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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 11 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IFRA ISHARES TR 7,110.0 $448K 0.01% +56.0 +0.8% $63.04 -4.5%
202 FXR FIRST TR EXCHANGE-TRADED FD 4,769.0 $435K 0.01% +592.0 +14.2% $91.13 -2.5%
203 LOW LOWES COS INC Consumer Cyclical 1,918.0 $423K 0.01% +891.0 +86.8% $220.45 -4.6%
204 TJX TJX COS INC NEW Consumer Cyclical 2,748.0 $416K 0.01% +379.0 +16.0% $151.49 -9.7%
205 VOE VANGUARD INDEX FDS 2,092.0 $413K 0.01% +296.0 +16.5% $197.60 +6.0%
206 THRV THRIVE SERIES TRUST 17,007.0 $412K 0.01% +9K +106.2% $24.23 -1.0%
207 DIS DISNEY WALT CO Communication Services 4,202.0 $404K 0.01% +1K +39.0% $96.25 +13.9%
208 IXUS ISHARES TR 4,165.0 $398K 0.01% +172.0 +4.3% $95.45 +2.7%
209 MDLZ MONDELEZ INTL INC Consumer Defensive 6,671.0 $386K 0.01% +2K +29.6% $57.84 +8.9%
210 AVNM AMERICAN CENTY ETF TR 4,491.0 $370K 0.01% +549.0 +13.9% $82.38 +4.2%
211 XLI SELECT SECTOR SPDR TR 1,973.0 $365K 0.01% +365.0 +22.7% $185.21 -2.6%
212 MS MORGAN STANLEY Financial Services 1,738.0 $363K 0.01% +288.0 +19.9% $209.08 +2.4%
213 MUNI PIMCO ETF TR 6,862.0 $361K 0.01% +939.0 +15.8% $52.60 -1.6%
214 WM WASTE MGMT INC DEL Industrials 1,612.0 $359K 0.01% +390.0 +31.9% $222.89 -0.7%
215 ARCC ARES CAPITAL CORP Financial Services 19,265.0 $357K 0.01% +5K +37.5% $18.53 +7.4%
216 PSX PHILLIPS 66 Energy 2,099.0 $355K 0.01% +167.0 +8.6% $169.04 +43.3%
217 OEF ISHARES TR 954.0 $349K 0.01% +90.0 +10.4% $365.87 +3.1%
218 IJK ISHARES TR 2,932.0 $344K 0.01% +465.0 +18.9% $117.49 -1.8%
219 EUDG WISDOMTREE TR 8,747.0 $340K 0.01% +151.0 +1.8% $38.87 +3.9%
220 HWM HOWMET AEROSPACE INC Industrials 1,248.0 $336K 0.01% +105.0 +9.2% $268.86 +0.2%
Page 11 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%