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Portfolio (Quarterly) Guide ↗

BIP Wealth, LLC

· CIK 0001590214
13F Portfolio $2.8B AUM 456 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 158 New 174 Added 67 Reduced 12 Exited
Page 3 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 491,350.0 $16.2M 0.57% +378K +335.2% $33.02 +4.1%
42 FEX FIRST TR EXCHANGE-TRADED ALP 132,719.0 $15.7M 0.56% NEW $118.62 +11.3%
43 STIP ISHARES TR 146,607.0 $15.0M 0.53% +7K +4.9% $102.39 +0.9%
44 CGCB CAPITAL GRP FIXED INCM ETF T 508,681.0 $13.5M 0.48% NEW $26.52 -1.8%
45 NVDA NVIDIA CORPORATION Technology 72,139.0 $13.5M 0.47% +12K +19.8% $186.50 +17.7%
46 DFUV DIMENSIONAL ETF TRUST 286,035.0 $13.3M 0.47% +7K +2.6% $46.59 +13.3%
47 PYLD PIMCO ETF TR 471,224.0 $12.6M 0.44% NEW $26.68 -1.5%
48 BNDX VANGUARD TOTAL INTERNATIONAL BND ETF 253,616.0 $12.3M 0.43% +38K +17.9% $48.32 -0.7%
49 VGT VANGUARD INFORMATION TECHNOLOGY ETF 16,150.0 $12.2M 0.43% -975.0 -5.7% $753.79 -84.8%
50 REET ISHARES TR 483,797.0 $12.1M 0.43% +15K +3.2% $24.95 +10.0%
51 STRL STERLING INFRASTRUCTURE INC Industrials 39,036.0 $12.0M 0.42% -10K -20.8% $306.23 +145.6%
52 JAAA JANUS DETROIT STR TR 236,093.0 $11.9M 0.42% NEW $50.58 +0.2%
53 IJUL INNOVATOR ETFS TRUST 344,430.0 $11.5M 0.41% NEW $33.51 +5.3%
54 SLYV SPDR SERIES TRUST 126,344.0 $11.5M 0.41% -5K -4.0% $90.97 +12.6%
55 EFV ISHARES TR 158,554.0 $11.3M 0.40% +2K +1.5% $71.41 +10.6%
56 VV VANGUARD INDEX FDS 35,374.0 $11.1M 0.39% -323.0 -0.9% $314.80 +8.5%
57 AMZN AMAZON COM INC Consumer Cyclical 47,156.0 $10.9M 0.38% +20K +72.4% $230.82 +16.3%
58 ISHARES TR 461,910.0 $10.6M 0.37% NEW $22.88
59 DNL WISDOMTREE TR 254,372.0 $10.5M 0.37% +11K +4.5% $41.22 +6.9%
60 SPYM SPDR SERIES TRUST 130,403.0 $10.5M 0.37% +4K +3.2% $80.22 +9.0%
Page 3 of 23  ·  456 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 62.5%
Technology 14.4%
Industrials 5.2%
Consumer Cyclical 4.3%
Healthcare 3.5%
Communication Services 3.1%
Consumer Defensive 2.7%
Energy 2.1%
Utilities 1.5%
Basic Materials 0.4%