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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 9 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AR ANTERO RES CORP Energy 46,483.0 $1.6M 0.06% $34.46 +7.5%
162 SCHD SCHWAB STRATEGIC TR 57,936.0 $1.6M 0.06% NEW $27.43 +17.6%
163 MGC VANGUARD WORLD FD 6,149.0 $1.5M 0.06% NEW $251.15 +8.8%
164 ETN EATON CORP PLC Industrials 4,811.0 $1.5M 0.05% NEW $318.51 +19.8%
165 ABBV ABBVIE INC Healthcare 6,406.0 $1.5M 0.05% +2K +55.3% $228.50 -6.1%
166 CSCO CISCO SYS INC Technology 18,984.0 $1.5M 0.05% +9K +92.2% $77.03 +53.4%
167 DFAT DIMENSIONAL ETF TRUST 24,387.0 $1.5M 0.05% +3K +12.7% $59.54 +11.7%
168 LIN LINDE PLC Basic Materials 3,403.0 $1.5M 0.05% NEW $426.38 +20.7%
169 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 4,773.0 $1.5M 0.05% +1K +38.4% $303.87 +32.2%
170 HON HONEYWELL INTL INC Industrials 7,426.0 $1.4M 0.05% +6K +450.9% $195.08 +14.7%
171 VGSH VANGUARD SCOTTSDALE FDS 24,402.0 $1.4M 0.05% NEW $58.73 -0.9%
172 GEV GE VERNOVA INC Utilities 2,184.0 $1.4M 0.05% +1K +105.3% $653.58 +59.7%
173 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,573.0 $1.4M 0.05% +2K +66.7% $310.24 +19.4%
174 BLK BLACKROCK INC Financial Services 1,325.0 $1.4M 0.05% +906.0 +216.2% $1070.41 -0.6%
175 DAL DELTA AIR LINES INC DEL Industrials 20,386.0 $1.4M 0.05% +16K +357.1% $69.40 +9.0%
176 TFC TRUIST FINL CORP Financial Services 28,595.0 $1.4M 0.05% +6K +28.9% $49.21 -2.5%
177 NOCT INNOVATOR ETFS TRUST 23,879.0 $1.4M 0.05% NEW $57.92 +6.6%
178 IBIT ISHARES BITCOIN TRUST ETF Financial Services 27,207.0 $1.4M 0.05% +19K +220.4% $49.65 -11.4%
179 CEG CONSTELLATION ENERGY CORP Utilities 3,812.0 $1.3M 0.05% +3K +381.9% $353.27 -19.1%
180 DXUV DIMENSIONAL ETF TRUST 22,304.0 $1.3M 0.05% +3K +12.9% $59.78 +8.9%
Page 9 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%