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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 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CGIC CAPITAL GROUP INTERNATIONAL 9,807.0 $357K 0.01% -291K -96.7% $36.39 +2.2%
122 ADBE ADOBE INC Technology 1,572.0 $322K 0.01% -398.0 -20.2% $205.02 +33.0%
123 D DOMINION ENERGY INC Utilities 4,545.0 $310K 0.01% -4K -45.8% $68.29 -2.0%
124 WDAY WORKDAY INC Technology 2,526.0 $309K 0.01% -59.0 -2.3% $122.42 +55.6%
125 TMO THERMO FISHER SCIENTIFIC INC Healthcare 614.0 $308K 0.01% -985.0 -61.6% $501.36 +26.2%
126 PAUG INNOVATOR ETFS TRUST 6,701.0 $306K 0.01% -51.0 -0.8% $45.64 +2.0%
127 BA BOEING CO Industrials 1,357.0 $294K 0.01% -56.0 -4.0% $216.41 -2.1%
128 SCHM SCHWAB STRATEGIC TR 7,680.0 $283K 0.01% -1K -15.2% $36.87 -2.3%
129 DOV DOVER CORP Industrials 1,202.0 $270K 0.01% -2K -56.3% $224.28 -9.0%
130 ROL ROLLINS INC Consumer Cyclical 6,094.0 $254K 0.01% -846.0 -12.2% $41.74 -10.9%
131 DAVA ENDAVA PLC Technology 88,975.0 $252K 0.01% -17K -15.9% $2.83 +13.1%
132 COWZ PACER FDS TR 3,827.0 $238K 0.01% -425.0 -10.0% $62.20 +15.5%
133 VRRM VERRA MOBILITY CORP Technology 53,993.0 $229K 0.01% -166K -75.4% $4.25 +5.1%
134 USMF WISDOMTREE TR 4,206.0 $228K 0.01% -970.0 -18.7% $54.24 -1.6%
135 MBB ISHARES TR 2,344.0 $222K 0.01% -50.0 -2.1% $94.52 -1.1%
136 VST VISTRA CORP Utilities 1,393.0 $221K 0.01% -985.0 -41.4% $158.67 -11.3%
137 DJUN FIRST TR EXCHNG TRADED FD VI 4,405.0 $217K 0.01% -223.0 -4.8% $49.28 +1.5%
138 EW EDWARDS LIFESCIENCES CORP Healthcare 2,298.0 $208K 0.01% -2K -51.2% $90.46 +0.7%
139 WIT WIPRO LTD Technology 15,691.0 $35K 0.00% -14K -47.0% $2.25 -18.2%
Page 7 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%