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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 17 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ROL ROLLINS INC Consumer Cyclical 6,940.0 $417K 0.01% NEW $60.02 -11.2%
322 RDVY FIRST TR EXCHANGE TRADED FD 5,963.0 $414K 0.01% NEW $69.47 +7.7%
323 ITW ILLINOIS TOOL WKS INC Industrials 1,664.0 $410K 0.01% NEW $246.33 +1.5%
324 SCHX SCHWAB US LARGE CAP ETF 15,172.0 $408K 0.01% +2K +17.5% $26.91 +8.5%
325 KLAC KLA CORP Technology 335.0 $407K 0.01% $1215.08 +51.6%
326 POCT INNOVATOR ETFS TRUST 9,203.0 $404K 0.01% NEW $43.92 +4.7%
327 EW EDWARDS LIFESCIENCES CORP Healthcare 4,709.0 $401K 0.01% NEW $85.25 -2.4%
328 DFUS DIMENSIONAL US EQUITY MARKET ETF 5,330.0 $395K 0.01% +270.0 +5.3% $74.17 +8.9%
329 PSEP INNOVATOR ETFS TRUST 8,858.0 $387K 0.01% NEW $43.72 +4.3%
330 IAK ISHARES TR 2,820.0 $384K 0.01% NEW $136.17 -1.4%
331 VST VISTRA CORP Utilities 2,378.0 $384K 0.01% NEW $161.33 -10.7%
332 ABT ABBOTT LABS Healthcare 3,059.0 $383K 0.01% -17.0 -0.6% $125.29 -29.9%
333 CBOE CBOE GLOBAL MKTS INC Financial Services 1,515.0 $380K 0.01% NEW $251.01 +40.2%
334 IFRA ISHARES US INFRASTRUCTURE ETF 7,054.0 $371K 0.01% $52.62 +15.0%
335 AVLV AVANTIS U S LARGE CAP VALUE ETF 4,846.0 $367K 0.01% -408.0 -7.8% $75.76 +17.1%
336 PFE PFIZER INC Healthcare 14,733.0 $367K 0.01% +7K +79.7% $24.90 +4.2%
337 AVUS AMERICAN CENTY ETF TR 3,278.0 $366K 0.01% NEW $111.79 +12.0%
338 INTU INTUIT Technology 552.0 $366K 0.01% -25.0 -4.3% $662.42 -53.6%
339 AVUV AVANTIS US SMALL CAP VALUE ETF 3,573.0 $364K 0.01% $101.98 +16.9%
340 TJX TJX COS INC NEW Consumer Cyclical 2,369.0 $364K 0.01% -78.0 -3.2% $153.61 +3.6%
Page 17 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%