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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 9 of 28  ·  560 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FNDE SCHWAB STRATEGIC TR 66,493.0 $2.6M 0.07% NEW $39.68 +5.6%
162 NAPR INNOVATOR ETFS TRUST 43,671.0 $2.6M 0.07% -2K -5.2% $59.20 +1.4%
163 RTX RTX CORPORATION Industrials 13,416.0 $2.5M 0.07% -93.0 -0.7% $189.73 +11.7%
164 JULW AIM ETF PRODUCTS TRUST 62,126.0 $2.5M 0.07% -6K -8.3% $40.82 +1.4%
165 BALT INNOVATOR ETFS TRUST 73,144.0 $2.5M 0.07% NEW $34.27 +1.3%
166 EMXC ISHARES INC 24,206.0 $2.5M 0.07% -95K -79.7% $102.30 -4.0%
167 DON WISDOMTREE TR 43,408.0 $2.5M 0.07% -3K -6.2% $56.52 +2.9%
168 SIXJ AIM ETF PRODUCTS TRUST 66,516.0 $2.4M 0.07% +2K +3.1% $36.48 +1.9%
169 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,964.0 $2.4M 0.07% +191.0 +4.0% $477.56 -12.5%
170 IJUL INNOVATOR ETFS TRUST 65,472.0 $2.4M 0.07% -279K -81.0% $35.97 +2.9%
171 IWF ISHARES TR 18,776.0 $2.3M 0.07% +14K +302.5% $124.17 -1.9%
172 GEV GE VERNOVA INC Utilities 1,982.0 $2.3M 0.07% -202.0 -9.2% $1175.01 -18.9%
173 PLTR PALANTIR TECHNOLOGIES INC Technology 19,836.0 $2.3M 0.07% +5K +34.7% $116.67 +52.1%
174 MU MICRON TECHNOLOGY INC Technology 1,984.0 $2.3M 0.07% +244.0 +14.0% $1154.35 -18.7%
175 DWX SPDR INDEX SHS FDS 49,647.0 $2.3M 0.07% NEW $45.96 +5.1%
176 ABBV ABBVIE INC Healthcare 9,049.0 $2.3M 0.07% +3K +41.3% $251.64 +4.5%
177 ORCL ORACLE CORP Technology 15,348.0 $2.2M 0.06% +3K +21.3% $146.55 +1.6%
178 DFAT DIMENSIONAL ETF TRUST 32,038.0 $2.2M 0.06% +8K +31.4% $69.90 +2.2%
179 ETN EATON CORP PLC Industrials 5,122.0 $2.2M 0.06% +311.0 +6.5% $426.13 -1.6%
180 LRCX LAM RESEARCH CORP Technology 5,010.0 $2.2M 0.06% -202.0 -3.9% $433.37 -27.8%
Page 9 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%