435 | CHART INDS INC |
2,595 |
UNCH |
$427 | GTLS | 2,595 | UNCH | $427 | SCHWAB STRATEGIC TR |
7,254 |
+2,163 |
$414 | FNDA | 7,254 | +2,163 | $414 | PROSHARES TR (NOBL) |
4,037 |
+13 |
$409 | NOBL | 4,037 | +13 | $409 | FIRST TR EXCHANGE TRADED FD (FPX) |
3,565 |
+1 |
$377 | FPX | 3,565 | +1 | $377 | AUTODESK INC |
1,378 |
UNCH |
$359 | ADSK | 1,378 | UNCH | $359 | FIRST TR EXCHANGE TRADED FD (SKYY) |
3,651 |
-200 |
$349 | SKYY | 3,651 | -200 | $349 | NUVEEN CR STRATEGIES INCOME |
62,165 |
+2,523 |
$346 | JQC | 62,165 | +2,523 | $346 | AMERICAN CENTY ETF TR (AVUV) |
3,517 |
+3,517 |
$330 | AVUV | 3,517 | +3,517 | $330 | FIRST TR EXCHANGE TRADED FD (FTSL) |
7,025 |
+429 |
$325 | FTSL | 7,025 | +429 | $325 | SITIO ROYALTIES CORP |
13,115 |
UNCH |
$324 | STR | 13,115 | UNCH | $324 | VANGUARD INDEX FDS (VTV) |
1,985 |
-406 |
$323 | VTV | 1,985 | -406 | $323 | TESLA INC |
1,759 |
+88 |
$309 | TSLA | 1,759 | +88 | $309 | NUTRIEN LTD |
5,615 |
+100 |
$305 | NTR | 5,615 | +100 | $305 | SCHWAB STRATEGIC TR |
4,671 |
-106 |
$285 | SCHB | 4,671 | -106 | $285 | SPDR SER TR (SHM) |
5,635 |
+1,145 |
$267 | SHM | 5,635 | +1,145 | $267 | SPDR SER TR (ONEO) |
2,298 |
+4 |
$265 | ONEO | 2,298 | +4 | $265 |
See Full List: All Stocks Held By BKA Wealth Consulting Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By BKA Wealth Consulting Inc.
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