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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 8 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLUE OWL CAPITAL CORPORATION 13,927.0 $151K 0.00% NEW $10.87
142 TREKOR METALS LTD 15,643.0 $108K 0.00% NEW $6.88
143 MFG MIZUHO FINANCIAL GROUP INC Financial Services 10,040.0 $96K 0.00% NEW $9.58 +9.1%
144 BBDC BARINGS BDC INC Financial Services 11,256.0 $96K 0.00% NEW $8.52 +9.7%
145 SRG SERITAGE GROWTH PPTYS Real Estate 33,292.0 $88K 0.00% NEW $2.63 -19.8%
146 ONDS ONDAS INC Technology 10,260.0 $85K 0.00% NEW $8.24 -0.2%
147 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 11,802.0 $59K 0.00% NEW $4.99 +2.6%
148 LPL LG DISPLAY CO LTD Technology 14,608.0 $57K 0.00% NEW $3.89 -14.1%
149 XOS INC 72,073.0 $303.0 NEW $0.00
Page 8 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%