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Home > Institutional Investor > Bka Wealth Consulting, Inc. > Profile

Instuitional Investor - Bka Wealth Consulting, Inc.

Fund Profile
Filing Period:
Fund Name: Bka Wealth Consulting, Inc.
Portfolio Value $122,199,483
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 193,724 $17,233,659 14.1%
2.
Market Vectors Etf Trust
 SMH 103,524 $10,259,337 8.4%
3.
First Tr Exchng Traded Fd Vi
 365,053 $9,195,111 7.52%
4.
Apple Inc.
 AAPL 28,750 $7,320,632 5.99%
5.
Legg Mason Etf Invt
 176,898 $6,146,589 5.03%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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