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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 4 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VRT VERTIV HOLDINGS CO Industrials 1,639.0 $549K 0.02% NEW $334.80 -21.2%
62 CSHI NEOS ETF TRUST 10,861.0 $541K 0.01% NEW $49.81 -0.1%
63 OKE ONEOK INC NEW Energy 6,020.0 $523K 0.01% NEW $86.95 +9.1%
64 IWO ISHARES TR 1,326.0 $522K 0.01% NEW $393.99 -2.2%
65 APP APPLOVIN CORP Technology 975.0 $502K 0.01% NEW $515.23 -40.2%
66 QQQM INVESCO EXCH TRADED FD TR II 1,552.0 $470K 0.01% NEW $303.04 -3.3%
67 DFAI DIMENSIONAL ETF TRUST 11,352.0 $468K 0.01% NEW $41.25 +5.2%
68 IBMO ISHARES TR 17,615.0 $452K 0.01% NEW $25.64 -0.0%
69 VONE VANGUARD SCOTTSDALE FDS 1,296.0 $439K 0.01% NEW $338.70 +2.5%
70 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,665.0 $430K 0.01% NEW $92.08 -2.7%
71 VBIL VANGUARD INSTL INDEX FD 5,463.0 $413K 0.01% NEW $75.68 +0.0%
72 ANET ARISTA NETWORKS INC Technology 2,369.0 $402K 0.01% NEW $169.87 +19.1%
73 XLF SELECT SECTOR SPDR TR 7,304.0 $392K 0.01% NEW $53.61 +8.7%
74 XLE SELECT SECTOR SPDR TR 6,965.0 $370K 0.01% NEW $53.11 +17.5%
75 IJJ ISHARES TR 2,501.0 $369K 0.01% NEW $147.73 +0.5%
76 VCR VANGUARD WORLD FD 922.0 $366K 0.01% NEW $396.61 -0.6%
77 GIS GENERAL MILLS INC Consumer Defensive 10,355.0 $360K 0.01% NEW $34.80 +15.2%
78 SPACE EXPLORATION TECHN CORP 2,106.0 $360K 0.01% NEW $170.84
79 ACGL ARCH CAP GROUP LTD Financial Services 3,591.0 $349K 0.01% NEW $97.06 +3.8%
80 AVNV AMERICAN CENTY ETF TR 4,214.0 $348K 0.01% NEW $82.54 +5.8%
Page 4 of 8  ·  149 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%