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BIP Wealth

Latest statistics and disclosures from BIP Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, USFR, VOO, VTI, VTV, and represent 31.04% of BIP Wealth's stock portfolio.
Added to shares of these 10 stocks: VOO (+$112M), DFAC (+$43M), VEA (+$40M), VTEB (+$36M), BND (+$35M), SCHF (+$34M), DFAX (+$29M), VXF (+$25M), FNDF (+$24M), VUG (+$23M).
Started 128 new stock positions in Trekor Metals, CARR, ICSH, UFOX, VONE, CMI, VRRM, LPL, BRK.A, SPTL.
Reduced shares in these 10 stocks: SCHG (-$23M), VXUS (-$16M), QQEW (-$14M), EMXC (-$11M), VIG (-$11M), CGIC (-$11M), FEX (-$9.3M), STRL (-$8.5M), QTUM, ARKB.
Sold out of its positions in BABA, ARKB, BKH, IVVM, IVVB, BSX, CDLX, COIN, FBTC, BGLD. FXU, Honeywell International, IAK, SLV, SMAX, ETHA, FSSL, TOTL, XLB, TGB, MDT.
BIP Wealth was a net buyer of stock by $836M.
BIP Wealth has $3.5B in assets under management (AUM), dropping by 43.35%.
Central Index Key (CIK): 0001590214

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Positions held by BIP Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BIP Wealth

BIP Wealth holds 560 positions in its portfolio as reported in the June 2026 quarterly 13F filing

BIP Wealth has 560 total positions. Only the first 250 positions are shown.

