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 151–200 of 456
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 33K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 19K | $1M+ | SH |
| NFLX | NETFLIX INC | 19K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 10K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 8K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 17K | $1M+ | SH |
| IWV | ISHARES TR | 4K | $1M+ | SH |
| CRM | SALESFORCE INC | 6K | $1M+ | SH |
| IVE | ISHARES TR | 8K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| AR | ANTERO RES CORP | 46K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 58K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 6K | $1M+ | SH |
| ETN | EATON CORP PLC | 5K | $1M+ | SH |
| ABBV | ABBVIE INC | 6K | $1M+ | SH |
| CSCO | CISCO SYS INC | 19K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 24K | $1M+ | SH |
| LIN | LINDE PLC | 3K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 7K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 24K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 5K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 20K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 29K | $1M+ | SH |
| NOCT | INNOVATOR ETFS TRUST | 24K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 27K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 4K | $1M+ | SH |
| DXUV | DIMENSIONAL ETF TRUST | 22K | $1M+ | SH |
| NJAN | INNOVATOR ETFS TRUST | 24K | $1M+ | SH |
| IQLT | ISHARES TR | 29K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 3K | $1M+ | SH |
| AJAN | INNOVATOR ETFS TRUST | 46K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| SCHW | CHARLES SCHWAB CORP | 13K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 27K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 6K | $1M+ | SH |
| IEMG | ISHARES INC | 18K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND FCLASS CLASS A | 4K | $1M+ | SH |
| IBTK | ISHARES TR | 59K | $1M+ | SH |
| SNV | SYNOVUS FINL CORP MANDATORY MERGER EFF: 01/02/26 | 23K | $1M+ | SH |
| IJR | ISHARES TR | 10K | $1M+ | SH |
| ARKK | ARK ETF TR | 15K | $1M+ | SH |
| RWO | SPDR INDEX SHS FDS | 25K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 12K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW REIT | 6K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 7K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 24K | $1M+ | SH |