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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 8 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWD ISHARES TR 3,213.0 $676K 0.02% +518.0 +19.2% $210.36 +11.6%
142 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,285.0 $671K 0.02% +2K +223.2% $293.60 +4.3%
143 SCHB SCHWAB US BROAD MARKET ETF 25,428.0 $667K 0.02% +12K +86.1% $26.23 +9.0%
144 BOXX EA SERIES TRUST 5,548.0 $639K 0.02% +739.0 +15.4% $115.10 +1.5%
145 LMT LOCKHEED MARTIN CORP Industrials 1,309.0 $633K 0.02% +727.0 +124.9% $483.61 +8.1%
146 SMH VANECK ETF TRUST 1,743.0 $628K 0.02% +975.0 +127.0% $360.07 +57.6%
147 DHI D R HORTON INC Consumer Cyclical 4,292.0 $618K 0.02% +41.0 +1.0% $144.03 +0.1%
148 BLACKSTONE PRIVATE CREDIT FUND CLASS I 23,281.0 $579K 0.02% +12K +101.2% $24.87
149 VZ VERIZON COMMUNICATIONS INC Communication Services 13,461.0 $548K 0.02% +9K +190.0% $40.73 +17.4%
150 MRK MERCK & CO. INC. Healthcare 5,146.0 $542K 0.02% +572.0 +12.5% $105.26 +10.1%
151 NSC NORFOLK SOUTHN CORP Industrials 1,762.0 $509K 0.02% +11.0 +0.6% $288.72 +7.9%
152 CB CHUBB LIMITED Financial Services 1,628.0 $508K 0.02% +787.0 +93.6% $312.18 +5.8%
153 RF REGIONS FINL CORP NEW Financial Services 18,515.0 $502K 0.02% +3K +17.1% $27.10 +1.6%
154 HIMS HIMS & HERS HEALTH INC CLASS CLASS A Healthcare 15,363.0 $499K 0.02% +200.0 +1.3% $32.47 -26.1%
155 TXN TEXAS INSTRS INC Technology 2,471.0 $429K 0.01% +1K +69.9% $173.49 +75.7%
156 THC TENET HEALTHCARE CORP Healthcare 2,132.0 $424K 0.01% +339.0 +18.9% $198.72 -5.7%
157 CARLYLE TACTICAL PRIVATE CREDIT FUND CLASS I 50,020.0 $417K 0.01% +1K +2.2% $8.34
158 SCHX SCHWAB US LARGE CAP ETF 15,172.0 $408K 0.01% +2K +17.5% $26.91 +8.5%
159 DFUS DIMENSIONAL US EQUITY MARKET ETF 5,330.0 $395K 0.01% +270.0 +5.3% $74.17 +8.9%
160 PFE PFIZER INC Healthcare 14,733.0 $367K 0.01% +7K +79.7% $24.90 +4.2%
Page 8 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%