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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 16 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 7,745.0 $507K 0.02% NEW $65.40
302 RF REGIONS FINL CORP NEW Financial Services 18,515.0 $502K 0.02% +3K +17.1% $27.10 +1.6%
303 CAT CATERPILLAR INC Industrials 872.0 $500K 0.02% $572.90 +51.2%
304 HIMS HIMS & HERS HEALTH INC CLASS CLASS A Healthcare 15,363.0 $499K 0.02% +200.0 +1.3% $32.47 -26.1%
305 MU MICRON TECHNOLOGY INC Technology 1,740.0 $497K 0.02% -372.0 -17.6% $285.48 +167.0%
306 D DOMINION ENERGY INC Utilities 8,392.0 $492K 0.02% NEW $58.59 +16.6%
307 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 14,943.0 $489K 0.02% -2K -9.8% $32.75 +8.6%
308 ET ENERGY TRANSFER L P Energy 29,108.0 $480K 0.02% -4K -12.5% $16.49 +21.3%
309 PID INVSC INTL DVDND ACHVRS ETF 21,800.0 $480K 0.02% $22.00 +5.3%
310 PH PARKER-HANNIFIN CORP Industrials 542.0 $476K 0.02% NEW $878.16 -2.1%
311 RSPF INVESCO EXCHANGE TRADED FD T 5,974.0 $469K 0.02% NEW $78.50 -4.0%
312 PAPR INNOVATOR ETFS TRUST 11,896.0 $465K 0.02% NEW $39.12 +7.1%
313 CI THE CIGNA GROUP Healthcare 1,653.0 $455K 0.02% NEW $275.26 +2.5%
314 AMAT APPLIED MATLS INC Technology 1,717.0 $441K 0.02% NEW $256.99 +66.3%
315 TXN TEXAS INSTRS INC Technology 2,471.0 $429K 0.01% +1K +69.9% $173.49 +75.7%
316 FNDX SCHWAB FUNDMNTL US LARGECOM ETF 15,643.0 $426K 0.01% $27.21 +12.4%
317 SCHA SCHWAB US SMALL CAP ETF 14,933.0 $425K 0.01% $28.48 +16.5%
318 THC TENET HEALTHCARE CORP Healthcare 2,132.0 $424K 0.01% +339.0 +18.9% $198.72 -5.7%
319 IUSV ISHARES TR 4,109.0 $421K 0.01% $102.55 +6.7%
320 CARLYLE TACTICAL PRIVATE CREDIT FUND CLASS I 50,020.0 $417K 0.01% +1K +2.2% $8.34
Page 16 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%