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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 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XEL XCEL ENERGY INC Utilities 4,331.0 $348K 0.01% NEW $80.30 -3.3%
82 ASX ASE TECHNOLOGY HLDG CO LTD Technology 7,657.0 $345K 0.01% NEW $45.12 -17.4%
83 CSX CSX CORP Industrials 7,032.0 $334K 0.01% NEW $47.53 +8.9%
84 ENB ENBRIDGE INC Energy 6,156.0 $334K 0.01% NEW $54.21 -7.1%
85 XLV SELECT SECTOR SPDR TR 2,102.0 $333K 0.01% NEW $158.63 +9.4%
86 QDEF FLEXSHARES TR 3,794.0 $330K 0.01% NEW $87.01 +4.8%
87 FNDA SCHWAB STRATEGIC TR 8,613.0 $328K 0.01% NEW $38.06 -1.1%
88 REGN REGENERON PHARMACEUTICALS Healthcare 522.0 $325K 0.01% NEW $623.55 +30.7%
89 GSLC GOLDMAN SACHS ETF TR 2,250.0 $319K 0.01% NEW $141.91 +3.2%
90 DIHP DIMENSIONAL ETF TRUST 9,303.0 $317K 0.01% NEW $34.12 +4.5%
91 QCOM QUALCOMM INC Technology 1,717.0 $317K 0.01% NEW $184.74 -11.4%
92 VFH VANGUARD WORLD FD 2,393.0 $315K 0.01% NEW $131.58 +8.2%
93 CME CME GROUP INC Financial Services 1,424.0 $314K 0.01% NEW $220.84 +27.2%
94 DFGR DIMENSIONAL ETF TRUST 10,777.0 $312K 0.01% NEW $28.97 +1.9%
95 PRFZ INVESCO EXCHANGE TRADED FD T 5,539.0 $309K 0.01% NEW $55.77 -0.3%
96 TFIN TRIUMPH FINANCIAL INC Financial Services 4,030.0 $308K 0.01% NEW $76.31 -3.4%
97 CARR CARRIER GLOBAL CORPORATION Industrials 4,130.0 $303K 0.01% NEW $73.36 -19.9%
98 SHEL SHELL PLC Energy 3,841.0 $298K 0.01% NEW $77.54 +17.5%
99 HAL HALLIBURTON CO Energy 8,317.0 $282K 0.01% NEW $33.95 +1.4%
100 DFAU DIMENSIONAL ETF TRUST 5,457.0 $282K 0.01% NEW $51.69 +2.6%
Page 5 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%