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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 14 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SGOV ISHARES TR 9,949.0 $1.0M 0.03% NEW $100.67 -0.0%
262 IWR ISHARES TR 9,059.0 $999K 0.03% +761.0 +9.2% $110.32 +2.7%
263 AXP AMERICAN EXPRESS CO Financial Services 2,938.0 $994K 0.03% +54.0 +1.9% $338.19 -1.3%
264 UBSI UNITED BANKSHARES INC WEST V Financial Services 21,648.0 $992K 0.03% +3K +15.8% $45.83 +3.3%
265 AVUS AMERICAN CENTY ETF TR 7,617.0 $976K 0.03% +4K +132.4% $128.08 +2.1%
266 LNG CHENIERE ENERGY INC Energy 4,039.0 $965K 0.03% +257.0 +6.8% $239.01 +15.7%
267 BX BLACKSTONE INC Financial Services 8,173.0 $962K 0.03% +2K +35.3% $117.67 +22.9%
268 QTUM ETF SER SOLUTIONS 5,795.0 $958K 0.03% -25K -81.5% $165.37 -8.7%
269 VTIP VANGUARD MALVERN FDS 19,050.0 $957K 0.03% +285.0 +1.5% $50.23 -0.8%
270 KMI KINDER MORGAN INC DEL Energy 29,754.0 $951K 0.03% -9K -24.1% $31.97 -2.1%
271 J JACOBS SOLUTIONS INC Industrials 7,471.0 $941K 0.03% +3K +73.3% $126.01 +19.7%
272 BUFD FIRST TR EXCHNG TRADED FD VI 31,084.0 $924K 0.03% +24K +322.9% $29.72 +2.0%
273 ARKK ARK ETF TR 11,313.0 $914K 0.03% -3K -23.1% $80.82 +8.3%
274 WFC WELLS FARGO & CO Financial Services 11,054.0 $914K 0.03% -996.0 -8.3% $82.64 +2.8%
275 OCTW AIM ETF PRODUCTS TRUST 22,310.0 $913K 0.03% -1K -6.1% $40.91 +2.0%
276 ARK 21SHARES BITCOIN ETF 46,825.0 $911K 0.03% NEW $19.46
277 NOBL PROSHARES TR 16,222.0 $911K 0.03% +9K +116.1% $56.16 +4.2%
278 SPSM SPDR SERIES TRUST 15,663.0 $903K 0.03% +2K +18.8% $57.67 -1.1%
279 MA MASTERCARD INCORPORATED Financial Services 1,698.0 $872K 0.03% +170.0 +11.1% $513.54 +15.2%
280 DUK DUKE ENERGY CORP NEW Utilities 6,858.0 $868K 0.03% -66.0 -0.9% $126.59 -4.8%
Page 14 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%