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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 6 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CVX CHEVRON CORPORATION Energy 19,161.0 $3.2M 0.09% +746.0 +4.0% $165.76 +20.3%
102 SOUTHSTATE BK CORP 31,455.0 $3.1M 0.09% +843.0 +2.8% $99.90
103 SO SOUTHERN CO Utilities 31,963.0 $3.1M 0.09% +3K +10.4% $95.71 -7.5%
104 DFAS DIMENSIONAL ETF TRUST 36,766.0 $3.0M 0.09% +22K +143.1% $82.34 +0.6%
105 SCZ ISHARES TR 35,635.0 $2.9M 0.08% +1K +4.1% $82.27 +6.2%
106 GE GE AEROSPACE Industrials 7,756.0 $2.9M 0.08% +161.0 +2.1% $373.72 -7.7%
107 CSCO CISCO SYS INC Technology 24,560.0 $2.9M 0.08% +6K +29.4% $117.46 -4.9%
108 SIXJ AIM ETF PRODUCTS TRUST 66,516.0 $2.4M 0.07% +2K +3.1% $36.48 +2.4%
109 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,964.0 $2.4M 0.07% +191.0 +4.0% $477.56 -10.5%
110 IWF ISHARES TR 18,776.0 $2.3M 0.07% +14K +302.5% $124.17 -0.2%
111 PLTR PALANTIR TECHNOLOGIES INC Technology 19,836.0 $2.3M 0.07% +5K +34.7% $116.67 +58.9%
112 MU MICRON TECHNOLOGY INC Technology 1,984.0 $2.3M 0.07% +244.0 +14.0% $1154.35 -21.0%
113 ABBV ABBVIE INC Healthcare 9,049.0 $2.3M 0.07% +3K +41.3% $251.64 +2.6%
114 ORCL ORACLE CORP Technology 15,348.0 $2.2M 0.06% +3K +21.3% $146.55 +2.1%
115 DFAT DIMENSIONAL ETF TRUST 32,038.0 $2.2M 0.06% +8K +31.4% $69.90 +2.2%
116 ETN EATON CORP PLC Industrials 5,122.0 $2.2M 0.06% +311.0 +6.5% $426.13 -2.1%
117 ASML ASML HLDG NV Technology 1,088.0 $2.2M 0.06% +81.0 +8.0% $1989.75 -13.1%
118 BAC BANK OF AMER CORP Financial Services 36,416.0 $2.1M 0.06% +2K +6.5% $56.98 +8.1%
119 SCHA SCHWAB STRATEGIC TR 56,507.0 $2.0M 0.06% +42K +278.4% $36.13 -3.8%
120 DXUV DIMENSIONAL ETF TRUST 28,851.0 $1.9M 0.05% +7K +29.4% $66.50 +5.2%
Page 6 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%