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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 8 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWN ISHARES TR 5,323.0 $1.2M 0.03% +2K +54.7% $221.21 +1.4%
142 DXIV DIMENSIONAL ETF TRUST 15,605.0 $1.1M 0.03% +4K +31.7% $70.00 +7.2%
143 CEG CONSTELLATION ENERGY CORP Utilities 4,329.0 $1.1M 0.03% +517.0 +13.6% $248.37 +12.5%
144 VBK VANGUARD INDEX FDS 2,854.0 $1.0M 0.03% +22.0 +0.8% $365.74 -2.6%
145 EFG ISHARES TR 8,351.0 $1.0M 0.03% +1K +14.3% $124.42 +1.0%
146 UBER UBER TECHNOLOGIES INC Technology 14,320.0 $1.0M 0.03% +3K +26.0% $72.16 +8.8%
147 IWR ISHARES TR 9,059.0 $999K 0.03% +761.0 +9.2% $110.32 +2.6%
148 AXP AMERICAN EXPRESS CO Financial Services 2,938.0 $994K 0.03% +54.0 +1.9% $338.19 -0.6%
149 UBSI UNITED BANKSHARES INC WEST V Financial Services 21,648.0 $992K 0.03% +3K +15.8% $45.83 +3.5%
150 AVUS AMERICAN CENTY ETF TR 7,617.0 $976K 0.03% +4K +132.4% $128.08 +1.9%
151 LNG CHENIERE ENERGY INC Energy 4,039.0 $965K 0.03% +257.0 +6.8% $239.01 +18.9%
152 BX BLACKSTONE INC Financial Services 8,173.0 $962K 0.03% +2K +35.3% $117.67 +21.7%
153 VTIP VANGUARD MALVERN FDS 19,050.0 $957K 0.03% +285.0 +1.5% $50.23 -0.8%
154 J JACOBS SOLUTIONS INC Industrials 7,471.0 $941K 0.03% +3K +73.3% $126.01 +20.2%
155 BUFD FIRST TR EXCHNG TRADED FD VI 31,084.0 $924K 0.03% +24K +322.9% $29.72 +1.8%
156 NOBL PROSHARES TR 16,222.0 $911K 0.03% +9K +116.1% $56.16 +4.7%
157 SPSM SPDR SERIES TRUST 15,663.0 $903K 0.03% +2K +18.8% $57.67 -1.0%
158 MA MASTERCARD INCORPORATED Financial Services 1,698.0 $872K 0.03% +170.0 +11.1% $513.54 +16.5%
159 MCD MCDONALDS CORP Consumer Cyclical 3,190.0 $862K 0.02% +305.0 +10.6% $270.30 -1.2%
160 MRK MERCK & CO INC Healthcare 6,615.0 $850K 0.02% +1K +28.6% $128.51 +19.2%
Page 8 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%