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 301–350 of 456
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 8K | $500K+ | SH |
| RF | REGIONS FINL CORP NEW | 19K | $500K+ | SH |
| CAT | CATERPILLAR INC | 872 | $100K–$500K | SH |
| HIMS | HIMS & HERS HEALTH INC CLASS CLASS A | 15K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 8K | $100K–$500K | SH |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 15K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 29K | $100K–$500K | SH |
| PID | INVSC INTL DVDND ACHVRS ETF | 22K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 542 | $100K–$500K | SH |
| RSPF | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| PAPR | INNOVATOR ETFS TRUST | 12K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 2K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| FNDX | SCHWAB FUNDMNTL US LARGECOM ETF | 16K | $100K–$500K | SH |
| SCHA | SCHWAB US SMALL CAP ETF | 15K | $100K–$500K | SH |
| THC | TENET HEALTHCARE CORP | 2K | $100K–$500K | SH |
| IUSV | ISHARES TR | 4K | $100K–$500K | SH |
| — | CARLYLE TACTICAL PRIVATE CREDIT FUND CLASS I | 50K | $100K–$500K | SH |
| ROL | ROLLINS INC | 7K | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 6K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $100K–$500K | SH |
| SCHX | SCHWAB US LARGE CAP ETF | 15K | $100K–$500K | SH |
| KLAC | KLA CORP | 335 | $100K–$500K | SH |
| POCT | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 5K | $100K–$500K | SH |
| DFUS | DIMENSIONAL US EQUITY MARKET ETF | 5K | $100K–$500K | SH |
| PSEP | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| IAK | ISHARES TR | 3K | $100K–$500K | SH |
| VST | VISTRA CORP | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 2K | $100K–$500K | SH |
| IFRA | ISHARES US INFRASTRUCTURE ETF | 7K | $100K–$500K | SH |
| AVLV | AVANTIS U S LARGE CAP VALUE ETF | 5K | $100K–$500K | SH |
| PFE | PFIZER INC | 15K | $100K–$500K | SH |
| AVUS | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| INTU | INTUIT | 552 | $100K–$500K | SH |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | 4K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| SKYT | SKYWATER TECHNOLOGY INC | 20K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 3K | $100K–$500K | SH |
| BGLD | FIRST TR EXCHANGE-TRADED FD | 21K | $100K–$500K | SH |
| GLIX | LAZARD LISTED INFRASTRUCTURE ETF | 14K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 5K | $100K–$500K | SH |
| XYL | XYLEM INC | 3K | $100K–$500K | SH |
| XLY | STATE STRT CONS DSRY SLTSE SP ETF IV | 3K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 649 | $100K–$500K | SH |
| IXUS | ISHARES TR | 4K | $100K–$500K | SH |