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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 13 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RBRK RUBRIK INC CLASS CLASS A Technology 10,007.0 $765K 0.03% NEW $76.48 -12.5%
242 NUE NUCOR CORP Basic Materials 4,624.0 $754K 0.03% $163.09 +38.8%
243 PJUL INNOVATOR ETFS TRUST 16,142.0 $749K 0.03% NEW $46.43 +4.3%
244 GLD SPDR GOLD TR Financial Services 1,868.0 $740K 0.03% +119.0 +6.8% $396.31 +5.2%
245 LNG CHENIERE ENERGY INC Energy 3,782.0 $735K 0.03% +153.0 +4.2% $194.39 +23.7%
246 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 4,283.0 $728K 0.03% $170.00 +40.8%
247 VHT VANGUARD HEALTH CARE ETF 2,515.0 $724K 0.03% $287.79 -3.9%
248 IWB ISHARES TR 1,925.0 $719K 0.03% +157.0 +8.9% $373.48 +8.4%
249 UBSI UNITED BANKSHARES INC WEST V Financial Services 18,690.0 $718K 0.03% NEW $38.40 +12.3%
250 VNQ VANGUARD INDEX FDS 7,951.0 $704K 0.03% $88.49 +9.2%
251 ADBE ADOBE INC Technology 1,970.0 $689K 0.02% NEW $349.99 -30.3%
252 BTU PEABODY ENERGY CORP NEW Energy 23,214.0 $689K 0.02% $29.70 -17.8%
253 NEOV NEOVOLTA INC Industrials 226,225.0 $688K 0.02% $3.04 -2.6%
254 EJAN INNOVATOR ETFS TRUST 20,236.0 $684K 0.02% NEW $33.79 +5.8%
255 DFIS DIMENSIONAL ETF TRUST 20,743.0 $683K 0.02% NEW $32.94 +10.0%
256 SHOP SHOPIFY INC Technology 4,223.0 $680K 0.02% NEW $160.97 -34.8%
257 IWD ISHARES TR 3,213.0 $676K 0.02% +518.0 +19.2% $210.36 +11.6%
258 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,285.0 $671K 0.02% +2K +223.2% $293.60 +4.3%
259 DAVA ENDAVA PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 105,775.0 $668K 0.02% $6.32 -47.2%
260 SCHB SCHWAB US BROAD MARKET ETF 25,428.0 $667K 0.02% +12K +86.1% $26.23 +9.0%
Page 13 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%