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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 $119,312,731
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 193,030 $17,264,310 14.47%
2.
Market Vectors Etf Trust
 SMH 103,390 $10,707,140 8.97%
3.
First Tr Exchng Traded Fd Vi
 361,116 $9,089,393 7.62%
4.
Legg Mason Etf Invt
 174,343 $6,419,307 5.38%
5.
Schwab Strategic Trust
 FNDF 229,465 $6,243,803 5.23%
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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