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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 11 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VTWO VANGUARD SCOTTSDALE FDS 13,796.0 $1.7M 0.05% NEW $121.42 -0.5%
202 DFIS DIMENSIONAL ETF TRUST 47,630.0 $1.7M 0.05% +27K +129.6% $35.03 +7.6%
203 FTCS FIRST TR EXCHANGE-TRADED FD 17,686.0 $1.7M 0.05% -2K -8.5% $93.92 +8.4%
204 CAT CATERPILLAR INC Industrials 1,553.0 $1.7M 0.05% +681.0 +78.1% $1064.98 -22.8%
205 IVE ISHARES TR 7,238.0 $1.6M 0.05% -578.0 -7.4% $227.06 +4.8%
206 AR ANTERO RESOURCES CORP Energy 46,483.0 $1.6M 0.05% $35.14 +9.6%
207 IJR ISHARES TR 10,993.0 $1.6M 0.05% +1K +13.7% $148.31 -1.0%
208 MGC VANGUARD WORLD FD 5,918.0 $1.6M 0.05% -231.0 -3.8% $273.62 +2.4%
209 XLK SELECT SECTOR SPDR TR 8,406.0 $1.6M 0.04% -249.0 -2.9% $190.52 -4.0%
210 EMR EMERSON ELEC CO Industrials 10,632.0 $1.5M 0.04% +3K +33.6% $143.16 +10.6%
211 ISHARES TR 30,390.0 $1.5M 0.04% +2K +6.2% $49.55
212 GS GOLDMAN SACHS GROUP INC Financial Services 1,485.0 $1.5M 0.04% -399.0 -21.2% $1011.13 +2.9%
213 NFLX NETFLIX INC Communication Services 20,759.0 $1.5M 0.04% +2K +10.0% $71.40 +14.1%
214 FNDB SCHWAB STRATEGIC TR 47,675.0 $1.5M 0.04% NEW $30.46 +4.3%
215 NOCT INNOVATOR ETFS TRUST 23,166.0 $1.4M 0.04% -713.0 -3.0% $62.52 +1.6%
216 NJAN INNOVATOR ETFS TRUST 24,515.0 $1.4M 0.04% +386.0 +1.6% $59.02 +1.1%
217 PPA INVESCO EXCHANGE TRADED FD T 8,070.0 $1.4M 0.04% +1K +21.7% $176.64 -2.4%
218 XAR SPDR SERIES TRUST 4,920.0 $1.4M 0.04% NEW $283.77 -6.0%
219 GLIX LAZARD ACTIVE ETF TR 50,169.0 $1.4M 0.04% +36K +254.4% $27.70 -1.4%
220 AGG ISHARES TR 13,924.0 $1.4M 0.04% NEW $98.98 -1.1%
Page 11 of 28  ·  560 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%