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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 9 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NUE NUCOR CORP Basic Materials 4,620.0 $626K 0.03% NEW $135.44 +67.2%
162 GLD SPDR GOLD SHARES ETF Financial Services 1,749.0 $622K 0.03% NEW $355.47 +17.3%
163 WDAY WORKDAY INC Technology 2,578.0 $621K 0.03% NEW $240.73 -47.4%
164 BTU PEABODY ENERGY CORP NEW Energy 23,197.0 $615K 0.03% NEW $26.52 -8.0%
165 CINF CINCINNATI FINL CORP Financial Services 3,888.0 $615K 0.03% NEW $158.10 +6.5%
166 IWN ISHARES RUSSELL 2000 3,456.0 $611K 0.03% NEW $176.81 +18.7%
167 DFAW DIMENSIONAL ETF TRUST DIM WORLD EQUITY ETF 8,493.0 $610K 0.03% NEW $71.86 +13.8%
168 PEP PEPSICO INC Consumer Defensive 4,340.0 $610K 0.03% NEW $140.45 +6.0%
169 T AT&T INC Communication Services 21,517.0 $608K 0.03% NEW $28.24 -11.7%
170 QQEW FIRST TR NAS 100 EQL 4,254.0 $600K 0.03% NEW $141.10 +5.4%
171 MCD MCDONALDS CORP Consumer Cyclical 1,932.0 $587K 0.03% NEW $303.94 -6.5%
172 DFIV DIMENSIONAL 12,540.0 $578K 0.03% NEW $46.12 +21.0%
173 ET ENERGY TRANSFER L P LP Energy 33,268.0 $571K 0.03% NEW $17.16 +16.6%
174 DIA SPDR DOW JONES Financial Services 1,220.0 $566K 0.03% NEW $463.74 +8.5%
175 JAZZ JAZZ PHARMACEUTICALS PLC COM Healthcare 4,283.0 $564K 0.03% NEW $131.80 +81.6%
176 VXUS VANGUARD TOTAL 7,576.0 $557K 0.03% NEW $73.46 +15.1%
177 SCHE SCHWAB EMERGING MARKETS 16,572.0 $553K 0.03% NEW $33.37 +6.6%
178 IBIT ISHARES BITCOIN ETF Financial Services 8,491.0 $552K 0.03% NEW $65.00 -32.3%
179 AMD ADVANCED MICRO DEVIC Technology 3,398.0 $550K 0.03% NEW $161.80 +177.9%
180 IWD ISHARES RUSSELL 1000 2,695.0 $549K 0.03% NEW $203.61 +15.3%
Page 9 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%