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 251–300 of 456
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| BTU | PEABODY ENERGY CORP NEW | 23K | $500K+ | SH |
| NEOV | NEOVOLTA INC | 226K | $500K+ | SH |
| EJAN | INNOVATOR ETFS TRUST | 20K | $500K+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 21K | $500K+ | SH |
| SHOP | SHOPIFY INC | 4K | $500K+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 2K | $500K+ | SH |
| DAVA | ENDAVA PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 106K | $500K+ | SH |
| SCHB | SCHWAB US BROAD MARKET ETF | 25K | $500K+ | SH |
| RY | ROYAL BANK OF CANADA F | 4K | $500K+ | SH |
| VO | VANGUARD MID CAP ETF | 2K | $500K+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 7K | $500K+ | SH |
| BOXX | EA SERIES TRUST | 6K | $500K+ | SH |
| CINF | CINCINNATI FINL CORP | 4K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| SMH | VANECK ETF TRUST | 2K | $500K+ | SH |
| SPIP | ST SRT SPDR PORTFOLIO TIPS ET ETF IV | 24K | $500K+ | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 3K | $500K+ | SH |
| COIN | COINBASE GLOBAL INC | 3K | $500K+ | SH |
| DHI | D R HORTON INC | 4K | $500K+ | SH |
| SPSM | ST STRET SPDR PRTFL S&P 600 S C ETF | 13K | $500K+ | SH |
| KJAN | INNOVATOR ETFS TRUST | 14K | $500K+ | SH |
| VFQY | VANGUARD WELLINGTON FD | 4K | $500K+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVRG ETF | 1K | $500K+ | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 4K | $500K+ | SH |
| — | PROBE GOLD INC F | 218K | $500K+ | SH |
| — | BLACKSTONE PRIVATE CREDIT FUND CLASS I | 23K | $500K+ | SH |
| TDVG | T ROWE PRICE ETF INC | 13K | $500K+ | SH |
| J | JACOBS SOLUTIONS INC | 4K | $500K+ | SH |
| ACII | INNOVATOR ETFS TRUST | 22K | $500K+ | SH |
| FTEC | FIDELITY MSCI INFOR TECHINDX ETF | 2K | $500K+ | SH |
| DDFL | INNOVATOR ETFS TRUST | 27K | $500K+ | SH |
| WDAY | WORKDAY INC | 3K | $500K+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 1K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 13K | $500K+ | SH |
| MRK | MERCK & CO. INC. | 5K | $500K+ | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 3K | $500K+ | SH |
| DOV | DOVER CORP | 3K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 6K | $500K+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 4K | $500K+ | SH |
| FELC | FIDELITY COVINGTON TRUST | 14K | $500K+ | SH |
| JANW | AIM ETF PRODUCTS TRUST | 14K | $500K+ | SH |
| SPGM | SPDR INDEX SHS FDS | 7K | $500K+ | SH |
| C | CITIGROUP INC | 5K | $500K+ | SH |
| FDX | FEDEX CORP | 2K | $500K+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 6K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 4K | $500K+ | SH |