BKA Wealth Consulting, Inc.
RIA/Wealth
BKA Wealth Consulting, Inc. is a RIA/Wealth based in Cedar Park, TX led by Eric Charles Boyce, reporting $194.3M in AUM as of Q3 2025 with 81% ETF concentration and 62% concentrated in top 10 holdings.
Managing PartnerEric Charles Boyce
- Portfolio Value
- $121.3M
- Positions
- 71
- Top Holding
- DGRW at 14.2%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BKA Wealth Consulting, Inc.'s portfolio (61.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $17.2M | 14.20% | +$1.9M Bought | — 193.7K shares | |
ETF ETF | $10.3M | 8.46% | -$1.5M Sold | — 103.5K shares | |
ETF ETF | $9.2M | 7.58% | -$1.5M Sold | — 365.1K shares | |
Consumer Electronics Technology | $7.3M | 6.03% | +$4.8M Bought | 0.00% 28.8K shares | |
ETF ETF | $6.1M | 5.07% | -$1.2M Sold | — 176.9K shares | |
ETF ETF | $6.0M | 4.95% | +$2.7M Bought | — 115.1K shares | |
ETF ETF | $5.9M | 4.88% | +$1.1M Bought | — 224.9K shares | |
ETF ETF | $5.3M | 4.33% | -$712.7K Sold | — 103.7K shares | |
Semiconductors Technology | $4.6M | 3.79% | -$251.7K Sold | 0.00% 24.6K shares | |
ETF ETF | $3.0M | 2.48% | -$169.4K Sold | — 32.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BKA Wealth Consulting, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for BKA Wealth Consulting, Inc.
GthenA