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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 7 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FDN FIRST TR EXCHANGE-TRADED FD 868.0 $230K 0.01% NEW $264.72 +8.9%
122 DFSI DIMENSIONAL ETF TRUST 5,059.0 $228K 0.01% NEW $45.10 +5.4%
123 DFEV DIMENSIONAL ETF TRUST 5,310.0 $227K 0.01% NEW $42.67 -0.7%
124 ADI ANALOG DEVICES INC Technology 565.0 $224K 0.01% NEW $397.19 -6.4%
125 IUSG ISHARES TR 1,177.0 $221K 0.01% NEW $188.02 +0.8%
126 CMI CUMMINS INC Industrials 310.0 $221K 0.01% NEW $713.21 -18.9%
127 PMAR INNOVATOR ETFS TRUST 4,622.0 $221K 0.01% NEW $47.77 +1.9%
128 BK BANK OF NY MELLON CORP Financial Services 1,506.0 $218K 0.01% NEW $144.61 -0.6%
129 AZO AUTOZONE INC Consumer Cyclical 68.0 $217K 0.01% NEW $3195.94 -6.2%
130 TOTALENERGIES SE 2,785.0 $217K 0.01% NEW $77.76
131 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 679.0 $216K 0.01% NEW $317.53 -8.7%
132 POWL POWELL INDS INC Industrials 752.0 $215K 0.01% NEW $286.36 -33.0%
133 XLP SELECT SECTOR SPDR TR 2,591.0 $215K 0.01% NEW $83.08 +3.8%
134 CNP CENTERPOINT ENERGY INC Utilities 4,855.0 $214K 0.01% NEW $44.04 -10.1%
135 AZN ASTRAZENECA PLC Healthcare 1,106.0 $210K 0.01% NEW $189.70 -12.4%
136 TPHD TIMOTHY PLAN 4,918.0 $208K 0.01% NEW $42.28 +3.2%
137 USB US BANCORP Financial Services 3,423.0 $207K 0.01% NEW $60.40 +4.0%
138 IRM IRON MTN INC DEL Real Estate 1,626.0 $205K 0.01% NEW $126.35 -3.9%
139 CRF CORNERSTONE TOTAL RETURN FD Financial Services 23,712.0 $170K 0.01% NEW $7.18 -10.4%
140 CLM CORNERSTONE STRATEGIC INVEST Financial Services 20,898.0 $158K 0.00% NEW $7.56 -11.5%
Page 7 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%