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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 15 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NRG NRG ENERGY INC Utilities 5,926.0 $865K 0.03% -743.0 -11.1% $146.05 -20.5%
282 MCD MCDONALDS CORP Consumer Cyclical 3,190.0 $862K 0.02% +305.0 +10.6% $270.30 -1.2%
283 JEPI J P MORGAN EXCHANGE TRADED F 15,146.0 $855K 0.02% -18K -53.7% $56.48 +3.0%
284 NUE NUCOR CORP Basic Materials 3,826.0 $852K 0.02% -798.0 -17.3% $222.73 +13.5%
285 MRK MERCK & CO INC Healthcare 6,615.0 $850K 0.02% +1K +28.6% $128.51 +19.2%
286 IBIT ISHARES BITCOIN TRUST ETF Financial Services 25,429.0 $847K 0.02% -2K -6.5% $33.29 +33.6%
287 A AGILENT TECHNOLOGIES INC Healthcare 6,277.0 $834K 0.02% NEW $132.83 +16.8%
288 SIVR ABRDN SILVER ETF TRUST Financial Services 14,691.0 $826K 0.02% NEW $56.22 +15.2%
289 IWP ISHARES TR 5,622.0 $823K 0.02% NEW $146.42 -2.7%
290 IBHG ISHARES TR 37,217.0 $822K 0.02% NEW $22.08 -0.3%
291 IFEB INNOVATOR ETFS TRUST 25,719.0 $804K 0.02% NEW $31.28 +2.9%
292 ET ENERGY TRANSFER L P Energy 42,069.0 $804K 0.02% +13K +44.5% $19.12 +12.1%
293 VNQ VANGUARD INDEX FDS 8,309.0 $801K 0.02% +358.0 +4.5% $96.43 +2.3%
294 TXN TEXAS INSTRS INC Technology 2,672.0 $796K 0.02% +201.0 +8.1% $298.07 -12.2%
295 MO ALTRIA GROUP INC Consumer Defensive 10,916.0 $785K 0.02% +6K +106.3% $71.95 -3.9%
296 AEP AMERICAN ELEC PWR CO INC Utilities 5,683.0 $778K 0.02% +1K +29.1% $136.81 -9.8%
297 INTC INTEL CORP Technology 5,566.0 $777K 0.02% NEW $139.62 -36.8%
298 ILCB ISHARES TR 7,492.0 $777K 0.02% NEW $103.65 +2.4%
299 PXH INVESCO EXCH TRADED FD TR II 27,593.0 $769K 0.02% NEW $27.88 +5.6%
300 DHI D R HORTON INC Consumer Cyclical 4,691.0 $764K 0.02% +399.0 +9.3% $162.88 -8.4%
Page 15 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%