BKD Wealth Advisors, LLC
CIK 1352864 · Holdings on Mar 31, 2025 · First reported May 13, 2025
Top ten holdings
Q1 2025- VTI29.39%
- VEU9.83%
- AGG3.30%
- VOO2.98%
- SCHB2.90%
- FBND2.71%
- HELO2.71%
- IVV2.06%
- DFAC1.63%
- MUB1.62%
Share classes counted separately59.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTIWeight increased · +1.14 pp28.25% → 29.39%Shares +229.33K (+5.42%)
- VEUWeight increased · +0.98 pp8.85% → 9.83%Shares +68.81K (+1.03%)
- HELOWeight increased · +0.73 pp1.98% → 2.71%Shares +509.06K (+36.74%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $1.23B | 29.39% | 4.46M shares | 28.25% → 29.39%+1.14 pp +229.33K (+5.42%) | Added | ↗▾ |
| 02 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $409.86M | 9.83% | 6.76M shares | 8.85% → 9.83%+0.98 pp +68.81K (+1.03%) | Added | ↗▾ |
| 03 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $137.67M | 3.30% | 1.39M shares | 3.04% → 3.30%+0.26 pp +30.58K (+2.25%) | Added | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $124.28M | 2.98% | 241.84K shares | 3.22% → 2.98%-0.24 pp -17.67K (-6.81%) | Reduced | ↗▾ |
| 05 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $120.83M | 2.90% | 5.61M shares | 2.98% → 2.90%-0.08 pp -82.60K (-1.45%) | Reduced | ↗▾ |
| 06 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $113.17M | 2.71% | 2.48M shares | 2.70% → 2.71%+0.01 pp -135.64K (-5.19%) | Reduced | ↗▾ |
| 07 | HELOJPMORGAN HEDGED EQUITY ETFHEDGED EQUITY LA View history and evidence | $113.07M | 2.71% | 1.89M shares | 1.98% → 2.71%+0.73 pp +509.06K (+36.74%) | Added | ↗▾ |
| 08 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $85.89M | 2.06% | 152.86K shares | 2.13% → 2.06%-0.07 pp -3.96K (-2.52%) | Reduced | ↗▾ |
| 09 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $67.95M | 1.63% | 2.06M shares | 1.96% → 1.63%-0.33 pp -396.51K (-16.14%) | Reduced | ↗▾ |
| 10 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $67.59M | 1.62% | 641.02K shares | 1.57% → 1.62%+0.05 pp +3.12K (+0.49%) | Added | ↗▾ |
Options overlay 1
$54.19K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
NVDANVIDIA CORP View history and evidence | Call | 500 | $54.19K | +500 | ▾ |
1 / 1 options · preview only
Exited positions 45
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GSBC GREAT SOUTHERN BANCORP INC | Non-derivative | -130,990 | -$7.82M | SEC filing ↗ | SEC filing ↗ |
| SFNC SIMMONS FIRST NATL CORP-CL A | Non-derivative | -213,570 | -$4.74M | SEC filing ↗ | SEC filing ↗ |
| KE KIMBALL ELECTRONICS INC | Non-derivative | -167,121 | -$3.13M | SEC filing ↗ | SEC filing ↗ |
3 / 45 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1352864 · Period Mar 31, 2025
Data loaded Sep 23, 2026 · First reported May 13, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4169970729
}Research all 389 reported holdings.
This page includes 30 of 389 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 389 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1352864","quarter":"2025Q1","page_size":100}
get_institutional_manager_history
{"cik":"1352864","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.