BIP Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1590214
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$3.5B
Holdings
560
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BIP Wealth, LLC disclosed 560 positions worth $3.5B in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 10.7% of the equity portfolio, followed by $WT. During the quarter the fund opened 124 new positions and exited 18. The portfolio is most concentrated in Other (77.1% of disclosed assets). All figures are sourced directly from BIP Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1590214.
AI Fund Analysis
Diversifying
$SPY10.7% weight
Held 10 quarters
$WT7.9% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
5.3% weight
Held 10 quarters
VANGUARD INDEX FDS - TOTAL
4.0% weight
Held 10 quarters
VANGUARD INDEX FDS - VALUE
3.2% weight
Held 10 quarters
VANGUARD INDEX FDS - GROWT
9 quarters accumulating
AMERICAN CENTY ETF TR - AV
9 quarters accumulating
SPDR SERIES TRUST - ST SHO
8 quarters accumulating
SPDR SERIES TRUST - ST STR
8 quarters accumulating
SSGA ACTIVE ETF TR - ST ST
8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$375.9M503,321 sh - 59.9#903
Quality
$278.0M5,521,691 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$187.5M273,046 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$140.8M380,548 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$111.9M513,451 shISHARES TR - TRS FLT RT BD
—Quality
$77.0M1,521,470 shISHARES TR - MSCI EAFE ETF
—Quality
$70.2M675,556 sh- 58.1
Quality
$62.1M395,865 sh VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$57.5M687,071 shSPDR SERIES TRUST - ST SHOR CORP ETF
—Quality
$52.3M1,742,998 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $375.9M | 503,321 |
| WisdomTree, Inc.$WT | 59.9#903 | $278.0M | 5,521,691 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $187.5M | 273,046 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $140.8M | 380,548 |
| VANGUARD INDEX FDS - VALUE ETF | — | $111.9M | 513,451 |
| ISHARES TR - TRS FLT RT BD | — | $77.0M | 1,521,470 |
| ISHARES TR - MSCI EAFE ETF | — | $70.2M | 675,556 |
 DOVER Corp$DOV | 58.1 | $62.1M | 395,865 |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $57.5M | 687,071 |
| SPDR SERIES TRUST - ST SHOR CORP ETF | — | $52.3M | 1,742,998 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BIP Wealth, LLC's 560 positions.
Showing top 10 of 560 holdings.
Sector Allocation
Other
$2.7B
Financials
$428.6M
Technology
$143.6M
Industrials
$116.9M
Consumer Discretionary
$35.6M
Healthcare
$23.9M
Energy
$19.1M
Consumer Staples
$15.7M
Top Holdings — BIP Wealth, LLC (Q2 2026)
Top 150 of 560 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $375.9M | 10.7% | +2% | — |
| 2 | $WT | WisdomTree, Inc. | $278.0M | 7.9% | +8% | 59.9 |
| 3 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $187.5M | 5.3% | +149% | — |
| 4 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $140.8M | 4.0% | +14% | — |
| 5 | — | VANGUARD INDEX FDS - VALUE ETF | $111.9M | 3.2% | +11% | — |
| 6 | — | ISHARES TR - TRS FLT RT BD | $77.0M | 2.2% | +17% | — |
| 7 | — | ISHARES TR - MSCI EAFE ETF | $70.2M | 2.0% | +12% | — |
| 8 | $DOV | DOVER Corp | $62.1M | 1.8% | +4% | 58.1 |
| 9 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $57.5M | 1.6% | +15% | — |
| 10 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $52.3M | 1.5% | +18% | — |
| 11 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $45.6M | 1.3% | +1472% | — |
| 12 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $43.2M | 1.2% | -34% | — |
| 13 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $41.8M | 1.2% | +2698% | — |
| 14 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $38.8M | 1.1% | +59% | — |
| 15 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $35.6M | 1.0% | NEW | — |
