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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 18 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SKYT SKYWATER TECHNOLOGY INC Technology 19,860.0 $361K 0.01% NEW $18.16 +93.4%
342 GILD GILEAD SCIENCES INC Healthcare 2,929.0 $360K 0.01% +650.0 +28.5% $122.74 +6.3%
343 BGLD FIRST TR EXCHANGE-TRADED FD 20,853.0 $357K 0.01% NEW $17.11 +0.7%
344 GLIX LAZARD LISTED INFRASTRUCTURE ETF 14,157.0 $352K 0.01% NEW $24.90 +9.8%
345 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 4,577.0 $349K 0.01% NEW $76.23 -11.4%
346 XYL XYLEM INC Industrials 2,546.0 $347K 0.01% -27.0 -1.1% $136.17 -20.5%
347 XLY STATE STRT CONS DSRY SLTSE SP ETF IV 2,894.0 $346K 0.01% +2K +108.7% $119.41 -0.6%
348 DIS DISNEY WALT CO Communication Services 3,023.0 $344K 0.01% +162.0 +5.7% $113.77 -9.0%
349 SPGI S&P GLOBAL INC Financial Services 649.0 $339K 0.01% +218.0 +50.6% $522.59 -20.2%
350 IXUS ISHARES TR 3,993.0 $338K 0.01% $84.63 +12.4%
351 SPGP INVESCO EXCHANGE TRADED FD T 2,965.0 $338K 0.01% NEW $113.87 +3.4%
352 FXR FIRST TR EXCHANGE TRADED FD 4,177.0 $334K 0.01% NEW $79.86 +6.2%
353 IYW ISHARES TR 1,643.0 $328K 0.01% +28.0 +1.7% $199.68 +20.2%
354 COP CONOCOPHILLIPS Energy 3,498.0 $327K 0.01% -304.0 -8.0% $93.61 +28.8%
355 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 538.0 $324K 0.01% NEW $602.85 +10.4%
356 EUDG WISDOMTREE EURP QLY DIV GRWT ETF 8,596.0 $323K 0.01% +45.0 +0.5% $37.53 +2.7%
357 EEMS ISHARES INC 4,736.0 $320K 0.01% -25.0 -0.5% $67.48 +12.2%
358 VOE VANGUARD MID CAP VALUE ETF 1,796.0 $319K 0.01% $177.37 +8.6%
359 BKH BLACK HILLS CORP Utilities 4,560.0 $317K 0.01% NEW $69.42 +6.8%
360 FS SPECIALTY LENDING FD 22,284.0 $315K 0.01% NEW $14.14
Page 18 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%