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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 20 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DFAI DIMENSIONAL ETF TRUST 11,352.0 $468K 0.01% NEW $41.25 +5.0%
382 FORTINET INC 3,021.0 $464K 0.01% -238.0 -7.3% $153.62
383 NLR VANECK ETF TRUST 3,980.0 $462K 0.01% -21K -84.0% $115.98 +7.8%
384 NVS NOVARTIS AG Healthcare 2,929.0 $459K 0.01% +749.0 +34.4% $156.72 -1.3%
385 UNILEVER PLC 7,625.0 $458K 0.01% -120.0 -1.6% $60.12
386 BTU PEABODY ENGR CORP Energy 19,683.0 $455K 0.01% -4K -15.2% $23.12 +27.3%
387 IBMO ISHARES TR 17,615.0 $452K 0.01% NEW $25.64 -0.0%
388 IFRA ISHARES TR 7,110.0 $448K 0.01% +56.0 +0.8% $63.04 -5.1%
389 VHT VANGUARD WORLD FD 1,484.0 $444K 0.01% -1K -41.0% $299.09 +8.0%
390 VONE VANGUARD SCOTTSDALE FDS 1,296.0 $439K 0.01% NEW $338.70 +3.2%
391 BOXX EA SERIES TRUST 3,738.0 $438K 0.01% -2K -32.6% $117.09 +0.8%
392 FXR FIRST TR EXCHANGE-TRADED FD 4,769.0 $435K 0.01% +592.0 +14.2% $91.13 -2.9%
393 VRTX VERTEX PHARMACEUTICALS INC Healthcare 874.0 $434K 0.01% -341.0 -28.1% $496.73 +10.2%
394 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,665.0 $430K 0.01% NEW $92.08 -4.6%
395 LOW LOWES COS INC Consumer Cyclical 1,918.0 $423K 0.01% +891.0 +86.8% $220.45 -6.2%
396 FELC FIDELITY COVINGTON TRUST 10,006.0 $419K 0.01% -4K -27.9% $41.91 +4.6%
397 TJX TJX COS INC NEW Consumer Cyclical 2,748.0 $416K 0.01% +379.0 +16.0% $151.49 -11.4%
398 VBIL VANGUARD INSTL INDEX FD 5,463.0 $413K 0.01% NEW $75.68 +0.0%
399 VOE VANGUARD INDEX FDS 2,092.0 $413K 0.01% +296.0 +16.5% $197.60 +5.4%
400 POCT INNOVATOR ETFS TRUST 8,902.0 $413K 0.01% -301.0 -3.3% $46.41 +2.2%
Page 20 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%