| 16 | — | ISHARES TR - CORE S&P500 ETF | $35.3M | 1.0% | +84% | — |
| 17 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $35.2M | 1.0% | NEW | — |
| 18 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $35.0M | 1.0% | +3783% | — |
| 19 |  $AAPL | Apple Inc. | $35.0M | 1.0% | +28% | 76.4 |
| 20 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $33.9M | 1.0% | +83% | — |
| 21 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | $32.3M | 0.9% | +63% | — |
| 22 | — | SPDR SERIES TRUST - ST STR P500VAL | $31.6M | 0.9% | +21% | — |
| 23 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $31.1M | 0.9% | -4% | — |
| 24 | — | SPDR SERIES TRUST - ST STR P500GRW | $31.1M | 0.9% | +8% | — |
| 25 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $30.8M | 0.9% | +1587% | — |
| 26 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $30.1M | 0.9% | -2% | — |
| 27 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $29.3M | 0.8% | -3% | — |
| 28 | — | ISHARES TR - RUSSELL 2000 ETF | $28.8M | 0.8% | +12% | — |
| 29 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $28.3M | 0.8% | +730% | — |
| 30 | — | VANGUARD INDEX FDS - GROWTH ETF | $27.1M | 0.8% | +579% | — |
| 31 | — | SSGA ACTIVE ETF TR - ST STR UL BD ETF | $26.9M | 0.8% | +13% | — |
| 32 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $25.7M | 0.7% | +14% | — |
| 33 | — | ISHARES TR - SHRT NAT MUN ETF | $25.5M | 0.7% | +150% | — |
| 34 | — | ISHARES TR - LARG CAP JUN ETF | $24.2M | 0.7% | -8% | — |
| 35 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $24.2M | 0.7% | NEW | — |
| 36 | — | ISHARES TR - MSCI ACWI ETF | $23.3M | 0.7% | +28% | — |
| 37 | $WT | WisdomTree, Inc. | $22.5M | 0.6% | +3% | 59.9 |
| 38 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $22.3M | 0.6% | +32% | — |
| 39 | $WT | WisdomTree, Inc. | $22.2M | 0.6% | +2% | 59.9 |
| 40 | — | PIMCO ETF TR - MULTISECTOR BD | $21.9M | 0.6% | +33% | — |
| 41 | — | ISHARES TR - MSCI EMG MKT ETF | $21.3M | 0.6% | +8% | — |
| 42 |  $STRL | STERLING INFRASTRUCTURE, INC. | $20.5M | 0.6% | -29% | 70.6 |
| 43 | — | ISHARES TR - LARG CAP DEC ETF | $20.1M | 0.6% | -3% | — |
| 44 | — | ISHARES TR - 0-5 YR TIPS ETF | $18.3M | 0.5% | +16% | — |
| 45 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $17.5M | 0.5% | +13% | — |
| 46 |  $NVDA | NVIDIA CORP | $15.8M | 0.5% | +32% | 85.9 |
| 47 | — | VANGUARD WORLD FD - INF TECH ETF | $15.8M | 0.5% | +6986% | — |
| 48 |  $PHYS | Sprott Physical Gold Trust | $15.5M | 0.4% | +2% | — |
| 49 |  $MSFT | MICROSOFT CORP | $15.3M | 0.4% | +40% | 79.8 |
| 50 | — | ISHARES TR - IBONDS 27 TRM TS | $14.9M | 0.4% | +63% | — |
| 51 | — | ISHARES TR - GLOBAL REIT ETF | $14.4M | 0.4% | +11% | — |
| 52 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $13.3M | 0.4% | NEW | — |
| 53 | — | SPDR SERIES TRUST - ST STR SP600SM C | $13.3M | 0.4% | +6% | — |
| 54 | — | ISHARES TR - NATIONAL MUN ETF | $13.3M | 0.4% | +38% | — |
| 55 |  $AMZN | AMAZON COM INC | $12.9M | 0.4% | +27% | 68.7 |
| 56 | — | ISHARES TR - EAFE VALUE ETF | $12.7M | 0.4% | +10% | — |
| 57 | — | ISHARES TR - CORE INTL AGGR | $12.5M | 0.4% | +17% | — |
| 58 | — | SPDR SERIES TRUST - ST STR P500ETF | $12.2M | 0.3% | +14% | — |
| 59 | — | WISDOMTREE TR - GLOB EX US QU FD | $11.9M | 0.3% | +7% | — |
| 60 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $11.9M | 0.3% | +2% | — |
| 61 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $11.7M | 0.3% | NEW | — |
| 62 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | $11.6M | 0.3% | +8% | — |
| 63 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $11.3M | 0.3% | +1% | — |
| 64 | — | ISHARES TR - CORE MSCI EAFE | $11.3M | 0.3% | +479% | — |
| 65 | — | ISHARES TR - CORE S&P TTL STK | $11.0M | 0.3% | +16% | — |
| 66 | — | ISHARES TR - IBONDS 28 TRM TS | $10.8M | 0.3% | +112% | — |
