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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 25 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FPE FIRST TR EXCH TRADED FD III 15,506.0 $277K 0.01% $17.88 -1.1%
482 JCI JOHNSON CONTROLS INTERNATION Industrials 1,889.0 $276K 0.01% NEW $146.11 -2.1%
483 DOV DOVER CORP Industrials 1,202.0 $270K 0.01% -2K -56.3% $224.28 -9.8%
484 AOA ISHARES TR 2,762.0 $270K 0.01% +261.0 +10.4% $97.58 +1.6%
485 WRB BERKLEY W R CORP Financial Services 3,818.0 $269K 0.01% $70.53 -3.9%
486 EXC EXELON CORP Utilities 5,637.0 $263K 0.01% NEW $46.62 -6.2%
487 DEHP DIMENSIONAL ETF TRUST 6,101.0 $261K 0.01% NEW $42.77 -2.9%
488 WBD WARNER BROS DISCOVERY INC Communication Services 9,733.0 $259K 0.01% NEW $26.66 +7.6%
489 UFOX ETF SER SOLUTIONS 2,702.0 $257K 0.01% NEW $95.04 -12.1%
490 ROL ROLLINS INC Consumer Cyclical 6,094.0 $254K 0.01% -846.0 -12.2% $41.74 -14.0%
491 FNCL FIDELITY COVINGTON TRUST 3,307.0 $253K 0.01% +173.0 +5.5% $76.57 +7.4%
492 XBI SPDR SERIES TRUST 1,597.0 $253K 0.01% NEW $158.20 +5.7%
493 DAVA ENDAVA PLC Technology 88,975.0 $252K 0.01% -17K -15.9% $2.83 +17.7%
494 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 259.0 $250K 0.01% NEW $964.84 -12.8%
495 TIP ISHARES TR 2,279.0 $249K 0.01% NEW $109.44 -1.8%
496 MRSH MARSH & MCLENNAN COS INC Financial Services 1,489.0 $248K 0.01% +362.0 +32.1% $166.63 +14.1%
497 TJUL INNOVATOR ETFS TRUST 8,200.0 $248K 0.01% $30.23 +1.0%
498 BLUEROCK PVT REAL ESTATE FD 19,009.0 $247K 0.01% +593.0 +3.2% $13.01
499 JEMA J P MORGAN EXCHANGE TRADED F 3,868.0 $247K 0.01% NEW $63.88 -2.3%
500 VAW VANGUARD WORLD FD 1,077.0 $246K 0.01% $228.79 +4.3%
Page 25 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%