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Portfolio (Quarterly) Guide ↗

BIP Wealth, LLC

· CIK 0001590214
13F Portfolio $2.8B AUM 456 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 158 New 174 Added 67 Reduced 12 Exited
Page 7 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EMR EMERSON ELEC CO Industrials 7,957.0 $1.1M 0.04% +6K +301.9% $132.72 +1.6%
122 SDY SPDR SERIES TRUST 7,551.0 $1.1M 0.04% +3K +67.3% $139.17 +6.9%
123 UNH UNITEDHEALTH GROUP INC Healthcare 3,065.0 $1.0M 0.04% +2K +237.9% $330.11 +16.1%
124 DFIV DIMENSIONAL ETF TRUST 20,224.0 $1.0M 0.04% +8K +61.3% $49.90 +11.8%
125 IJH ISHARES TR 15,237.0 $1.0M 0.04% +764.0 +5.3% $66.00 +10.5%
126 BX BLACKSTONE INC Financial Services 6,041.0 $931K 0.03% +3K +123.4% $154.13 -23.1%
127 UBER UBER TECHNOLOGIES INC Technology 11,366.0 $929K 0.03% +9K +446.2% $81.71 -8.7%
128 VTIP VANGUARD SHRT INF PROT SEC INDEX ETF 18,765.0 $928K 0.03% +3K +18.9% $49.46 +1.6%
129 LRCX LAM RESEARCH CORP Technology 5,212.0 $892K 0.03% +3K +191.2% $171.19 +76.5%
130 DUHP DIMENSIONAL ETF TRUST 23,352.0 $888K 0.03% +2K +8.0% $38.03 +6.0%
131 MCD MCDONALDS CORP Consumer Cyclical 2,885.0 $882K 0.03% +953.0 +49.3% $305.60 -7.0%
132 MA MASTERCARD INC CLASS CLASS A Financial Services 1,528.0 $872K 0.03% +27.0 +1.8% $570.88 -12.5%
133 T AT&T INC Communication Services 33,872.0 $841K 0.03% +12K +57.4% $24.84 +0.4%
134 DUK DUKE ENERGY CORP NEW Utilities 6,924.0 $812K 0.03% +4K +147.6% $117.22 +6.4%
135 SYK STRYKER CORPORATION Healthcare 2,276.0 $800K 0.03% +1K +149.0% $351.48 -8.5%
136 DXIV DIMENSIONAL ETF TRUST 11,848.0 $771K 0.03% +1K +10.8% $65.07 +10.7%
137 EPD ENTERPRISE PRODS PART LP Energy 23,882.0 $766K 0.03% +300.0 +1.3% $32.06 +23.1%
138 GLD SPDR GOLD TR Financial Services 1,868.0 $740K 0.03% +119.0 +6.8% $396.31 +5.2%
139 LNG CHENIERE ENERGY INC Energy 3,782.0 $735K 0.03% +153.0 +4.2% $194.39 +23.7%
140 IWB ISHARES TR 1,925.0 $719K 0.03% +157.0 +8.9% $373.48 +8.4%
Page 7 of 9  ·  174 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 62.5%
Technology 14.4%
Industrials 5.2%
Consumer Cyclical 4.3%
Healthcare 3.5%
Communication Services 3.1%
Consumer Defensive 2.7%
Energy 2.1%
Utilities 1.5%
Basic Materials 0.4%