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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 3 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EEM ISHARES TR 312,073.0 $21.3M 0.61% +4K +1.4% $68.41 -1.7%
42 STRL STERLING INFRASTRUCTURE INC Industrials 24,481.0 $20.5M 0.58% -15K -37.3% $839.37 -41.9%
43 ISHARES TR 736,972.0 $20.1M 0.57% -99K -11.8% $27.34
44 STIP ISHARES TR 178,686.0 $18.3M 0.52% +32K +21.9% $102.16 -1.2%
45 DFUV DIMENSIONAL ETF TRUST 317,908.0 $17.5M 0.50% +32K +11.1% $55.01 +4.5%
46 NVDA NVIDIA CORPORATION Technology 79,116.0 $15.8M 0.45% +7K +9.7% $200.09 +5.5%
47 VGT VANGUARD WORLD FD 132,219.0 $15.8M 0.45% +116K +718.7% $119.52 -1.5%
48 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 515,018.0 $15.5M 0.44% +24K +4.8% $30.17 +15.4%
49 MSFT MICROSOFT CORP Technology 41,085.0 $15.3M 0.43% +7K +18.8% $373.02 +32.7%
50 ISHARES TR 666,092.0 $14.9M 0.42% +352K +112.3% $22.37
51 REET ISHARES TR 520,857.0 $14.4M 0.41% +37K +7.7% $27.62 +2.2%
52 BNDX VANGUARD CHARLOTTE FDS 274,807.0 $13.3M 0.38% +21K +8.4% $48.43 -1.2%
53 SLYV SPDR SERIES TRUST 121,966.0 $13.3M 0.38% -4K -3.5% $109.11 +0.7%
54 MUB ISHARES TR 123,417.0 $13.3M 0.38% +34K +37.8% $107.62 -2.0%
55 AMZN AMAZON COM INC Consumer Cyclical 53,933.0 $12.9M 0.36% +7K +14.4% $238.34 +9.5%
56 EFV ISHARES TR 166,410.0 $12.7M 0.36% +8K +5.0% $76.55 +7.6%
57 IAGG ISHARES TR 247,549.0 $12.5M 0.35% +39K +18.5% $50.60 -1.4%
58 SPYM SPDR SERIES TRUST 139,300.0 $12.2M 0.35% +9K +6.8% $87.88 +2.6%
59 DNL WISDOMTREE TR 258,717.0 $11.9M 0.34% +4K +1.7% $46.18 +1.3%
60 VV VANGUARD INDEX FDS 34,602.0 $11.9M 0.34% -772.0 -2.2% $343.91 +2.6%
Page 3 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%