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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 12 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PNC PNC FINL SVCS GROUP INC Financial Services 5,581.0 $1.4M 0.04% -373.0 -6.3% $246.22 -0.6%
222 SPTL SPDR SERIES TRUST 52,222.0 $1.4M 0.04% NEW $26.23 -3.1%
223 PINNACLE FINL PARTNERS INC 13,572.0 $1.4M 0.04% NEW $100.88
224 DVY ISHARES TR 8,735.0 $1.4M 0.04% +5K +110.6% $156.30 +5.5%
225 NEE NEXTERA ENERGY INC Utilities 15,296.0 $1.3M 0.04% +2K +15.5% $87.77 -4.0%
226 AKRE PROFESIONALLY MANAGED PORTFO 24,467.0 $1.3M 0.04% -6K -19.1% $53.19 +14.0%
227 DUHP DIMENSIONAL ETF TRUST 30,394.0 $1.3M 0.04% +7K +30.2% $41.73 +1.8%
228 AMAT APPLIED MATLS INC Technology 1,739.0 $1.3M 0.04% +22.0 +1.3% $723.00 -33.6%
229 ISHARES TR 57,901.0 $1.3M 0.04% -127K -68.6% $21.65
230 TFC TRUIST FINL CORP Financial Services 25,129.0 $1.3M 0.04% -3K -12.1% $49.82 +1.7%
231 IAUM ISHARES GOLD TRUST MICRO Financial Services 31,072.0 $1.2M 0.04% NEW $40.01 +14.4%
232 SCHW SCHWAB CHARLES CORP Financial Services 13,383.0 $1.2M 0.04% +683.0 +5.4% $92.27 +18.6%
233 MRVL MARVELL TECHNOLOGY INC Technology 4,140.0 $1.2M 0.04% +672.0 +19.4% $297.88 -17.7%
234 KLAC KLA CORP Technology 4,069.0 $1.2M 0.04% +4K +1114.6% $301.71 -39.1%
235 RSP INVESCO EXCHANGE TRADED FD T 5,684.0 $1.2M 0.03% +4K +328.7% $212.77 +4.4%
236 SCHK SCHWAB STRATEGIC TR 33,221.0 $1.2M 0.03% NEW $36.06 +2.5%
237 IWN ISHARES TR 5,323.0 $1.2M 0.03% +2K +54.7% $221.21 +1.4%
238 AEM AGNICO EAGLE MINES LTD Basic Materials 7,522.0 $1.2M 0.03% NEW $155.13 +38.0%
239 BUFR FIRST TR EXCHNG TRADED FD VI 31,282.0 $1.1M 0.03% NEW $36.53 +2.2%
240 IBM INTERNATIONAL BUSINESS MACHS Technology 4,035.0 $1.1M 0.03% -301.0 -6.9% $281.23 -18.3%
Page 12 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%