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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 9 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GILD GILEAD SCIENCES INC Healthcare 2,929.0 $360K 0.01% +650.0 +28.5% $122.74 +6.3%
162 XLY STATE STRT CONS DSRY SLTSE SP ETF IV 2,894.0 $346K 0.01% +2K +108.7% $119.41 -0.6%
163 DIS DISNEY WALT CO Communication Services 3,023.0 $344K 0.01% +162.0 +5.7% $113.77 -9.0%
164 SPGI S&P GLOBAL INC Financial Services 649.0 $339K 0.01% +218.0 +50.6% $522.59 -20.2%
165 IYW ISHARES TR 1,643.0 $328K 0.01% +28.0 +1.7% $199.68 +20.2%
166 EUDG WISDOMTREE EURP QLY DIV GRWT ETF 8,596.0 $323K 0.01% +45.0 +0.5% $37.53 +2.7%
167 MO ALTRIA GROUP INC Consumer Defensive 5,291.0 $305K 0.01% +275.0 +5.5% $57.66 +27.8%
168 MRVL MARVELL TECHNOLOGY INC Technology 3,468.0 $295K 0.01% +100.0 +3.0% $84.98 +124.4%
169 MDLZ MONDELEZ INTL INC Consumer Defensive 5,148.0 $277K 0.01% +2K +49.5% $53.83 +14.2%
170 GPC GENUINE PARTS CO Consumer Cyclical 2,071.0 $255K 0.01% +393.0 +23.4% $122.96 -20.6%
171 MBB ISHARES MBS ETF 2,394.0 $228K 0.01% +92.0 +4.0% $95.22 -1.4%
172 CMCSA COMCAST CORP NEW TRADES WITH DUE BILLS Communication Services 7,549.0 $226K 0.01% +461.0 +6.5% $29.89 -16.1%
173 F FORD MTR CO DEL Consumer Cyclical 11,631.0 $153K 0.01% +2K +15.9% $13.12 +4.2%
174 WIT WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 29,623.0 $84K 0.00% +5K +19.7% $2.84 -30.6%
Page 9 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%