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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 1 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 USFR WISDOMTREE TR 5,306,058.0 $267.0M 9.42% -14.2M -72.8% $50.32 +0.3%
2 EFA ISHARES TR 642,637.0 $61.7M 2.18% -7K -1.1% $96.03 +8.5%
3 SPYV SPDR SERIES TRUST 486,989.0 $27.7M 0.98% -12K -2.5% $56.81 +6.7%
4 IWM ISHARES TR 93,236.0 $23.0M 0.81% -4K -3.8% $246.16 +14.8%
5 VGT VANGUARD INFORMATION TECHNOLOGY ETF 16,150.0 $12.2M 0.43% -975.0 -5.7% $753.79 -84.8%
6 STRL STERLING INFRASTRUCTURE INC Industrials 39,036.0 $12.0M 0.42% -10K -20.8% $306.23 +145.6%
7 SLYV SPDR SERIES TRUST 126,344.0 $11.5M 0.41% -5K -4.0% $90.97 +12.6%
8 VV VANGUARD INDEX FDS 35,374.0 $11.1M 0.39% -323.0 -0.9% $314.80 +8.5%
9 DGS WISDOMTREE TR 174,079.0 $10.0M 0.35% -10K -5.5% $57.24 +12.2%
10 SPDW SPDR INDEX SHS FDS 175,870.0 $7.8M 0.28% -8K -4.2% $44.41 +13.4%
11 DES WISDOMTREE TR 227,281.0 $7.6M 0.27% -6K -2.8% $33.45 +14.5%
12 VYM VANGUARD WHITEHALL FDS 45,584.0 $6.5M 0.23% -2K -3.3% $143.52 +9.6%
13 EWX SPDR INDEX SHS FDS 95,602.0 $6.3M 0.22% -4K -3.7% $65.66 +11.1%
14 SPYD SPDR SERIES TRUST 115,175.0 $5.0M 0.18% -5K -4.1% $43.25 +9.2%
15 VCSH VANGUARD SCOTTSDALE FDS 49,477.0 $3.9M 0.14% -1K -2.2% $79.73 -1.0%
16 SPEM SPDR INDEX SHS FDS 69,577.0 $3.3M 0.12% -3K -4.5% $46.81 +9.1%
17 DON WISDOMTREE TR 46,266.0 $2.4M 0.08% -856.0 -1.8% $51.60 +6.3%
18 GPN GLOBAL PMTS INC Industrials 28,064.0 $2.2M 0.08% -2K -6.8% $77.40 -6.2%
19 MCK MCKESSON CORP Healthcare 2,425.0 $2.0M 0.07% -236.0 -8.9% $820.15 -6.5%
20 AIVI WISDOMTREE TR 38,016.0 $2.0M 0.07% -3K -8.3% $51.98 +10.8%
Page 1 of 4  ·  67 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%