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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 21 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DE DEERE & CO Industrials 530.0 $247K 0.01% -16.0 -2.9% $465.57 +14.1%
402 CENCORA INC CLASS SERIES A 728.0 $246K 0.01% -62.0 -7.8% $337.75
403 FNCL FIDELITY MSCI FINANCIALSINDX ETF 3,134.0 $244K 0.01% $77.73 -5.1%
404 GD GENERAL DYNAMICS CORP Industrials 722.0 $243K 0.01% NEW $336.66 +0.6%
405 TJUL INNOVATOR ETFS TRUST 8,200.0 $243K 0.01% NEW $29.59 +1.9%
406 IJK ISHARES S&P MID CAP 400 GRWTH ETF 2,467.0 $239K 0.01% $96.88 +14.4%
407 SHY ISHARES 1-3 YEAR TREASRYBOND ETF 2,864.0 $237K 0.01% $82.82 -0.8%
408 BKNG BOOKING HLDGS INC Consumer Cyclical 44.0 $236K 0.01% -1.0 -2.2% $5355.34 -97.0%
409 HWM HOWMET AEROSPACE INC Industrials 1,143.0 $234K 0.01% -48.0 -4.0% $205.02 +26.8%
410 GAPR FIRST TR EXCHNG TRADED FD VI 5,850.0 $234K 0.01% NEW $39.99 +3.4%
411 VLO VALERO ENERGY CORP NEW Energy 1,432.0 $233K 0.01% -38.0 -2.6% $162.79 +55.9%
412 MOAT VANECK ETF TRUST 2,209.0 $229K 0.01% $103.56 -2.3%
413 IGV ISHARES EXPANDED TECH STW SCTR ETF 2,157.0 $228K 0.01% NEW $105.69 -12.5%
414 MBB ISHARES MBS ETF 2,394.0 $228K 0.01% +92.0 +4.0% $95.22 -1.4%
415 TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 2,951.0 $226K 0.01% $76.55
416 CMCSA COMCAST CORP NEW TRADES WITH DUE BILLS Communication Services 7,549.0 $226K 0.01% +461.0 +6.5% $29.89 -16.1%
417 GLOBUS MED INC 2,584.0 $226K 0.01% NEW $87.31
418 AOA ISHARES TR 2,501.0 $224K 0.01% NEW $89.55 +7.9%
419 VAW VANGUARD MATERIALS ETF 1,077.0 $224K 0.01% $207.55 +9.2%
420 DJUN FIRST TR EXCHNG TRADED FD VI 4,628.0 $219K 0.01% NEW $47.34 +3.5%
Page 21 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%