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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 24 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TMO THERMO FISHER SCIENTIFIC INC Healthcare 614.0 $308K 0.01% -985.0 -61.6% $501.36 +26.6%
462 TFIN TRIUMPH FINANCIAL INC Financial Services 4,030.0 $308K 0.01% NEW $76.31 -5.9%
463 PAUG INNOVATOR ETFS TRUST 6,701.0 $306K 0.01% -51.0 -0.8% $45.64 +2.4%
464 CQP CHENIERE ENERGY PARTNERS L P Energy 5,000.0 $305K 0.01% $60.95 +10.9%
465 XYL XYLEM INC Industrials 2,566.0 $303K 0.01% +20.0 +0.8% $118.20 -4.7%
466 CARR CARRIER GLOBAL CORPORATION Industrials 4,130.0 $303K 0.01% NEW $73.36 -19.9%
467 ABT ABBOTT LABORATORIES Healthcare 3,333.0 $302K 0.01% +274.0 +9.0% $90.74 +23.7%
468 CWI SPDR INDEX SHS FDS 7,382.0 $300K 0.01% $40.67 +1.9%
469 GTO INVESCO ACTIVELY MANAGED EXC 6,400.0 $300K 0.01% $46.87 -1.3%
470 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,180.0 $298K 0.01% +1K +33.4% $57.62 +16.8%
471 SHEL SHELL PLC Energy 3,841.0 $298K 0.01% NEW $77.54 +16.6%
472 MSI MOTOROLA SOLUTIONS INC Technology 716.0 $297K 0.01% +30.0 +4.4% $415.42 +17.6%
473 BA BOEING CO Industrials 1,357.0 $294K 0.01% -56.0 -4.0% $216.41 -2.8%
474 MLM MARTIN MARIETTA MATLS INC Basic Materials 494.0 $285K 0.01% $576.24 -8.2%
475 SCHM SCHWAB STRATEGIC TR 7,680.0 $283K 0.01% -1K -15.2% $36.87 -2.2%
476 GD GENERAL DYNAMICS CORP Industrials 799.0 $283K 0.01% +77.0 +10.7% $354.24 +7.6%
477 HAL HALLIBURTON CO Energy 8,317.0 $282K 0.01% NEW $33.95 +2.0%
478 DFAU DIMENSIONAL ETF TRUST 5,457.0 $282K 0.01% NEW $51.69 +3.1%
479 LWLG LIGHTWAVE LOGIC INC Basic Materials 29,465.0 $279K 0.01% NEW $9.46 -36.5%
480 XLC SELECT SECTOR SPDR TR 2,589.0 $277K 0.01% NEW $107.11 +4.4%
Page 24 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%