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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 12 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XLF SELECT STR FINANCIAL 6,240.0 $336K 0.02% NEW $53.87 -4.0%
222 XLY SPDR FUND CONSUMER 1,387.0 $332K 0.02% NEW $239.64 -50.5%
223 MO ALTRIA GROUP INC Consumer Defensive 5,016.0 $331K 0.02% NEW $66.06 +11.6%
224 IXUS ISHARES TR CORE MSCI TOTAL 3,997.0 $330K 0.02% NEW $82.58 +15.2%
225 DIS DISNEY WALT CO Communication Services 2,861.0 $328K 0.02% NEW $114.51 -9.5%
226 FORTINET INC 3,884.0 $327K 0.02% NEW $84.08
227 EEMS ISHARES INC EM MKT SM-CP ETF 4,761.0 $323K 0.02% NEW $67.91 +11.5%
228 NKE NIKE INC Consumer Cyclical 4,610.0 $321K 0.02% NEW $69.73 -36.3%
229 MSI MOTOROLA SOLUTIONS INC Technology 701.0 $321K 0.02% NEW $457.29 -12.5%
230 IYW ISHARES US TECHNOLOGY ETF 1,615.0 $316K 0.02% NEW $195.86 +22.6%
231 VOE VANGUARD MID CAP VALUE 1,796.0 $314K 0.01% NEW $174.58 +10.3%
232 UNH UNITEDHEALTH GROUP INC Healthcare 907.0 $313K 0.01% NEW $345.16 +11.0%
233 MLM MARTIN MARIETTA MATLS IN Basic Materials 494.0 $311K 0.01% NEW $629.72 -14.6%
234 AMGN AMGEN INC Healthcare 1,087.0 $307K 0.01% NEW $282.20 +19.6%
235 AVNM AVANTIS ALL INTRNL MKT 4,342.0 $307K 0.01% NEW $70.60 +17.6%
236 PWR QUANTA SVCS INC Industrials 734.0 $304K 0.01% NEW $414.65 +71.2%
237 GTO INVSC TOTAL RETURN BOND 6,400.0 $304K 0.01% NEW $47.51 -2.0%
238 PSX PHILLIPS 66 Energy 2,233.0 $304K 0.01% NEW $136.02 +31.8%
239 FBND FIDELITY TOTAL BOND ETF 6,530.0 $302K 0.01% NEW $46.24 -1.9%
240 EUDG WISDOMTREE EURP QLY DIV 8,551.0 $301K 0.01% NEW $35.21 +9.5%
Page 12 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%