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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 11 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PEP PEPSICO INC Consumer Defensive 7,694.0 $1.1M 0.04% +3K +77.3% $143.52 +3.7%
202 KMI KINDER MORGAN INC DEL Energy 39,189.0 $1.1M 0.04% NEW $27.49 +21.9%
203 ASML ASML HOLDING N V Technology 1,007.0 $1.1M 0.04% NEW $1069.60 +48.8%
204 AXP AMERICAN EXPRESS CO Financial Services 2,884.0 $1.1M 0.04% +2K +117.0% $369.98 -16.3%
205 PJUN INNOVATOR ETFS TRUST 25,395.0 $1.1M 0.04% NEW $41.88 +3.4%
206 NEE NEXTERA ENERGY INC Utilities 13,244.0 $1.1M 0.04% +7K +112.2% $80.28 +11.7%
207 NRG NRG ENERGY INC Utilities 6,669.0 $1.1M 0.04% NEW $159.24 -14.0%
208 EMR EMERSON ELEC CO Industrials 7,957.0 $1.1M 0.04% +6K +301.9% $132.72 +1.6%
209 IVVM BLACKROCK ETF TRUST II 30,320.0 $1.1M 0.04% NEW $34.79 +5.5%
210 DFAS DIMENSIONAL ETF TRUST 15,127.0 $1.1M 0.04% NEW $69.67 +10.3%
211 SDY SPDR SERIES TRUST 7,551.0 $1.1M 0.04% +3K +67.3% $139.17 +6.9%
212 IVVB BLACKROCK ETF TRUST II 31,588.0 $1.0M 0.04% NEW $33.07 +4.1%
213 PPA INVESCO EXCHANGE TRADED FD T 6,633.0 $1.0M 0.04% NEW $156.64 +7.2%
214 SPMD SPDR SERIES TRUST 17,577.0 $1.0M 0.04% -526.0 -2.9% $57.91 +10.3%
215 UNH UNITEDHEALTH GROUP INC Healthcare 3,065.0 $1.0M 0.04% +2K +237.9% $330.11 +16.1%
216 DFIV DIMENSIONAL ETF TRUST 20,224.0 $1.0M 0.04% +8K +61.3% $49.90 +11.8%
217 IJH ISHARES TR 15,237.0 $1.0M 0.04% +764.0 +5.3% $66.00 +10.5%
218 BX BLACKSTONE INC Financial Services 6,041.0 $931K 0.03% +3K +123.4% $154.13 -23.1%
219 UBER UBER TECHNOLOGIES INC Technology 11,366.0 $929K 0.03% +9K +446.2% $81.71 -8.7%
220 VTIP VANGUARD SHRT INF PROT SEC INDEX ETF 18,765.0 $928K 0.03% +3K +18.9% $49.46 +1.6%
Page 11 of 23  ·  456 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%