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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001922884

BKA Wealth Consulting, Inc.

CEDAR PARK, TX · File #028-22438

Latest AUM
$119.3M
Positions
75
Top-10 Concentration
63.1%
Filings
13

Sector Allocation

Financials
16.5%$19.7M
Technology
6.9%$8.3M
Materials
0.4%$497,465
Energy
0.4%$450,399
Consumer Staples
0.3%$393,000
Healthcare
0.2%$281,580

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1WISDOMTREE TRWT193,030$17.3M15.29%
2VANECK ETF TRUST92189F643103,390$10.7M9.48%
3FIRST TR EXCHNG TRADED FD VI33740F888361,116$9.1M8.05%
4LEGG MASON ETF INVT52468L505174,343$6.4M5.69%
5SCHWAB STRATEGIC TR808524771229,465$6.2M5.53%
6GOLDMAN SACHS ETF TRNVGLF115,905$6.1M5.42%
7J P MORGAN EXCHANGE TRADED F46641Q83797,161$4.8M4.28%
8NVIDIA CORPORATIONNVDA25,312$4.7M4.18%
9FIRST TR EXCHANGE-TRADED FD33733E10432,002$3.0M2.62%
10DIMENSIONAL ETF TRUST25434V83174,595$2.8M2.51%
11APPLE INCAAPL9,744$2.6M2.35%
12FIRST TR EXCHNG TRADED FD VI33740F82167,139$2.6M2.33%
13ISHARES GOLD TRIAU27,407$2.2M1.97%
14DIMENSIONAL ETF TRUST25434V20354,653$2.1M1.84%
15FIRST TR EXCHANGE-TRADED ALP33735K10812,067$1.9M1.71%
16INVESCO EXCH TRADED FD TR IIIVZ14,367$1.7M1.52%
17FIRST TR EXCHANGE-TRADED FD33738D87964,311$1.7M1.49%
18VANGUARD INDEX FDS9229083632,465$1.5M1.37%
19DIMENSIONAL ETF TRUST25434V74044,270$1.5M1.32%
20ALPS ETF TR00162Q45231,684$1.5M1.32%