BKD Wealth Advisors, LLC

RIA/Wealth

BKD Wealth Advisors, LLC is a RIA/Wealth based in New York, NY led by William Thompson Sneed, reporting $8.9B in AUM as of Q3 2025 with 85% ETF concentration, 61% concentrated in top 10 holdings, 31% allocation to VTI, and minimal technology exposure.

PresidentWilliam Thompson Sneed

Portfolio Value: $5.0B
Positions: 402
Top Holding: VTI at 30.7%
Last Reported: Q3 2025

Address135 West 50th Street, 17th Floor, New York, NY, 10020, United States

Top Holdings

Largest long holdings in BKD Wealth Advisors, LLC's portfolio (61.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$1.5B	30.70%	+$27.2M Bought	— 4.7M shares	Q3 2013 Held for 12y 2m
2 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$512.2M	10.17%	+$18.1M Bought	— 7.2M shares	Q3 2013 Held for 12y 2m
3 Schwab U.S. Broad Market SCHB	ETF ETF	$162.9M	3.23%	+$2.2M Bought	— 6.3M shares	Q3 2014 Held for 11y 2m
4 JPMorgan Hedged Equity Laddered Overlay HELO	ETF ETF	$155.6M	3.09%	+$15.0M Bought	— 2.4M shares	Q2 2024 Held for 1y 5m
5 Vanguard S&P 500 ETF VOO	ETF ETF	$147.8M	2.94%	-$5.7M Sold	— 241.3K shares	Q4 2016 Held for 8y 11m
6 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$144.6M	2.87%	+$2.6M Bought	— 1.4M shares	Q1 2016 Held for 9y 8m
7 Fidelity Total Bond FBND	ETF ETF	$119.6M	2.38%	+$6.2M Bought	— 2.6M shares	Q1 2023 Held for 2y 8m
8 iShares Core S&P 500 ETF IVV	ETF ETF	$112.7M	2.24%	+$1.9M Bought	— 168.4K shares	Q3 2013 Held for 12y 2m
9 VCRB Vanguard Core Bond VCRB	ETF ETF	$102.8M	2.04%	+$37.9M Bought	— 1.3M shares	Q2 2024 Held for 1y 5m
10 T. Rowe Price U.S. Equity Research ETF TSPA	ETF ETF	$77.9M	1.55%	+$16.0M Bought	— 1.9M shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BKD Wealth Advisors, LLC's latest filing

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Market Value

$5.0B

Prior: $4.6B

Q/Q Change

+8.62%

+$399.8M

Net Flows % of MV

+1.74%

Turnover Ratio

2.74%

New Purchases

6 stocks

$4.3M

Added To

103 stocks

+$175.1M

Sold Out Of

12 stocks

$11.0M

Reduced Holdings

245 stocks

-$80.8M

Increased Positions

Position	Shares Δ	Change
1 Allegion ALLE	New	0 → 16.0K +$2.8M
2 EFV iShares MSCI EAFE Value EFV	New	0 → 6.2K +$421.9K
3 SouthState SSB	New	0 → 3.5K +$345.9K
4 TCAI AIMTC, Inc. TCAI	New	0 → 9.8K +$289.1K
5 iShares Semiconductor SOXX	New	0 → 783.0 +$212.3K

Decreased Positions

Position	Shares Δ	Change
1 Roper Technologies, Inc. ROP	Sold	6.8K → 0 −$3.8M
2 Sterling Infrastructure, Inc. STRL	Sold	12.3K → 0 −$2.8M
3 First Financial Corporation THFF	Sold	19.5K → 0 −$1.1M
4 Celanese Corporation CE	Sold	15.0K → 0 −$828.7K
5 Live Nation Entertainment LYV	Sold	3.3K → 0 −$500.6K

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Analytics

Portfolio insights and performance metrics for BKD Wealth Advisors, LLC

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Sector Allocation

ETF

85.20%

Technology

4.90%

Healthcare

1.90%

Financial Services

1.80%

Consumer Cyclical

1.40%

Industrials

1.30%

Communication Services

1.00%

Consumer Defensive

0.80%

Energy

0.60%

Utilities

0.40%

Real Estate

0.10%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

8.27%

Large Cap ($10B - $200B)

5.75%

Mid Cap ($2B - $10B)

0.18%

Small Cap ($300M - $2B)

0.05%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.02%

N/A (ETF or Unknown)

85.73%

Portfolio Concentration

Top 10 Holdings %

61.21%

Top 20 Holdings %

72.36%

Top 50 Holdings %

86.17%

Top 100 Holdings %

93.53%