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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 7 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,998.0 $1.9M 0.05% +425.0 +9.3% $370.59 -3.6%
122 EPD ENTERPRISE PRODS PARTNERS L 48,680.0 $1.8M 0.05% +25K +103.8% $36.76
123 PM PHILIP MORRIS INTL INC Consumer Defensive 9,630.0 $1.7M 0.05% +3K +38.8% $180.90 +6.2%
124 DFIS DIMENSIONAL ETF TRUST 47,630.0 $1.7M 0.05% +27K +129.6% $35.03 +8.0%
125 CAT CATERPILLAR INC Industrials 1,553.0 $1.7M 0.05% +681.0 +78.1% $1064.98 -23.1%
126 IJR ISHARES TR 10,993.0 $1.6M 0.05% +1K +13.7% $148.31 -1.2%
127 EMR EMERSON ELEC CO Industrials 10,632.0 $1.5M 0.04% +3K +33.6% $143.16 +10.3%
128 ISHARES TR 30,390.0 $1.5M 0.04% +2K +6.2% $49.55
129 NFLX NETFLIX INC Communication Services 20,759.0 $1.5M 0.04% +2K +10.0% $71.40 +11.7%
130 NJAN INNOVATOR ETFS TRUST 24,515.0 $1.4M 0.04% +386.0 +1.6% $59.02 +1.1%
131 PPA INVESCO EXCHANGE TRADED FD T 8,070.0 $1.4M 0.04% +1K +21.7% $176.64 -2.4%
132 GLIX LAZARD ACTIVE ETF TR 50,169.0 $1.4M 0.04% +36K +254.4% $27.70 -1.4%
133 DVY ISHARES TR 8,735.0 $1.4M 0.04% +5K +110.6% $156.30 +4.7%
134 NEE NEXTERA ENERGY INC Utilities 15,296.0 $1.3M 0.04% +2K +15.5% $87.77 -5.6%
135 DUHP DIMENSIONAL ETF TRUST 30,394.0 $1.3M 0.04% +7K +30.2% $41.73 +2.0%
136 AMAT APPLIED MATLS INC Technology 1,739.0 $1.3M 0.04% +22.0 +1.3% $723.00 -33.7%
137 SCHW SCHWAB CHARLES CORP Financial Services 13,383.0 $1.2M 0.04% +683.0 +5.4% $92.27 +17.2%
138 MRVL MARVELL TECHNOLOGY INC Technology 4,140.0 $1.2M 0.04% +672.0 +19.4% $297.88 -16.1%
139 KLAC KLA CORP Technology 4,069.0 $1.2M 0.04% +4K +1114.6% $301.71 -38.8%
140 RSP INVESCO EXCHANGE TRADED FD T 5,684.0 $1.2M 0.03% +4K +328.7% $212.77 +4.2%
Page 7 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%