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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 19 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MUNI PIMCO ETF TR 5,923.0 $310K 0.01% NEW $52.41 -0.7%
362 MLM MARTIN MARIETTA MATLS IN Basic Materials 494.0 $307K 0.01% $622.13 -13.5%
363 BA BOEING CO Industrials 1,413.0 $307K 0.01% NEW $217.16 +1.1%
364 MO ALTRIA GROUP INC Consumer Defensive 5,291.0 $305K 0.01% +275.0 +5.5% $57.66 +27.8%
365 PWR QUANTA SVCS INC Industrials 721.0 $304K 0.01% -13.0 -1.8% $422.30 +68.1%
366 GTO INVSC TOTAL RETURN BOND ETF 6,400.0 $303K 0.01% $47.42 -1.9%
367 NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 2,180.0 $301K 0.01% -34.0 -1.5% $137.87 +10.1%
368 MPC MARATHON PETE CORP Energy 1,847.0 $300K 0.01% -21.0 -1.1% $162.63 +52.8%
369 OEF ISHARES S&P 100 ETF 864.0 $296K 0.01% -280.0 -24.5% $342.97 +8.0%
370 MRVL MARVELL TECHNOLOGY INC Technology 3,468.0 $295K 0.01% +100.0 +3.0% $84.98 +124.4%
371 PAUG INNOVATOR ETFS TRUST 6,752.0 $292K 0.01% NEW $43.25 +4.4%
372 AVNM AVANTIS ALL INTRNL MKT EQT ETF 3,942.0 $290K 0.01% -400.0 -9.2% $73.52 +12.9%
373 ISRG INTUITIVE SURGICAL INC Healthcare 508.0 $288K 0.01% NEW $566.36 -22.3%
374 SNA SNAP ON INC Industrials 834.0 $287K 0.01% -10.0 -1.2% $344.60 +4.5%
375 TOTL SSGA ACTIVE ETF TR 7,136.0 $287K 0.01% NEW $40.25 -2.4%
376 AGX ARGAN INC Industrials 915.0 $287K 0.01% NEW $313.33 +105.7%
377 ARCC ARES CAP CORP EQUITY CLASS EQUITY Financial Services 14,012.0 $283K 0.01% $20.23 -7.4%
378 FPE FIRST TR EXCH TRADED FD III 15,506.0 $283K 0.01% NEW $18.22 -1.8%
379 MDLZ MONDELEZ INTL INC Consumer Defensive 5,148.0 $277K 0.01% +2K +49.5% $53.83 +14.2%
380 BLUEROCK PVT REAL ESTATE FD 18,416.0 $276K 0.01% NEW $15.00
Page 19 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%