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Portfolio (Quarterly) Guide ↗

BIP Wealth, LLC

· CIK 0001590214
13F Portfolio $3.5B AUM 560 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 149 New 248 Added 139 Reduced 45 Exited
Page 10 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PFE PFIZER INC Healthcare 25,514.0 $614K 0.02% +11K +73.2% $24.08 +17.5%
182 ACN ACCENTURE PLC IRELAND Technology 4,782.0 $595K 0.02% +292.0 +6.5% $124.44 +45.8%
183 FDX FEDEX CORP Industrials 1,884.0 $590K 0.02% +85.0 +4.7% $313.14 +7.3%
184 JGRO J P MORGAN EXCHANGE TRADED F 5,971.0 $589K 0.02% +439.0 +7.9% $98.59 -5.0%
185 MPC MARATHON PETE CORP Energy 2,263.0 $579K 0.02% +416.0 +22.5% $255.64 +41.7%
186 IYW ISHARES TR 2,293.0 $578K 0.02% +650.0 +39.6% $252.23 -2.2%
187 GILD GILEAD SCIENCES INC Healthcare 4,520.0 $571K 0.02% +2K +54.3% $126.33 +17.2%
188 COP CONOCOPHILLIPS Energy 5,409.0 $562K 0.02% +2K +54.6% $103.97 +25.6%
189 AVLV AMERICAN CENTY ETF TR 6,148.0 $561K 0.02% +1K +26.9% $91.21 +3.7%
190 HIMS HIMS & HERS HEALTH INC Healthcare 16,119.0 $559K 0.02% +756.0 +4.9% $34.67 -14.0%
191 EEMS ISHARES INC 7,157.0 $543K 0.01% +2K +51.1% $75.89 +0.3%
192 XLY SELECT SECTOR SPDR TR 4,618.0 $542K 0.01% +2K +59.6% $117.29 -0.1%
193 CI THE CIGNA GROUP Healthcare 1,921.0 $529K 0.01% +268.0 +16.2% $275.63 +1.9%
194 SHOP SHOPIFY INC Technology 4,632.0 $529K 0.01% +409.0 +9.7% $114.18 +31.6%
195 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 751.0 $528K 0.01% +213.0 +39.6% $703.46 -0.7%
196 CBOE CBOE GLOBAL MKTS INC Financial Services 2,078.0 $504K 0.01% +563.0 +37.2% $242.68 +28.6%
197 VLO VALERO ENERGY CORP Energy 1,879.0 $489K 0.01% +447.0 +31.2% $260.44 +33.6%
198 AVUV AMERICAN CENTY ETF TR 3,866.0 $482K 0.01% +293.0 +8.2% $124.77 +0.8%
199 ED CONSOLIDATED EDISON INC Utilities 4,290.0 $475K 0.01% +2K +102.7% $110.62 -2.3%
200 NVS NOVARTIS AG Healthcare 2,929.0 $459K 0.01% +749.0 +34.4% $156.72 +0.5%
Page 10 of 13  ·  248 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 59.6%
Technology 15.4%
Industrials 6.6%
Consumer Cyclical 4.6%
Healthcare 3.6%
Consumer Defensive 2.9%
Communication Services 2.3%
Energy 2.3%
Utilities 1.7%
Basic Materials 0.6%