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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 21 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 THRV THRIVE SERIES TRUST 17,007.0 $412K 0.01% +9K +106.2% $24.23 -1.2%
402 RSPF INVESCO EXCHANGE TRADED FD T 5,298.0 $411K 0.01% -676.0 -11.3% $77.55 +9.9%
403 DIS DISNEY WALT CO Communication Services 4,202.0 $404K 0.01% +1K +39.0% $96.25 +11.5%
404 PSEP INNOVATOR ETFS TRUST 8,779.0 $404K 0.01% -79.0 -0.9% $46.05 +1.7%
405 ANET ARISTA NETWORKS INC Technology 2,369.0 $402K 0.01% NEW $169.87 +17.6%
406 THC TENET HEALTHCARE CORP Healthcare 2,135.0 $399K 0.01% $187.08 +43.7%
407 IXUS ISHARES TR 4,165.0 $398K 0.01% +172.0 +4.3% $95.45 +2.7%
408 XLF SELECT SECTOR SPDR TR 7,304.0 $392K 0.01% NEW $53.61 +7.9%
409 MDLZ MONDELEZ INTL INC Consumer Defensive 6,671.0 $386K 0.01% +2K +29.6% $57.84 +8.3%
410 PAPR INNOVATOR ETFS TRUST 9,046.0 $382K 0.01% -3K -24.0% $42.20 +1.9%
411 VZ VERIZON COMMUNICATIONS INC Communication Services 9,002.0 $381K 0.01% -4K -33.1% $42.34 +16.8%
412 ITW ILLINOIS TOOL WKS INC Industrials 1,395.0 $377K 0.01% -269.0 -16.2% $270.47 +4.1%
413 AVNM AMERICAN CENTY ETF TR 4,491.0 $370K 0.01% +549.0 +13.9% $82.38 +4.2%
414 XLE SELECT SECTOR SPDR TR 6,965.0 $370K 0.01% NEW $53.11 +17.4%
415 INNOVATOR ETFS TRUST 17,405.0 $370K 0.01% -10K -35.8% $21.23
416 IJJ ISHARES TR 2,501.0 $369K 0.01% NEW $147.73 +0.3%
417 VCR VANGUARD WORLD FD 922.0 $366K 0.01% NEW $396.61 -1.6%
418 XLI SELECT SECTOR SPDR TR 1,973.0 $365K 0.01% +365.0 +22.7% $185.21 -3.5%
419 MS MORGAN STANLEY Financial Services 1,738.0 $363K 0.01% +288.0 +19.9% $209.08 +2.6%
420 MUNI PIMCO ETF TR 6,862.0 $361K 0.01% +939.0 +15.8% $52.60 -1.8%
Page 21 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%