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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 2 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGGO CAPITAL GROUP GBL GROWTH EQT 691,401.0 $29.3M 0.83% +9K +1.3% $42.33 -4.1%
22 IWM ISHARES TR 95,927.0 $28.8M 0.82% +3K +2.9% $300.45 -0.5%
23 VUG VANGUARD INDEX FDS 314,734.0 $27.1M 0.77% +270K +611.0% $86.14 +1.5%
24 ULST SSGA ACTIVE ETF TR 665,102.0 $26.9M 0.76% +98K +17.3% $40.42 -0.1%
25 SPTM SPDR SERIES TRUST 282,526.0 $25.7M 0.73% +12K +4.4% $90.79 +2.4%
26 SUB ISHARES TR 239,389.0 $25.5M 0.72% +61K +34.5% $106.47 -0.1%
27 ACWI ISHARES TR 148,329.0 $23.3M 0.66% +30K +25.5% $156.97 +2.5%
28 CGCB CAPITAL GRP FIXED INCM ETF T 850,240.0 $22.3M 0.63% +342K +67.2% $26.18 -0.8%
29 PYLD PIMCO ETF TR 824,278.0 $21.9M 0.62% +353K +74.9% $26.52 -1.0%
30 EEM ISHARES TR 312,073.0 $21.3M 0.61% +4K +1.4% $68.41 -1.8%
31 STIP ISHARES TR 178,686.0 $18.3M 0.52% +32K +21.9% $102.16 -1.2%
32 DFUV DIMENSIONAL ETF TRUST 317,908.0 $17.5M 0.50% +32K +11.1% $55.01 +4.4%
33 NVDA NVIDIA CORPORATION Technology 79,116.0 $15.8M 0.45% +7K +9.7% $200.09 +4.8%
34 VGT VANGUARD WORLD FD 132,219.0 $15.8M 0.45% +116K +718.7% $119.52 -1.3%
35 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 515,018.0 $15.5M 0.44% +24K +4.8% $30.17 +15.6%
36 MSFT MICROSOFT CORP Technology 41,085.0 $15.3M 0.43% +7K +18.8% $373.02 +33.1%
37 ISHARES TR 666,092.0 $14.9M 0.42% +352K +112.3% $22.37
38 REET ISHARES TR 520,857.0 $14.4M 0.41% +37K +7.7% $27.62 +1.6%
39 BNDX VANGUARD CHARLOTTE FDS 274,807.0 $13.3M 0.38% +21K +8.4% $48.43 -1.3%
40 MUB ISHARES TR 123,417.0 $13.3M 0.38% +34K +37.8% $107.62 -2.0%
Page 2 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%