Sign up to view all of the BIP Wealth June 30, 2026 positions
Download the BIP Wealth June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	10.7	$376M	+2%	503k	746.77	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	7.9	$278M	+8%	5.5M	50.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.3	$188M	+148%	273k	686.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.0	$141M	+13%	381k	370.04	View chart
Vanguard Index Fds Value Etf (VTV)	3.2	$112M	+11%	514k	217.93	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.2	$77M	+16%	1.5M	50.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.0	$70M	+11%	676k	103.88	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.8	$62M	+4%	396k	156.95	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.6	$58M	+15%	687k	83.75	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	1.5	$52M	+17%	1.7M	30.01	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.3	$46M	+1471%	1.0M	44.36	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.2	$43M	-34%	1.3M	33.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$42M	+2698%	586k	71.25	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.1	$39M	+59%	469k	82.65	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$36M	NEW	705k	50.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$35M	+83%	47k	748.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$35M	NEW	480k	73.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$35M	+3782%	1.3M	27.70	View chart
Apple (AAPL)	1.0	$35M	+27%	121k	289.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$34M	+83%	569k	59.69	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.9	$32M	+62%	173k	186.86	View chart
Spdr Series Trust St Str P500val (SPYV)	0.9	$32M	+20%	520k	60.79	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.9	$31M	-4%	632k	49.28	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.9	$31M	+8%	262k	118.99	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$31M	+1586%	837k	36.84	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.9	$30M		678k	44.48	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.8	$29M	-3%	691k	42.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$29M	+12%	96k	300.45	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.8	$28M	+730%	115k	246.21	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$27M	+579%	315k	86.14	View chart
Ssga Active Etf Tr St Str Ul Bd Etf (ULST)	0.8	$27M	+13%	665k	40.42	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.7	$26M	+14%	283k	90.79	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$26M	+150%	239k	106.47	View chart
Ishares Tr Larg Cap Jun Etf (MAXJ)	0.7	$24M	-7%	832k	29.13	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.7	$24M	NEW	458k	52.76	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.7	$23M	+27%	148k	156.97	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	0.6	$23M	+3%	302k	74.36	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.6	$22M	+32%	850k	26.18	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.6	$22M	+2%	265k	83.79	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.6	$22M	+32%	824k	26.52	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$21M	+7%	312k	68.41	View chart
Sterling Construction Company (STRL)	0.6	$21M	-29%	25k	839.37	View chart
Ishares Tr Larg Cap Dec Etf (DMAX)	0.6	$20M	-3%	737k	27.34	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$18M	+15%	179k	102.16	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$18M	+12%	318k	55.01	View chart
NVIDIA Corporation (NVDA)	0.4	$16M	+31%	79k	200.09	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$16M	+6985%	132k	119.52	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.4	$16M		515k	30.17	View chart
Microsoft Corporation (MSFT)	0.4	$15M	+39%	41k	373.02	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.4	$15M	+63%	666k	22.37	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$14M	+11%	521k	27.62	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$13M	NEW	275k	48.43	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.4	$13M	+6%	122k	109.11	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$13M	+37%	123k	107.62	View chart
Amazon (AMZN)	0.4	$13M	+26%	54k	238.34	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$13M	+9%	166k	76.55	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$13M	+16%	248k	50.60	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$12M	+13%	139k	87.88	View chart
Wisdomtree Tr Glob Ex Us Qu Fd (DNL)	0.3	$12M	+6%	259k	46.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$12M		35k	343.91	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$12M	NEW	323k	36.26	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.3	$12M	+7%	117k	99.10	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.3	$11M		95k	119.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$11M	+479%	117k	96.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$11M	+15%	67k	164.27	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.3	$11M	+112%	488k	22.14	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$11M	+68%	44k	242.99	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.3	$11M	+6%	165k	64.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$10M	+18%	34k	303.12	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.3	$9.7M	+61%	117k	82.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$9.5M	-52%	40k	236.62	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$9.1M	-24%	399k	22.89	View chart
Home Depot (HD)	0.3	$9.0M	+30%	25k	352.67	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$8.9M	+1377%	303k	29.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$8.9M	+28%	25k	357.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.3	$8.9M	+3%	309k	28.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$8.8M	+14%	18k	500.38	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$8.7M	-8%	172k	50.49	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$8.6M		212k	40.68	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$8.6M	+15%	171k	50.39	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$8.5M	+1140%	274k	31.10	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.2	$8.4M	-52%	60k	139.87	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$8.4M	+38%	53k	158.03	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.2	$8.4M	+33%	103k	81.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$8.1M	+1205%	34k	242.43	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$8.1M	NEW	147k	55.18	View chart
