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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 20 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EFX EQUIFAX INC Industrials 1,270.0 $276K 0.01% NEW $216.98 -24.8%
382 NKE NIKE INC CLASS B Consumer Cyclical 4,280.0 $273K 0.01% -330.0 -7.2% $63.71 -30.3%
383 SCHM CHARLES SCHWAB US MC ETF 9,053.0 $272K 0.01% $30.07 +14.9%
384 WM WASTE MGMT INC DEL Industrials 1,222.0 $268K 0.01% NEW $219.68 -0.0%
385 CQP CHENIERE ENERGY PARTN LP Energy 5,000.0 $267K 0.01% $53.48 +21.0%
386 FIDU FIDELITY MSCI INDUSTRIALS INDX ETF 3,241.0 $267K 0.01% $82.49 +12.0%
387 WRB BERKLEY W R CORP Financial Services 3,810.0 $267K 0.01% $70.12 -2.7%
388 CWI SPDR MSCI ACWI EX-US ETF 7,399.0 $266K 0.01% -80.0 -1.1% $35.92 +11.8%
389 DKNG DRAFTKINGS INC NEW Consumer Cyclical 7,707.0 $266K 0.01% NEW $34.46 -26.3%
390 USMF WISDOMTREE TR 5,176.0 $265K 0.01% -2K -23.6% $51.26 +2.1%
391 MSI MOTOROLA SOLUTIONS INC Technology 686.0 $263K 0.01% -15.0 -2.1% $383.32 +4.4%
392 FORTINET INC 3,259.0 $259K 0.01% -625.0 -16.1% $79.41
393 MS MORGAN STANLEY Financial Services 1,450.0 $257K 0.01% -16.0 -1.1% $177.57 +12.9%
394 COWZ PACER FDS TR 4,252.0 $256K 0.01% NEW $60.17 +5.3%
395 GPC GENUINE PARTS CO Consumer Cyclical 2,071.0 $255K 0.01% +393.0 +23.4% $122.96 -20.6%
396 RSP INVSC S P 500 EQUAL WEIGHT ETF 1,326.0 $254K 0.01% $191.50 +6.9%
397 XLI STATE STRT INDSTL SLCT SCTR SPDR ETF 1,608.0 $249K 0.01% $155.13 +9.9%
398 PSX PHILLIPS 66 Energy 1,932.0 $249K 0.01% -301.0 -13.5% $129.01 +39.0%
399 LOW LOWES COS INC Consumer Cyclical 1,027.0 $248K 0.01% -66.0 -6.0% $241.16 -9.9%
400 ISHARES TR 12,033.0 $247K 0.01% NEW $20.52
Page 20 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%