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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 7 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ISRG INTUITIVE SURGICAL INC Healthcare 508.0 $288K 0.01% NEW $566.36 -22.3%
122 TOTL SSGA ACTIVE ETF TR 7,136.0 $287K 0.01% NEW $40.25 -2.4%
123 AGX ARGAN INC Industrials 915.0 $287K 0.01% NEW $313.33 +105.7%
124 FPE FIRST TR EXCH TRADED FD III 15,506.0 $283K 0.01% NEW $18.22 -1.8%
125 BLUEROCK PVT REAL ESTATE FD 18,416.0 $276K 0.01% NEW $15.00
126 EFX EQUIFAX INC Industrials 1,270.0 $276K 0.01% NEW $216.98 -24.8%
127 WM WASTE MGMT INC DEL Industrials 1,222.0 $268K 0.01% NEW $219.68 -0.0%
128 DKNG DRAFTKINGS INC NEW Consumer Cyclical 7,707.0 $266K 0.01% NEW $34.46 -26.3%
129 COWZ PACER FDS TR 4,252.0 $256K 0.01% NEW $60.17 +5.3%
130 ISHARES TR 12,033.0 $247K 0.01% NEW $20.52
131 GD GENERAL DYNAMICS CORP Industrials 722.0 $243K 0.01% NEW $336.66 +0.6%
132 TJUL INNOVATOR ETFS TRUST 8,200.0 $243K 0.01% NEW $29.59 +1.9%
133 GAPR FIRST TR EXCHNG TRADED FD VI 5,850.0 $234K 0.01% NEW $39.99 +3.4%
134 IGV ISHARES EXPANDED TECH STW SCTR ETF 2,157.0 $228K 0.01% NEW $105.69 -12.5%
135 GLOBUS MED INC 2,584.0 $226K 0.01% NEW $87.31
136 AOA ISHARES TR 2,501.0 $224K 0.01% NEW $89.55 +7.9%
137 DJUN FIRST TR EXCHNG TRADED FD VI 4,628.0 $219K 0.01% NEW $47.34 +3.5%
138 QUAL ISHARES TR 1,083.0 $215K 0.01% NEW $198.61 +7.1%
139 COF CAPITAL ONE FINL CORP Financial Services 872.0 $211K 0.01% NEW $242.38 -23.0%
140 ED CONSOLIDATED EDISON INC Utilities 2,117.0 $210K 0.01% NEW $99.32 +8.1%
Page 7 of 8  ·  158 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%