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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 14 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RY ROYAL BANK OF CANADA F Financial Services 3,871.0 $660K 0.02% NEW $170.49 +9.8%
262 VO VANGUARD MID CAP ETF 2,269.0 $659K 0.02% -48.0 -2.1% $290.22 -73.3%
263 BSX BOSTON SCIENTIFIC CORP Healthcare 6,815.0 $650K 0.02% NEW $95.35 -40.1%
264 BOXX EA SERIES TRUST 5,548.0 $639K 0.02% +739.0 +15.4% $115.10 +1.5%
265 CINF CINCINNATI FINL CORP Financial Services 3,888.0 $635K 0.02% $163.32 +3.1%
266 LMT LOCKHEED MARTIN CORP Industrials 1,309.0 $633K 0.02% +727.0 +124.9% $483.61 +8.1%
267 SMH VANECK ETF TRUST 1,743.0 $628K 0.02% +975.0 +127.0% $360.07 +57.6%
268 SPIP ST SRT SPDR PORTFOLIO TIPS ET ETF IV 24,065.0 $624K 0.02% -1K -5.2% $25.95 -0.2%
269 IWN ISHARES RUSSELL 2000 VALUE ETF 3,441.0 $624K 0.02% $181.21 +15.8%
270 COIN COINBASE GLOBAL INC Financial Services 2,743.0 $620K 0.02% NEW $226.18 -14.4%
271 DHI D R HORTON INC Consumer Cyclical 4,292.0 $618K 0.02% +41.0 +1.0% $144.03 +0.1%
272 SPSM ST STRET SPDR PRTFL S&P 600 S C ETF 13,188.0 $618K 0.02% -373.0 -2.8% $46.86 +13.1%
273 KJAN INNOVATOR ETFS TRUST 14,417.0 $597K 0.02% NEW $41.42 +7.3%
274 VFQY VANGUARD WELLINGTON FD 3,822.0 $586K 0.02% NEW $153.42 +5.2%
275 DIA SPDR DOW JONES INDUSTRIAL AVRG ETF Financial Services 1,220.0 $586K 0.02% $480.57 +4.7%
276 DVY ISHARES SELECT DIVIDEND ETF 4,147.0 $585K 0.02% -425.0 -9.3% $141.14 +9.2%
277 PROBE GOLD INC F 218,000.0 $581K 0.02% NEW $2.67
278 BLACKSTONE PRIVATE CREDIT FUND CLASS I 23,281.0 $579K 0.02% +12K +101.2% $24.87
279 TDVG T ROWE PRICE ETF INC 12,801.0 $576K 0.02% NEW $44.97 +5.6%
280 J JACOBS SOLUTIONS INC Industrials 4,310.0 $571K 0.02% NEW $132.46 -13.9%
Page 14 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%