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 201–250 of 456
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEP | PEPSICO INC | 8K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 39K | $1M+ | SH |
| ASML | ASML HOLDING N V | 1K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 3K | $1M+ | SH |
| PJUN | INNOVATOR ETFS TRUST | 25K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 13K | $1M+ | SH |
| NRG | NRG ENERGY INC | 7K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 8K | $1M+ | SH |
| IVVM | BLACKROCK ETF TRUST II | 30K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 15K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 8K | $1M+ | SH |
| IVVB | BLACKROCK ETF TRUST II | 32K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 7K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 18K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 20K | $1M+ | SH |
| IJH | ISHARES TR | 15K | $1M+ | SH |
| BX | BLACKSTONE INC | 6K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 11K | $500K+ | SH |
| VTIP | VANGUARD SHRT INF PROT SEC INDEX ETF | 19K | $500K+ | SH |
| OCTW | AIM ETF PRODUCTS TRUST | 24K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $500K+ | SH |
| ABCB | AMERIS BANCORP | 12K | $500K+ | SH |
| DSI | ISHARES TR | 7K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 5K | $500K+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 23K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| ETHA | ISHARES ETHEREUM TR | 39K | $500K+ | SH |
| MA | MASTERCARD INC CLASS CLASS A | 2K | $500K+ | SH |
| VBK | VANGUARD SMALL CAP GROWTH ETF | 3K | $500K+ | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 5K | $500K+ | SH |
| T | AT&T INC | 34K | $500K+ | SH |
| EFG | ISHARES MSCI EAFE GROWTHETF | 7K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 7K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| IWR | ISHARES TR | 8K | $500K+ | SH |
| NOBL | PROSHARES TR | 8K | $500K+ | SH |
| DXIV | DIMENSIONAL ETF TRUST | 12K | $500K+ | SH |
| SPIB | ST SRT SPDR PRTFL INTDT TRM C ETF IV | 23K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PART LP | 24K | $500K+ | SH |
| RBRK | RUBRIK INC CLASS CLASS A | 10K | $500K+ | SH |
| NUE | NUCOR CORP | 5K | $500K+ | SH |
| PJUL | INNOVATOR ETFS TRUST | 16K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| LNG | CHENIERE ENERGY INC | 4K | $500K+ | SH |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 4K | $500K+ | SH |
| VHT | VANGUARD HEALTH CARE ETF | 3K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 19K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 8K | $500K+ | SH |