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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 13 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SHY ISHARES TR 2,907.0 $239K 0.01% +43.0 +1.5% $82.11 -0.1%
242 CMCSA COMCAST CORP NEW Communication Services 8,790.0 $216K 0.01% +1K +16.4% $24.55 +10.8%
243 FIDELITY COVINGTON TRUST 2,776.0 $214K 0.01% +43.0 +1.6% $77.26
244 CENCORA INC 737.0 $209K 0.01% +9.0 +1.2% $282.98
245 IGV ISHARES TR 2,269.0 $206K 0.01% +112.0 +5.2% $90.60 +13.0%
246 F FORD MTR CO Consumer Cyclical 12,528.0 $174K 0.01% +897.0 +7.7% $13.90 -0.0%
247 SAN BANCO SANTANDER SA Financial Services 12,609.0 $174K 0.01% +666.0 +5.6% $13.80 +6.5%
248 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 10,409.0 $110K 0.00% +409.0 +4.1% $10.57 +8.3%
Page 13 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%