CIK 1590214
BIP Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
456
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 456
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 519K | $1M+ | SH |
| USFR | WISDOMTREE TR | 5.3M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 252K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 344K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 490K | $1M+ | SH |
| TFLO | ISHARES TR | 1.5M | $1M+ | SH |
| EFA | ISHARES TR | 643K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 1.8M | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 404K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 641K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 1.5M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 515K | $1M+ | SH |
| VTEB | VANGUARD MUNI BND TAX EXEMPT ETF | 636K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 361K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 394K | $1M+ | SH |
| AAPL | APPLE INC | 107K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 487K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 629K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 501K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 660K | $1M+ | SH |
| MAXJ | ISHARES TR | 917K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 115K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 224K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 683K | $1M+ | SH |
| ULST | SSGA ACTIVE ETF TR | 567K | $1M+ | SH |
| IWM | ISHARES TR | 93K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 271K | $1M+ | SH |
| DMAX | ISHARES TR | 836K | $1M+ | SH |
| DLS | WISDOMTREE TR | 271K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 44K | $1M+ | SH |
| DOL | WISDOMTREE TR | 311K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 91K | $1M+ | SH |
| SUB | ISHARES TR | 178K | $1M+ | SH |
| QUS | SPDR SERIES TRUST | 109K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 237K | $1M+ | SH |
| IVV | ISHARES TR | 26K | $1M+ | SH |
| EEM | ISHARES TR | 308K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 35K | $1M+ | SH |
| ACWI | ISHARES TR | 118K | $1M+ | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 117K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 491K | $1M+ | SH |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 133K | $1M+ | SH |
| STIP | ISHARES TR | 147K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 509K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 72K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 286K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 471K | $1M+ | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BND ETF | 254K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 16K | $1M+ | SH |
| REET | ISHARES TR | 484K | $1M+ | SH |