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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 27 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 MBB ISHARES TR 2,344.0 $222K 0.01% -50.0 -2.1% $94.52 -1.0%
522 IUSG ISHARES TR 1,177.0 $221K 0.01% NEW $188.02 +0.8%
523 CMI CUMMINS INC Industrials 310.0 $221K 0.01% NEW $713.21 -18.9%
524 VST VISTRA CORP Utilities 1,393.0 $221K 0.01% -985.0 -41.4% $158.67 -11.7%
525 PMAR INNOVATOR ETFS TRUST 4,622.0 $221K 0.01% NEW $47.77 +1.9%
526 BK BANK OF NY MELLON CORP Financial Services 1,506.0 $218K 0.01% NEW $144.61 -1.9%
527 AZO AUTOZONE INC Consumer Cyclical 68.0 $217K 0.01% NEW $3195.94 -6.2%
528 DJUN FIRST TR EXCHNG TRADED FD VI 4,405.0 $217K 0.01% -223.0 -4.8% $49.28 +1.6%
529 TOTALENERGIES SE 2,785.0 $217K 0.01% NEW $77.76
530 CMCSA COMCAST CORP NEW Communication Services 8,790.0 $216K 0.01% +1K +16.4% $24.55 +10.8%
531 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 679.0 $216K 0.01% NEW $317.53 -8.7%
532 POWL POWELL INDS INC Industrials 752.0 $215K 0.01% NEW $286.36 -33.0%
533 XLP SELECT SECTOR SPDR TR 2,591.0 $215K 0.01% NEW $83.08 +3.8%
534 FIDELITY COVINGTON TRUST 2,776.0 $214K 0.01% +43.0 +1.6% $77.26
535 CNP CENTERPOINT ENERGY INC Utilities 4,855.0 $214K 0.01% NEW $44.04 -10.1%
536 AZN ASTRAZENECA PLC Healthcare 1,106.0 $210K 0.01% NEW $189.70 -12.4%
537 CENCORA INC 737.0 $209K 0.01% +9.0 +1.2% $282.98
538 TPHD TIMOTHY PLAN 4,918.0 $208K 0.01% NEW $42.28 +3.2%
539 EW EDWARDS LIFESCIENCES CORP Healthcare 2,298.0 $208K 0.01% -2K -51.2% $90.46 +0.4%
540 USB US BANCORP Financial Services 3,423.0 $207K 0.01% NEW $60.40 +4.0%
Page 27 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%