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Portfolio (Quarterly) Guide ↗

BIP Wealth, LLC

· CIK 0001590214
13F Portfolio $2.0B AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 310 New
Page 11 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MRK MERCK & CO INC Healthcare 4,574.0 $384K 0.02% NEW $83.93 +38.1%
202 OEF ISHARES S&P 100 ETF 1,144.0 $381K 0.02% NEW $332.84 +11.3%
203 AVLV AVANTIS U S LARGE CAP 5,254.0 $380K 0.02% NEW $72.26 +22.8%
204 XYL XYLEM INC Industrials 2,573.0 $379K 0.02% NEW $147.49 -26.6%
205 IFRA ISHARES US 7,054.0 $373K 0.02% NEW $52.82 +14.5%
206 ARKK ARK ETF TRUST INNOVATION ETF 4,278.0 $369K 0.02% NEW $86.31 -11.2%
207 DFUS DIMENSIONAL US EQUITY 5,060.0 $367K 0.02% NEW $72.44 +11.5%
208 THC TENET HEALTHCARE CORP Healthcare 1,793.0 $364K 0.02% NEW $203.04 -7.7%
209 KLAC KLA CORP Technology 336.0 $362K 0.02% NEW $1078.60 +70.8%
210 MPC MARATHON PETE CORP Energy 1,868.0 $360K 0.02% NEW $192.74 +28.9%
211 COP CONOCOPHILLIPS Energy 3,802.0 $360K 0.02% NEW $94.59 +27.4%
212 AVUV AVANTIS US SMALL CAP 3,568.0 $355K 0.02% NEW $99.52 +19.8%
213 APP APPLOVIN CORP Technology 493.0 $354K 0.02% NEW $718.54 -32.4%
214 USMF WISDOMTREE TR US MULTIFACTOR 6,775.0 $354K 0.02% NEW $52.27 +0.1%
215 TJX TJX COS INC NEW Consumer Cyclical 2,447.0 $354K 0.02% NEW $144.54 +10.1%
216 MU MICRON TECHNOLOGY INC Technology 2,112.0 $353K 0.02% NEW $167.35 +355.4%
217 SCHB SCHWAB US BROAD MARKET 13,664.0 $351K 0.02% NEW $25.71 +11.2%
218 DUK DUKE ENERGY CORP NEW COM NEW Utilities 2,797.0 $346K 0.02% NEW $123.74 +0.7%
219 SCHX SCHWAB US LARGE CAP ETF 12,914.0 $340K 0.02% NEW $26.34 +10.9%
220 SYK STRYKER CORPORATION COM Healthcare 914.0 $338K 0.02% NEW $369.56 -13.0%
Page 11 of 16  ·  310 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 69.4%
Technology 12.0%
Industrials 5.2%
Consumer Cyclical 4.2%
Consumer Defensive 2.1%
Communication Services 2.0%
Healthcare 2.0%
Energy 1.9%
Utilities 0.7%
Real Estate 0.3%