BKA Wealth Consulting, Inc. Portfolio Holdings
Q3 2025•71 long positions•$121.3M portfolio value
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Holding77 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $17.2M 14.2% | +$1.9M Bought | — 193.7K shares | 172.4K → 193.7K +$1.9M | +12.4% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $10.3M 8.46% | -$1.5M Sold | — 103.5K shares | 119.0K → 103.5K −$1.5M | -13.01% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $9.2M 7.58% | -$1.5M Sold | — 365.1K shares | 425.1K → 365.1K −$1.5M | -14.13% | — — | Q1 2022 Held for 3y 8m | |
Consumer Electronics Technology | $7.3M 6.03% | +$4.8M Bought | 0.0% 28.8K shares | 9.7K → 28.8K +$4.8M | +196.27% | $3.78T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $6.1M 5.07% | -$1.2M Sold | — 176.9K shares | 211.1K → 176.9K −$1.2M | -16.21% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.0M 4.95% | +$2.7M Bought | — 115.1K shares | 62.9K → 115.1K +$2.7M | +82.91% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.9M 4.88% | +$1.1M Bought | — 224.9K shares | 181.7K → 224.9K +$1.1M | +23.78% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.3M 4.33% | -$712.7K Sold | — 103.7K shares | 117.8K → 103.7K −$712.7K | -11.94% | — — | Q3 2022 Held for 3y 2m | |
Semiconductors Technology | $4.6M 3.79% | -$251.7K Sold | 0.0% 24.6K shares | 26.0K → 24.6K −$251.7K | -5.19% | $4.54T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.0M 2.48% | -$169.4K Sold | — 32.2K shares | 34.0K → 32.2K −$169.4K | -5.32% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.8M 2.3% | +$136.3K Bought | — 73.9K shares | 70.3K → 73.9K +$136.3K | +5.13% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.6M 2.15% | +$520.8K Bought | — 67.2K shares | 53.8K → 67.2K +$520.8K | +24.94% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $2.0M 1.66% | +$165.7K Bought | — 27.7K shares | 25.4K → 27.7K +$165.7K | +8.97% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 1.62% | +$1.3M Bought | — 12.3K shares | 4.0K → 12.3K +$1.3M | +204.67% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.8M 1.5% | +$97.9K Bought | — 50.0K shares | 47.3K → 50.0K +$97.9K | +5.69% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.7M 1.38% | -$19.8K Sold | — 64.6K shares | 65.3K → 64.6K −$19.8K | -1.17% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.7M 1.36% | -$9.8K Sold | — 13.7K shares | 13.8K → 13.7K −$9.8K | -0.59% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.5M 1.28% | -$660.1K Sold | — 2.5K shares | 3.6K → 2.5K −$660.1K | -29.88% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.5M 1.23% | +$167.0K Bought | — 31.7K shares | 28.1K → 31.7K +$167.0K | +12.66% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.4M 1.19% | +$158.5K Bought | — 28.7K shares | 25.6K → 28.7K +$158.5K | +12.29% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.4M 1.17% | -$719.3K Sold | — 44.6K shares | 67.2K → 44.6K −$719.3K | -33.58% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.4M 1.13% | +$491.7K Bought | — 60.0K shares | 38.5K → 60.0K +$491.7K | +55.8% | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $1.3M 1.05% | +$223.6K Bought | 0.0% 5.2K shares | 4.3K → 5.2K +$223.6K | +21.29% | $2.95T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.1M 0.925% | +$143.0K Bought | — 23.6K shares | 20.6K → 23.6K +$143.0K | +14.6% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.92% | -$20.3K Sold | — 8.1K shares | 8.3K → 8.1K −$20.3K | -1.78% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.1M 0.911% | +$39.7K Bought | — 40.5K shares | 39.0K → 40.5K +$39.7K | +3.72% | — — | Q1 2022 Held for 3y 8m | |
Auto - Manufacturers Consumer Cyclical | $1.0M 0.829% | +$7.1K Bought | 0.0% 2.3K shares | 2.2K → 2.3K +$7.1K | +0.71% | $1.48T Mega Cap | Q1 2022 Held for 3y 8m | |
Specialty Retail Consumer Cyclical | $947.9K 0.781% | — | 0.0% 4.3K shares | — | — | $2.34T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $852.0K 0.702% | +$77.0K Bought | — 18.6K shares | 16.9K → 18.6K +$77.0K | +9.94% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $822.1K 0.678% | +$822.1K New | — 8.5K shares | 0 → 8.5K +$822.1K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $792.9K 0.653% | -$4.2K Sold | — 20.6K shares | 20.7K → 20.6K −$4.2K | -0.53% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $781.1K 0.644% | +$781.1K New | — 18.2K shares | 0 → 18.2K +$781.1K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $717.9K 0.592% | +$119.3K Bought | — 39.4K shares | 32.8K → 39.4K +$119.3K | +19.93% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $715.8K 0.59% | +$43.0K Bought | — 7.2K shares | 6.8K → 7.2K +$43.0K | +6.39% | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $651.3K 0.537% | +$303.5K Bought | 0.0% 2.0K shares | 1.1K → 2.0K +$303.5K | +87.29% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $631.0K 0.52% | +$1.3K Bought | — 8.7K shares | 8.7K → 8.7K +$1.3K | +0.21% | — — | Q1 2022 Held for 3y 8m | |
Chemicals - Specialty Basic Materials | $614.7K 0.507% | +$1.4K Bought | 0.001% 1.8K shares | 1.8K → 1.8K +$1.4K | +0.23% | $86.3B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $608.2K 0.501% | -$38.0K Sold | — 19.1K shares | 20.2K → 19.1K −$38.0K | -5.88% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $592.6K 0.488% | +$1.8K Bought | — 18.9K shares | 18.8K → 18.9K +$1.8K | +0.3% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $578.3K 0.477% | -$9.6K Sold | — 3.5K shares | 3.5K → 3.5K −$9.6K | -1.64% | — — | Q1 2022 Held for 3y 8m | |
Asset Management Financial Services | $526.3K 0.434% | — | 0.013% 35.2K shares | — | — | $4.2B Mid Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $496.6K 0.409% | +$53.0K Bought | — 6.9K shares | 6.2K → 6.9K +$53.0K | +11.94% | — — | Q2 2024 Held for 1y 5m | |
Entertainment Communication Services | $482.0K 0.397% | — | 0.0% 402.0 shares | — | — | $509.45B Mega Cap | Q2 2024 Held for 1y 5m | |
Industrial - Machinery Industrials | $455.3K 0.375% | -$10.0K Sold | 0.005% 2.3K shares | 2.3K → 2.3K −$10.0K | -2.15% | $9.0B Mid Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $438.2K 0.361% | -$7.3K Sold | — 6.4K shares | 6.5K → 6.4K −$7.3K | -1.64% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $436.3K 0.36% | +$20.0K Bought | — 14.0K shares | 13.4K → 14.0K +$20.0K | +4.81% | — — | Q1 2022 Held for 3y 8m | |
Software - Application Technology | $417.1K 0.344% | -$7.9K Sold | 0.001% 1.3K shares | 1.3K → 1.3K −$7.9K | -1.87% | $67.7B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $391.8K 0.323% | -$24.2K Sold | — 3.8K shares | 4.0K → 3.8K −$24.2K | -5.82% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $374.7K 0.309% | +$21.3K Bought | — 4.9K shares | 4.6K → 4.9K +$21.3K | +6.01% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $360.7K 0.297% | +$745.3 Bought | — 3.4K shares | 3.4K → 3.4K +$745.3 | +0.21% | — — | Q1 2022 Held for 3y 8m |