| 67 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $10.8M | 0.3% | +68% | — |
| 68 | $WT | WisdomTree, Inc. | $10.7M | 0.3% | +7% | 59.9 |
| 69 | — | VANGUARD INDEX FDS - SMALL CP ETF | $10.2M | 0.3% | +18% | — |
| 70 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | $9.7M | 0.3% | +62% | — |
| 71 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $9.5M | 0.3% | -53% | — |
| 72 | — | ISHARES TR - IBONDS 26 TRM TS | $9.1M | 0.3% | -25% | — |
| 73 |  $HD | HOME DEPOT, INC. | $9.0M | 0.3% | +31% | 60.3 |
| 74 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $8.9M | 0.3% | +1377% | — |
| 75 |  $GOOG | Alphabet Inc. | $8.9M | 0.3% | +28% | 78.2 |
| 76 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST INTER EQ | $8.9M | 0.3% | +3% | — |
| 77 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.8M | 0.3% | +14% | 73.8 |
| 78 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $8.7M | 0.3% | -8% | — |
| 79 | $WT | WisdomTree, Inc. | $8.6M | 0.3% | -1% | 59.9 |
| 80 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $8.6M | 0.2% | +15% | — |
| 81 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $8.5M | 0.2% | +1140% | — |
| 82 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $8.4M | 0.2% | -52% | — |
| 83 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $8.4M | 0.2% | +39% | — |
| 84 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | $8.4M | 0.2% | +34% | — |
| 85 | — | ISHARES TR - RUS 1000 VAL ETF | $8.1M | 0.2% | +1205% | — |
| 86 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | $8.1M | 0.2% | NEW | — |
| 87 | — | ISHARES TR - LARG CAP MAR ETF | $7.8M | 0.2% | -3% | — |
| 88 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $7.8M | 0.2% | +28% | — |
| 89 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $7.8M | 0.2% | +97% | — |
| 90 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $7.1M | 0.2% | +45% | — |
| 91 | — | SPDR INDEX SHS FDS - ST MARKE CAP ETF | $7.1M | 0.2% | +14% | — |
| 92 |  $GOOGL | Alphabet Inc. | $6.3M | 0.2% | +52% | 78.2 |
| 93 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $6.2M | 0.2% | NEW | — |
| 94 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $6.2M | 0.2% | +33% | — |
| 95 |  $KO | COCA COLA CO | $6.1M | 0.2% | +4% | 69.5 |
| 96 | — | ISHARES TR - IBON 2026 TE ETF | $6.1M | 0.2% | -33% | — |
| 97 | — | ISHARES TR - MSCI ACWI EX US | $6.1M | 0.2% | +139% | — |
| 98 |  $AFL | AFLAC INC | $6.0M | 0.2% | +33% | 61.3 |
| 99 | — | ISHARES TR - CORE DIV GRWTH | $6.0M | 0.2% | +1997% | — |
| 100 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $6.0M | 0.2% | +64% | — |
| 101 | — | ISHARES TR - MSCI USA QLT FCT | $5.8M | 0.2% | +1800% | — |
| 102 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $5.8M | 0.2% | +33% | — |
| 103 |  $META | Meta Platforms, Inc. | $5.7M | 0.2% | +2073% | 79.6 |
| 104 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $5.4M | 0.1% | +24% | — |
| 105 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | $5.4M | 0.1% | +56% | — |
| 106 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $5.4M | 0.1% | +341% | — |
| 107 | — | INNOVATOR ETFS TRUST - INTRNL DEV JAN | $5.2M | 0.1% | -4% | — |
| 108 | — | SPDR SERIES TRUST - ST STR SP500DIV | $5.1M | 0.1% | -3% | — |
| 109 |  $XOM.R34088 | EXXON MOBIL CORP | $5.1M | 0.1% | +18% | 57.9 |
| 110 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.1M | 0.1% | +8% | — |
| 111 | — | VANGUARD STAR FDS - VG TL INTL STK F | $5.0M | 0.1% | -76% | — |
| 112 |  $JPM | JPMORGAN CHASE & CO | $4.9M | 0.1% | +16% | 70.7 |
| 113 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $4.9M | 0.1% | +68% | — |
| 114 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | $4.9M | 0.1% | NEW | — |
| 115 |  $TSLA | Tesla, Inc. | $4.8M | 0.1% | +60% | 53.9 |