Ishares Tr Larg Cap Mar Etf (MMAX)	0.2	$7.8M	-3%	288k	27.05	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.2	$7.8M	+28%	197k	39.54	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$7.8M	+97%	86k	89.85	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.2	$7.1M	+44%	184k	38.79	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.2	$7.1M	+13%	95k	74.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$6.3M	+52%	18k	353.32	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$6.2M	NEW	256k	24.14	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$6.2M	+33%	154k	40.13	View chart
Coca-Cola Company (KO)	0.2	$6.1M	+3%	75k	81.27	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.2	$6.1M	-32%	268k	22.65	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$6.1M	+138%	80k	76.11	View chart
AFLAC Incorporated (AFL)	0.2	$6.0M	+32%	52k	117.25	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$6.0M	+1996%	79k	75.79	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.2	$6.0M	+64%	289k	20.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$5.8M	+1799%	27k	219.43	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$5.8M	+32%	145k	40.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$5.7M	+2072%	73k	77.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$5.4M	+24%	69k	79.03	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.2	$5.4M	+56%	49k	109.52	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$5.4M	+340%	8.2k	655.87	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$5.2M	-4%	137k	38.08	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$5.1M	-2%	108k	47.71	View chart
Exxon Mobil Corporation (XOM)	0.1	$5.1M	+18%	38k	136.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$5.1M	+7%	7.0k	736.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.0M	-76%	59k	85.49	View chart
JPMorgan Chase & Co. (JPM)	0.1	$4.9M	+15%	15k	327.33	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$4.9M	+67%	84k	58.20	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.1	$4.9M	NEW	73k	67.31	View chart
Tesla Motors (TSLA)	0.1	$4.8M	+60%	12k	420.62	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.8M	+249%	58k	82.84	View chart
Broadcom (AVGO)	0.1	$4.8M	+30%	13k	377.74	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$4.8M	+8%	25k	191.75	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$4.7M	+7%	107k	43.76	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$4.7M	+396%	79k	58.98	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$4.7M	+14%	35k	132.22	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.1	$4.7M	+2%	25k	187.82	View chart
Meta Platforms Cl A (META)	0.1	$4.6M	+16%	8.2k	563.32	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	0.1	$4.6M	+81%	129k	35.87	View chart
Tortoise Capital Series Trus Ai Infra Etf (TCAI)	0.1	$4.5M	+447%	81k	55.92	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$4.5M	+32%	121k	37.26	View chart
Advanced Micro Devices (AMD)	0.1	$4.5M	-2%	7.7k	580.93	View chart
Wal-Mart Stores (WMT)	0.1	$4.5M	+3%	40k	113.26	View chart
Eli Lilly & Co. (LLY)	0.1	$4.3M	+17%	3.6k	1199.59	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$4.2M	+2%	49k	85.66	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$4.1M	+230%	75k	54.02	View chart
Johnson & Johnson (JNJ)	0.1	$4.0M	+38%	16k	253.98	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$4.0M	NEW	88k	45.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$3.9M	+399%	9.6k	409.51	View chart
Tcw Etf Trust Trans Syste Etf (PWRD)	0.1	$3.8M	NEW	31k	122.96	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$3.8M	NEW	64k	58.92	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$3.8M	+180%	46k	81.94	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$3.7M	+1660%	37k	100.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$3.7M	+48%	27k	137.53	View chart
Procter & Gamble Company (PG)	0.1	$3.6M	+25%	25k	146.64	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$3.5M	NEW	152k	23.13	View chart
Palo Alto Networks (PANW)	0.1	$3.5M	+10%	10k	341.02	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$3.4M	+19%	103k	33.21	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.4M	+340%	118k	28.96	View chart
Costco Wholesale Corporation (COST)	0.1	$3.4M	+28%	3.6k	935.42	View chart
Amgen (AMGN)	0.1	$3.4M	+6%	9.4k	362.11	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$3.4M	+4%	65k	51.78	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$3.3M	-9%	42k	77.43	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.1	$3.3M	+1296%	43k	75.64	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$3.3M	-80%	20k	159.60	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.1	$3.2M	+1228%	70k	45.77	View chart
Chevron Corporation (CVX)	0.1	$3.2M	+44%	19k	165.76	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$3.2M	NEW	119k	26.50	View chart
Southstate Bk Corp (SSB)	0.1	$3.1M		32k	99.90	View chart
Southern Company (SO)	0.1	$3.1M	+26%	32k	95.71	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$3.0M	+44%	37k	82.34	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.9M	+16%	36k	82.27	View chart
Ge Aerospace Com New (GE)	0.1	$2.9M	+14%	7.8k	373.72	View chart
Cisco Systems (CSCO)	0.1	$2.9M	+53%	25k	117.46	View chart
Smurfit Westrock SHS (SW)	0.1	$2.9M		62k	46.26	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.1	$2.6M	NEW	67k	39.68	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$2.6M		44k	59.20	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.5M	+3%	13k	189.73	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.1	$2.5M	-5%	62k	40.82	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$2.5M	NEW	73k	34.27	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$2.5M	-80%	24k	102.30	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.5M	+10%	43k	56.52	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.1	$2.4M	-2%	67k	36.48	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$2.4M	+73%	5.0k	477.56	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$2.4M	-32%	66k	35.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.3M	+337%	19k	124.17	View chart
