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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 26 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 FN FABRINET Technology 436.0 $245K 0.01% NEW $562.08 -23.3%
502 GAPR FIRST TR EXCHNG TRADED FD VI 5,850.0 $244K 0.01% $41.67 +1.9%
503 SNDK SANDISK CORP Technology 106.0 $241K 0.01% NEW $2273.73 -35.4%
504 NKE NIKE INC Consumer Cyclical 5,856.0 $240K 0.01% +2K +36.8% $41.05 -6.3%
505 CIEN CIENA CORP Technology 490.0 $240K 0.01% NEW $490.56 -18.7%
506 NET CLOUDFLARE INC Technology 974.0 $239K 0.01% NEW $245.28 +22.5%
507 EFX EQUIFAX INC Industrials 1,505.0 $239K 0.01% +235.0 +18.5% $158.72 +21.7%
508 SHY ISHARES TR 2,907.0 $239K 0.01% +43.0 +1.5% $82.11 -0.1%
509 COWZ PACER FDS TR 3,827.0 $238K 0.01% -425.0 -10.0% $62.20 +16.2%
510 OXY OCCIDENTAL PETE CORP Energy 4,890.0 $238K 0.01% NEW $48.57 +20.8%
511 DFSU DIMENSIONAL ETF TRUST 5,015.0 $234K 0.01% NEW $46.63 +4.0%
512 FCX FREEPORT MCMORAN INC Basic Materials 3,712.0 $233K 0.01% NEW $62.89 +25.9%
513 IYR ISHARES TR 2,268.0 $232K 0.01% NEW $102.27 +1.9%
514 TER TERADYNE INC Technology 475.0 $230K 0.01% NEW $483.84 -24.3%
515 FDN FIRST TR EXCHANGE-TRADED FD 868.0 $230K 0.01% NEW $264.72 +10.7%
516 VRRM VERRA MOBILITY CORP Technology 53,993.0 $229K 0.01% -166K -75.4% $4.25 +7.4%
517 USMF WISDOMTREE TR 4,206.0 $228K 0.01% -970.0 -18.7% $54.24 -1.6%
518 DFSI DIMENSIONAL ETF TRUST 5,059.0 $228K 0.01% NEW $45.10 +5.3%
519 DFEV DIMENSIONAL ETF TRUST 5,310.0 $227K 0.01% NEW $42.67 -0.1%
520 ADI ANALOG DEVICES INC Technology 565.0 $224K 0.01% NEW $397.19 -5.7%
Page 26 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%