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 101–150 of 456
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 49K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 101K | $1M+ | SH |
| IJAN | INNOVATOR ETFS TRUST | 101K | $1M+ | SH |
| ARKQ | ARK ETF TR | 31K | $1M+ | SH |
| NJUL | INNOVATOR ETFS TRUST | 48K | $1M+ | SH |
| QTUM | ETF SER SOLUTIONS | 31K | $1M+ | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 31K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 101K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 5K | $1M+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 21K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 70K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 98K | $1M+ | SH |
| AMGN | AMGEN INC | 10K | $1M+ | SH |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 45K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 44K | $1M+ | SH |
| JNJ | JOHNSON &JOHNSON | 15K | $1M+ | SH |
| NLR | VANECK ETF TRUST | 25K | $1M+ | SH |
| SSB | SOUTHSTATE BK CORP | 31K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 20K | $1M+ | SH |
| IAPR | INNOVATOR ETFS TRUST | 92K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 18K | $1M+ | SH |
| MMAX | ISHARES TR | 104K | $1M+ | SH |
| V | VISA INC | 8K | $1M+ | SH |
| IVW | ISHARES TR | 22K | $1M+ | SH |
| SCZ | ISHARES TR | 34K | $1M+ | SH |
| JULW | AIM ETF PRODUCTS TRUST | 68K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 15K | $1M+ | SH |
| SO | SOUTHERN CO | 29K | $1M+ | SH |
| DFAW | DIMENSIONAL ETF TRUST | 34K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 73K | $1M+ | SH |
| SIXO | AIM ETF PRODUCTS TRUST | 71K | $1M+ | SH |
| RTX | RTX CORPORATION | 14K | $1M+ | SH |
| NAPR | INNOVATOR ETFS TRUST | 46K | $1M+ | SH |
| ORCL | ORACLE CORP | 13K | $1M+ | SH |
| SW | SMURFIT WESTROCK PLC F | 62K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 99K | $1M+ | SH |
| DON | WISDOMTREE TR | 46K | $1M+ | SH |
| GE | GE AEROSPACE | 8K | $1M+ | SH |
| ACWX | ISHARES TR | 34K | $1M+ | SH |
| SIXJ | AIM ETF PRODUCTS TRUST | 65K | $1M+ | SH |
| IWF | ISHARES TR | 5K | $1M+ | SH |
| GOVT | ISHARES TR | 96K | $1M+ | SH |
| GPN | GLOBAL PMTS INC | 28K | $1M+ | SH |
| MCK | MCKESSON CORP | 2K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 30K | $1M+ | SH |
| AIVI | WISDOMTREE TR | 38K | $1M+ | SH |
| IEFA | ISHARES TR | 22K | $1M+ | SH |
| PSI | INVESCO EXCHANGE TRADED FD T | 24K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 34K | $1M+ | SH |