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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 1 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 503,321.0 $375.9M 10.66% -16K -3.0% $746.77 +2.6%
2 VT VANGUARD INTL EQUITY INDEX F 395,865.0 $62.1M 1.76% -9K -2.1% $156.95 +2.6%
3 SCHG SCHWAB STRATEGIC TR 1,276,274.0 $43.2M 1.23% -503K -28.3% $33.84 +4.3%
4 ISHARES TR 831,835.0 $24.2M 0.69% -85K -9.3% $29.13
5 DOL WISDOMTREE TR 301,931.0 $22.5M 0.64% -9K -2.9% $74.36 +4.2%
6 DLS WISDOMTREE TR 265,198.0 $22.2M 0.63% -6K -2.1% $83.79 +6.9%
7 STRL STERLING INFRASTRUCTURE INC Industrials 24,481.0 $20.5M 0.58% -15K -37.3% $839.37 -41.9%
8 ISHARES TR 736,972.0 $20.1M 0.57% -99K -11.8% $27.34
9 SLYV SPDR SERIES TRUST 121,966.0 $13.3M 0.38% -4K -3.5% $109.11 +0.7%
10 VV VANGUARD INDEX FDS 34,602.0 $11.9M 0.34% -772.0 -2.2% $343.91 +2.6%
11 SLYG SPDR SERIES TRUST 95,010.0 $11.3M 0.32% -614.0 -0.6% $119.13 -3.0%
12 DGS WISDOMTREE TR 164,935.0 $10.7M 0.30% -9K -5.2% $64.71 -0.9%
13 VIG VANGUARD SPECIALIZED FUNDS 39,990.0 $9.5M 0.27% -51K -56.2% $236.62 +3.2%
14 ISHARES TR 398,667.0 $9.1M 0.26% -63K -13.7% $22.89
15 JAAA JANUS DETROIT STR TR 171,585.0 $8.7M 0.25% -65K -27.3% $50.49 +0.4%
16 DES WISDOMTREE TR 212,265.0 $8.6M 0.24% -15K -6.6% $40.68 -0.1%
17 SPDW SPDR INDEX SHS FDS 170,740.0 $8.6M 0.24% -5K -2.9% $50.39 +3.4%
18 FEX FIRST TR EXCHANGE-TRADED ALP 60,352.0 $8.4M 0.24% -72K -54.5% $139.87 +0.0%
19 IBHF ISHARES TR 268,420.0 $6.1M 0.17% -101K -27.4% $22.65 -0.5%
20 AFL AFLAC INC Financial Services 51,542.0 $6.0M 0.17% -4K -7.5% $117.25 +0.1%
Page 1 of 7  ·  139 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%