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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 9 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ET ENERGY TRANSFER L P Energy 42,069.0 $804K 0.02% +13K +44.5% $19.12 +12.1%
162 VNQ VANGUARD INDEX FDS 8,309.0 $801K 0.02% +358.0 +4.5% $96.43 +2.3%
163 TXN TEXAS INSTRS INC Technology 2,672.0 $796K 0.02% +201.0 +8.1% $298.07 -12.2%
164 MO ALTRIA GROUP INC Consumer Defensive 10,916.0 $785K 0.02% +6K +106.3% $71.95 -3.9%
165 AEP AMERICAN ELEC PWR CO INC Utilities 5,683.0 $778K 0.02% +1K +29.1% $136.81 -9.8%
166 DHI D R HORTON INC Consumer Cyclical 4,691.0 $764K 0.02% +399.0 +9.3% $162.88 -8.4%
167 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,605.0 $757K 0.02% +320.0 +14.0% $290.62 -9.5%
168 VO VANGUARD INDEX FDS 9,144.0 $737K 0.02% +7K +303.0% $80.57 +3.2%
169 T AT&T INC Communication Services 35,334.0 $731K 0.02% +1K +4.3% $20.70 +25.0%
170 MOAT VANECK ETF TRUST 6,903.0 $718K 0.02% +5K +212.5% $103.95 +9.5%
171 PH PARKER-HANNIFIN CORP Industrials 731.0 $715K 0.02% +189.0 +34.9% $977.48 +6.3%
172 LMT LOCKHEED MARTIN CORP Industrials 1,399.0 $713K 0.02% +90.0 +6.9% $509.43 +11.0%
173 DE DEERE & CO Industrials 1,107.0 $702K 0.02% +577.0 +108.9% $634.48 +0.0%
174 DIA STATE STR SPDR DOW JONES IND Financial Services 1,325.0 $692K 0.02% +105.0 +8.6% $522.39 +2.3%
175 NSC NORFOLK SOUTHN CORP Industrials 2,145.0 $675K 0.02% +383.0 +21.7% $314.59 +12.1%
176 SPGM SPDR INDEX SHS FDS 7,817.0 $670K 0.02% +956.0 +13.9% $85.67 +2.4%
177 FBT FIRST TR EXCHANGE-TRADED FD 2,673.0 $663K 0.02% +61.0 +2.3% $247.93 +9.7%
178 IUSV ISHARES TR 5,829.0 $642K 0.02% +2K +41.9% $110.14 +4.6%
179 C CITIGROUP INC Financial Services 4,577.0 $641K 0.02% +71.0 +1.6% $139.97 -4.6%
180 SPIP SPDR SERIES TRUST 24,812.0 $637K 0.02% +747.0 +3.1% $25.68 -1.9%
Page 9 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%