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Bka Wealth Consulting, Inc.
Boyce & Associates Wealth Consulting, Inc. (also referred to as BKA Wealth Consulting, Inc.) is an SEC-registered investment advisory firm headquartered in Cedar Park, Texas. Founded and led by Eric Boyce, CFA, the firm delivers fee-based fiduciary wealth management, conservative portfolio oversight, and comprehensive financial planning for business owners, retirees, high-net-worth families, and individuals. Their services also include business valuation, insurance consulting, college planning, and exit planning. The advisory employs a team of professionals with deep experience in finance, research, portfolio management, and business consultation.
Investment Strategy
Boyce & Associates Wealth Consulting employs a conservative, disciplined investment strategy with a strong focus on capital preservation and risk management. The firm avoids trends and speculative investments, instead applying time-tested, transparent strategies tailored to each client’s unique needs. Portfolios are managed in-house with a goal of reducing volatility and protecting principal, while comprehensive financial planning addresses tax minimization, retirement, estate planning, insurance needs, liquidity, and business transition strategies. As a fee-based fiduciary, all investment recommendations are driven solely by the client’s best interests.
Latest 13F Filing Activity
Bka Wealth Consulting, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 72 equity positions with a total 13F market value of $122M. The fund increased holdings in Apple Inc., Goldman Sachs Etf TR, Wisdomtree TR among other positions. Bka Wealth Consulting, Inc. reduced exposure to First TR Exchange-traded FD, First TR Exchng Traded FD VI, Vanguard World FD among others.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRW | WISDOMTREE TR | 14.10% | $17.2M | 193,724 | $71.89 | $88.96 | +$2.8M |
M MOAT | VANECK ETF TRUST | 8.40% | $10.3M | 103,524 | $72.90 | $99.11 | -$902.4K |
U UCON | FIRST TR EXCHNG TRADED FD VI | 7.52% | $9.2M | 365,053 | $24.58 | $25.19 | -$1.4M |
A AAPL | APPLE INC | 5.99% | $7.3M | 28,750 | $227.88 | $254.63 | +$5.3M |
L LVHI | LEGG MASON ETF INVT | 5.03% | $6.1M | 176,898 | $28.43 | $34.75 | -$725.1K |
Industry Allocation
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