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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 3 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LRCX LAM RESEARCH CORP Technology 5,010.0 $2.2M 0.06% -202.0 -3.9% $433.37 -27.5%
42 V VISA INC Financial Services 6,308.0 $2.2M 0.06% -1K -17.9% $343.12 +11.9%
43 GOVT ISHARES TR 91,687.0 $2.1M 0.06% -4K -4.1% $22.78 -1.1%
44 AIVI WISDOMTREE TR 34,027.0 $1.9M 0.05% -4K -10.5% $56.30 +7.6%
45 UPS UNITED PARCEL SVCS INC Industrials 17,030.0 $1.8M 0.05% -286.0 -1.6% $107.50 -1.1%
46 SCHD SCHWAB STRATEGIC TR 56,538.0 $1.8M 0.05% -1K -2.4% $31.71 +10.7%
47 MCK MCKESSON CORP Healthcare 2,314.0 $1.7M 0.05% -111.0 -4.6% $755.46 +18.3%
48 LIN LINDE PLC Basic Materials 3,362.0 $1.7M 0.05% -41.0 -1.2% $518.96 -5.6%
49 GPN GLOBAL PMTS INC Industrials 23,941.0 $1.7M 0.05% -4K -14.7% $72.56 +28.6%
50 CRWD CROWDSTRIKE HLDGS INC Technology 2,251.0 $1.7M 0.05% -511.0 -18.5% $190.76 -0.5%
51 DAL DELTA AIR LINES INC Industrials 18,258.0 $1.7M 0.05% -2K -10.4% $93.66 -10.8%
52 FTCS FIRST TR EXCHANGE-TRADED FD 17,686.0 $1.7M 0.05% -2K -8.5% $93.92 +8.5%
53 IVE ISHARES TR 7,238.0 $1.6M 0.05% -578.0 -7.4% $227.06 +4.7%
54 MGC VANGUARD WORLD FD 5,918.0 $1.6M 0.05% -231.0 -3.8% $273.62 +2.3%
55 XLK SELECT SECTOR SPDR TR 8,406.0 $1.6M 0.04% -249.0 -2.9% $190.52 -4.2%
56 GS GOLDMAN SACHS GROUP INC Financial Services 1,485.0 $1.5M 0.04% -399.0 -21.2% $1011.13 +2.7%
57 NOCT INNOVATOR ETFS TRUST 23,166.0 $1.4M 0.04% -713.0 -3.0% $62.52 +1.7%
58 PNC PNC FINL SVCS GROUP INC Financial Services 5,581.0 $1.4M 0.04% -373.0 -6.3% $246.22 -0.3%
59 AKRE PROFESIONALLY MANAGED PORTFO 24,467.0 $1.3M 0.04% -6K -19.1% $53.19 +14.3%
60 ISHARES TR 57,901.0 $1.3M 0.04% -127K -68.6% $21.65
Page 3 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%