Ge Vernova (GEV)	0.1	$2.3M	+2%	2.0k	1175.01	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.3M	+37%	20k	116.67	View chart
Micron Technology (MU)	0.1	$2.3M	+52%	2.0k	1154.35	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	0.1	$2.3M	NEW	50k	45.96	View chart
Abbvie (ABBV)	0.1	$2.3M	+94%	9.0k	251.64	View chart
Oracle Corporation (ORCL)	0.1	$2.2M	+50%	15k	146.55	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$2.2M	+21%	32k	69.90	View chart
Eaton Corp SHS (ETN)	0.1	$2.2M	+6%	5.1k	426.13	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.2M	+14%	5.0k	433.37	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$2.2M	+12%	1.1k	1989.75	View chart
Visa Com Cl A (V)	0.1	$2.2M	+5%	6.3k	343.12	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$2.1M	+28%	92k	22.78	View chart
Bank of America Corporation (BAC)	0.1	$2.1M	+13%	36k	56.98	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.0M	+222%	57k	36.13	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.1	$1.9M	+14%	29k	66.50	View chart
Wisdomtree Tr Interntnl Ai Enh (AIVI)	0.1	$1.9M	+8%	34k	56.30	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.9M		4.4k	426.37	View chart
Marriott Intl Cl A (MAR)	0.1	$1.9M	+6%	5.0k	370.59	View chart
United Parcel Svcs CL B (UPS)	0.1	$1.8M		17k	107.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.8M	+2%	57k	31.71	View chart
Enterprise Products Partners (EPD)	0.1	$1.8M	+83%	49k	36.76	View chart
McKesson Corporation (MCK)	0.0	$1.7M	+2%	2.3k	755.46	View chart
Linde SHS (LIN)	0.0	$1.7M	+7%	3.4k	518.96	View chart
Philip Morris International (PM)	0.0	$1.7M	+29%	9.6k	180.90	View chart
Global Payments (GPN)	0.0	$1.7M	+111%	24k	72.56	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.0	$1.7M	+798%	65k	26.39	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.7M	-23%	2.3k	763.02	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.0	$1.7M	NEW	50k	34.56	View chart
Delta Air Lines Com New (DAL)	0.0	$1.7M	+3%	18k	93.66	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$1.7M	NEW	14k	121.42	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$1.7M	+57%	48k	35.03	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$1.7M	-7%	18k	93.92	View chart
Caterpillar (CAT)	0.0	$1.7M	+62%	1.6k	1064.98	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.6M	+44%	7.2k	227.06	View chart
Antero Res (AR)	0.0	$1.6M		47k	35.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$1.6M	+17%	11k	148.31	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$1.6M	-3%	5.9k	273.62	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$1.6M	+12%	8.4k	190.52	View chart
Emerson Electric (EMR)	0.0	$1.5M	+33%	11k	143.16	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$1.5M	+8%	30k	49.55	View chart
Goldman Sachs (GS)	0.0	$1.5M	-15%	1.5k	1011.13	View chart
Netflix (NFLX)	0.0	$1.5M	+54%	21k	71.40	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.0	$1.5M	NEW	48k	30.46	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$1.4M	-5%	23k	62.52	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$1.4M	+2%	25k	59.02	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$1.4M	+16%	8.1k	176.64	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$1.4M	NEW	4.9k	283.77	View chart
Lazard Active Etf Tr Liste Infra Etf (GLIX)	0.0	$1.4M	+38%	50k	27.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$1.4M	+446%	14k	98.98	View chart
PNC Financial Services (PNC)	0.0	$1.4M	-2%	5.6k	246.22	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$1.4M	NEW	52k	26.23	View chart
Pinnacle Finl Partners (PNFP)	0.0	$1.4M	+19%	14k	100.88	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$1.4M	+105%	8.7k	156.30	View chart
Nextera Energy (NEE)	0.0	$1.3M	+19%	15k	87.77	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$1.3M	-5%	25k	53.19	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.0	$1.3M	+80%	30k	41.73	View chart
Applied Materials (AMAT)	0.0	$1.3M	+24%	1.7k	723.00	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$1.3M	-64%	58k	21.65	View chart
Truist Financial Corp equities (TFC)	0.0	$1.3M	-3%	25k	49.82	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.0	$1.2M	NEW	31k	40.01	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.2M		13k	92.27	View chart
Marvell Technology (MRVL)	0.0	$1.2M	+20%	4.1k	297.88	View chart
Kla Corp Com New (KLAC)	0.0	$1.2M	NEW	4.1k	301.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$1.2M	+17%	5.7k	212.77	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$1.2M	NEW	33k	36.06	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$1.2M	+24%	5.3k	221.21	View chart
Agnico (AEM)	0.0	$1.2M	NEW	7.5k	155.13	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.0	$1.1M	NEW	31k	36.53	View chart
International Business Machines (IBM)	0.0	$1.1M	+17%	4.0k	281.23	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$1.1M	+18%	17k	67.56	View chart
Ishares Msci Agr Pro Etf (VEGI)	0.0	$1.1M	NEW	25k	44.11	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$1.1M	-2%	7.2k	152.18	View chart
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)	0.0	$1.1M	+22%	16k	70.00	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.0	$1.1M	+3%	22k	49.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.1M	+3%	14k	77.11	View chart
Constellation Energy (CEG)	0.0	$1.1M	+28%	4.3k	248.37	View chart
Ishares Tr Us Med Dvc Etf (IHI)	0.0	$1.1M	+23%	22k	49.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$1.1M		24k	43.23	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$1.0M	+80%	2.9k	365.74	View chart

Past Filings by BIP Wealth

SEC 13F filings are viewable for BIP Wealth going back to 2023

BIP Wealth 2026 Q2 filed Aug. 3, 2026
BIP Wealth 2026 Q1 filed April 27, 2026
BIP Wealth 2025 Q4 filed Jan. 21, 2026
BIP Wealth 2025 Q3 filed Oct. 30, 2025
BIP Wealth 2025 Q2 filed July 31, 2025
BIP Wealth 2025 Q1 filed May 2, 2025
BIP Wealth 2024 Q4 filed Feb. 14, 2025
BIP Wealth 2024 Q3 filed Nov. 7, 2024
BIP Wealth 2024 Q2 filed Aug. 8, 2024
BIP Wealth 2024 Q1 filed May 8, 2024
BIP Wealth 2023 Q4 filed Feb. 2, 2024
BIP Wealth 2023 Q3 filed Nov. 9, 2023
BIP Wealth 2023 Q2 filed July 27, 2023
BIP Wealth 2023 Q1 filed May 10, 2023

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