| 116 | — | ISHARES INC - CORE MSCI EMKT | $4.8M | 0.1% | +250% | — |
| 117 |  $AVGO | Broadcom Inc. | $4.8M | 0.1% | +31% | 84.5 |
| 118 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $4.8M | 0.1% | +9% | — |
| 119 | — | SPDR INDEX SHS FDS - ST INTL CAP ETF | $4.7M | 0.1% | +8% | — |
| 120 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $4.7M | 0.1% | +397% | — |
| 121 | — | ARK ETF TR - AUTNMUS TECHNLGY | $4.7M | 0.1% | +14% | — |
| 122 |  $IVZ | Invesco Ltd. | $4.7M | 0.1% | +3% | — |
| 123 | $META | Meta Platforms, Inc. | $4.6M | 0.1% | +16% | 79.6 |
| 124 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $4.6M | 0.1% | +82% | — |
| 125 | — | TORTOISE CAPITAL SERIES TRUS - AI INFRA ETF | $4.5M | 0.1% | +447% | — |
| 126 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $4.5M | 0.1% | +33% | — |
| 127 |  $AMD | ADVANCED MICRO DEVICES INC | $4.5M | 0.1% | -3% | 79.8 |
| 128 |  $WMT | Walmart Inc. | $4.5M | 0.1% | +3% | 60.2 |
| 129 |  $LLY | ELI LILLY & Co | $4.3M | 0.1% | +17% | 87.5 |
| 130 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF | $4.2M | 0.1% | +2% | — |
| 131 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $4.1M | 0.1% | +231% | — |
| 132 |  $JNJ | JOHNSON & JOHNSON | $4.0M | 0.1% | +38% | 69 |
| 133 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $4.0M | 0.1% | NEW | — |
| 134 | — | ISHARES TR - RUS 1000 ETF | $3.9M | 0.1% | +400% | — |
| 135 | — | TCW ETF TRUST - TRANS SYSTE ETF | $3.8M | 0.1% | NEW | — |
| 136 | — | GLOBAL X FDS - US INFR DEV ETF | $3.8M | 0.1% | NEW | — |
| 137 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $3.8M | 0.1% | +181% | — |
| 138 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $3.7M | 0.1% | +1660% | — |
| 139 | — | ISHARES TR - S&P 500 GRWT ETF | $3.7M | 0.1% | +49% | — |
| 140 |  $PG | PROCTER & GAMBLE Co | $3.6M | 0.1% | +26% | 64.6 |
| 141 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $3.5M | 0.1% | NEW | — |
| 142 |  $PANW | Palo Alto Networks Inc | $3.5M | 0.1% | +11% | 65.5 |
| 143 | — | INNOVATOR ETFS TRUST - INTRNL DEV APRL | $3.4M | 0.1% | +19% | — |
| 144 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.4M | 0.1% | +340% | — |
| 145 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.4M | 0.1% | +29% | 66.2 |
| 146 |  $AMGN | AMGEN INC | $3.4M | 0.1% | +6% | 79.2 |
| 147 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $3.4M | 0.1% | +5% | — |
| 148 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BUF | $3.3M | 0.1% | -9% | — |
| 149 | $IVZ | Invesco Ltd. | $3.3M | 0.1% | +1297% | — |
| 150 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | $3.3M | 0.1% | -81% | — |
New Positions (124)
VANGUARD MUN BD FDS - TAX EXEMPT BD$35.6M
VANGUARD BD INDEX FDS - TOTAL BND MRKT$35.2M
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL$24.2M
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF$13.3M
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF$11.7M
VANGUARD SCOTTSDALE FDS - LONG TERM TREAS$8.1M
SCHWAB STRATEGIC TR - SHT TM US TRES$6.2M
SPDR INDEX SHS FDS - ST STR NAT ETF$4.9M
SELECT SECTOR SPDR TR - ST STR UTIL ETF$4.0M
TCW ETF TRUST - TRANS SYSTE ETF$3.8M
GLOBAL X FDS - US INFR DEV ETF$3.8M
SCHWAB STRATEGIC TR - US AGGREGATE B$3.5M
SCHWAB STRATEGIC TR - US TIPS ETF$3.2M
SCHWAB STRATEGIC TR - FUND EM EQUI ETF$2.6M
INNOVATOR ETFS TRUST - DEFINED WLT SHLD$2.5M
Exited Positions (18)
ISHARES TR
BLACKROCK ETF TRUST II
BLACKROCK ETF TRUST II
$ETHA iShares Ethereum Trust ETF
$BABA Alibaba Group Holding Ltd
$MDT Medtronic plc
$COIN Coinbase Global, Inc. FIRST TR EXCHANGE-TRADED FD
ISHARES TR
$BSX BOSTON SCIENTIFIC CORP
$BKH BLACK HILLS CORP /SD/ SELECT SECTOR SPDR TR
$FBTC Fidelity Wise Origin Bitcoin Fund
$FSSL FS Specialty Lending Fund FIRST TR EXCHANGE-TRADED FD
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