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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 23 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SBUX STARBUCKS CORP Consumer Cyclical 3,228.0 $330K 0.01% +847.0 +35.6% $102.20 +5.8%
442 FNDA SCHWAB STRATEGIC TR 8,613.0 $328K 0.01% NEW $38.06 -1.0%
443 REGN REGENERON PHARMACEUTICALS Healthcare 522.0 $325K 0.01% NEW $623.55 +30.6%
444 FIDU FIDELITY COVINGTON TRUST 3,258.0 $325K 0.01% +17.0 +0.5% $99.62 -4.6%
445 ADBE ADOBE INC Technology 1,572.0 $322K 0.01% -398.0 -20.2% $205.02 +40.0%
446 GLOBUS MED INC 4,065.0 $321K 0.01% +1K +57.3% $79.01
447 GSLC GOLDMAN SACHS ETF TR 2,250.0 $319K 0.01% NEW $141.91 +3.8%
448 DIHP DIMENSIONAL ETF TRUST 9,303.0 $317K 0.01% NEW $34.12 +4.2%
449 QCOM QUALCOMM INC Technology 1,717.0 $317K 0.01% NEW $184.74 -10.9%
450 ISHARES TR 15,605.0 $315K 0.01% +4K +29.7% $20.19
451 URI UNITED RENTALS INC Industrials 278.0 $315K 0.01% +24.0 +9.4% $1132.89 -7.4%
452 VFH VANGUARD WORLD FD 2,393.0 $315K 0.01% NEW $131.58 +7.9%
453 CME CME GROUP INC Financial Services 1,424.0 $314K 0.01% NEW $220.84 +27.3%
454 ISRG INTUITIVE SURGICAL INC Healthcare 789.0 $314K 0.01% +281.0 +55.3% $397.68 -6.9%
455 DFGR DIMENSIONAL ETF TRUST 10,777.0 $312K 0.01% NEW $28.97 +1.4%
456 D DOMINION ENERGY INC Utilities 4,545.0 $310K 0.01% -4K -45.8% $68.29 -3.0%
457 COF CAPITAL ONE FINL CORP Financial Services 1,542.0 $309K 0.01% +670.0 +76.8% $200.68 +8.3%
458 APH AMPHENOL CORP Technology 1,754.0 $309K 0.01% +154.0 +9.6% $176.32 -8.7%
459 WDAY WORKDAY INC Technology 2,526.0 $309K 0.01% -59.0 -2.3% $122.42 +60.8%
460 PRFZ INVESCO EXCHANGE TRADED FD T 5,539.0 $309K 0.01% NEW $55.77 +0.1%
Page 23 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%