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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 8 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHZ SCHWAB STRATEGIC TR 152,354.0 $3.5M 0.10% NEW $23.13 -1.1%
142 PANW PALO ALTO NETWORKS INC Technology 10,240.0 $3.5M 0.10% +655.0 +6.8% $341.02 -0.5%
143 IAPR INNOVATOR ETFS TRUST 103,443.0 $3.4M 0.10% +12K +12.9% $33.21 +3.0%
144 SCHB SCHWAB STRATEGIC TR 118,200.0 $3.4M 0.10% +93K +364.8% $28.96 +2.2%
145 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,644.0 $3.4M 0.10% +310.0 +9.3% $935.42 +2.2%
146 AMGN AMGEN INC Healthcare 9,380.0 $3.4M 0.10% -492.0 -5.0% $362.11 +21.6%
147 SPEM SPDR INDEX SHS FDS 65,270.0 $3.4M 0.10% -4K -6.2% $51.78 +1.7%
148 NJUL INNOVATOR ETFS TRUST 42,133.0 $3.3M 0.09% -6K -12.5% $77.43 -1.0%
149 PXF INVESCO EXCH TRADED FD TR II 43,077.0 $3.3M 0.09% +40K +1296.8% $75.64 +5.2%
150 QQEW FIRST TR EXCHANGE-TRADED FD 20,385.0 $3.3M 0.09% -96K -82.5% $159.60 +2.8%
151 MISL FIRST TR EXCHANGE-TRADED FD 70,412.0 $3.2M 0.09% NEW $45.77 -1.9%
152 CVX CHEVRON CORPORATION Energy 19,161.0 $3.2M 0.09% +746.0 +4.0% $165.76 +20.8%
153 SCHP SCHWAB STRATEGIC TR 118,940.0 $3.2M 0.09% NEW $26.50 -1.7%
154 SOUTHSTATE BK CORP 31,455.0 $3.1M 0.09% +843.0 +2.8% $99.90
155 SO SOUTHERN CO Utilities 31,963.0 $3.1M 0.09% +3K +10.4% $95.71 -6.2%
156 DFAS DIMENSIONAL ETF TRUST 36,766.0 $3.0M 0.09% +22K +143.1% $82.34 +0.5%
157 SCZ ISHARES TR 35,635.0 $2.9M 0.08% +1K +4.1% $82.27 +5.9%
158 GE GE AEROSPACE Industrials 7,756.0 $2.9M 0.08% +161.0 +2.1% $373.72 -5.2%
159 CSCO CISCO SYS INC Technology 24,560.0 $2.9M 0.08% +6K +29.4% $117.46 -4.3%
160 SMURFIT WESTROCK PLC 62,038.0 $2.9M 0.08% -341.0 -0.6% $46.26
Page 8 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%