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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 18 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PFE PFIZER INC Healthcare 25,514.0 $614K 0.02% +11K +73.2% $24.08 +16.9%
342 ACN ACCENTURE PLC IRELAND Technology 4,782.0 $595K 0.02% +292.0 +6.5% $124.44 +51.6%
343 CASY CASEYS GEN STORES INC Consumer Cyclical 743.0 $591K 0.02% NEW $794.79 -2.5%
344 FDX FEDEX CORP Industrials 1,884.0 $590K 0.02% +85.0 +4.7% $313.14 +6.3%
345 JGRO J P MORGAN EXCHANGE TRADED F 5,971.0 $589K 0.02% +439.0 +7.9% $98.59 -3.3%
346 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 9,063.0 $580K 0.02% NEW $64.01 +13.5%
347 MPC MARATHON PETE CORP Energy 2,263.0 $579K 0.02% +416.0 +22.5% $255.64 +41.8%
348 IYW ISHARES TR 2,293.0 $578K 0.02% +650.0 +39.6% $252.23 +0.4%
349 GLD SPDR GOLD TR Financial Services 1,555.0 $573K 0.02% -313.0 -16.8% $368.45 +14.7%
350 GILD GILEAD SCIENCES INC Healthcare 4,520.0 $571K 0.02% +2K +54.3% $126.33 +17.4%
351 KJAN INNOVATOR ETFS TRUST 12,493.0 $570K 0.02% -2K -13.3% $45.63 +1.9%
352 COP CONOCOPHILLIPS Energy 5,409.0 $562K 0.02% +2K +54.6% $103.97 +24.1%
353 AVLV AMERICAN CENTY ETF TR 6,148.0 $561K 0.02% +1K +26.9% $91.21 +3.1%
354 HIMS HIMS & HERS HEALTH INC Healthcare 16,119.0 $559K 0.02% +756.0 +4.9% $34.67 -10.8%
355 GLW CORNING INC Technology 2,181.0 $557K 0.02% NEW $255.43 -41.0%
356 NOW SERVICENOW INC Technology 5,591.0 $555K 0.02% NEW $99.28 +38.5%
357 RF REGIONS FINANCIAL CORP NEW Financial Services 18,344.0 $554K 0.02% -171.0 -0.9% $30.20 +0.6%
358 VRT VERTIV HOLDINGS CO Industrials 1,639.0 $549K 0.02% NEW $334.80 -20.4%
359 EEMS ISHARES INC 7,157.0 $543K 0.01% +2K +51.1% $75.89 +1.3%
360 XLY SELECT SECTOR SPDR TR 4,618.0 $542K 0.01% +2K +59.6% $117.29 -0.9%
Page 18 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%