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 351–400 of 456
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPGP | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| FXR | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 538 | $100K–$500K | SH |
| EUDG | WISDOMTREE EURP QLY DIV GRWT ETF | 9K | $100K–$500K | SH |
| EEMS | ISHARES INC | 5K | $100K–$500K | SH |
| VOE | VANGUARD MID CAP VALUE ETF | 2K | $100K–$500K | SH |
| BKH | BLACK HILLS CORP | 5K | $100K–$500K | SH |
| FSSL | FS SPECIALTY LENDING FD | 22K | $100K–$500K | SH |
| MUNI | PIMCO ETF TR | 6K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS IN | 494 | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 721 | $100K–$500K | SH |
| GTO | INVSC TOTAL RETURN BOND ETF | 6K | $100K–$500K | SH |
| NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 2K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| OEF | ISHARES S&P 100 ETF | 864 | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 3K | $100K–$500K | SH |
| PAUG | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| AVNM | AVANTIS ALL INTRNL MKT EQT ETF | 4K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 508 | $100K–$500K | SH |
| SNA | SNAP ON INC | 834 | $100K–$500K | SH |
| TOTL | SSGA ACTIVE ETF TR | 7K | $100K–$500K | SH |
| AGX | ARGAN INC | 915 | $100K–$500K | SH |
| ARCC | ARES CAP CORP EQUITY CLASS EQUITY | 14K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 16K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 18K | $100K–$500K | SH |
| EFX | EQUIFAX INC | 1K | $100K–$500K | SH |
| NKE | NIKE INC CLASS B | 4K | $100K–$500K | SH |
| SCHM | CHARLES SCHWAB US MC ETF | 9K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| CQP | CHENIERE ENERGY PARTN LP | 5K | $100K–$500K | SH |
| FIDU | FIDELITY MSCI INDUSTRIALS INDX ETF | 3K | $100K–$500K | SH |
| WRB | BERKLEY W R CORP | 4K | $100K–$500K | SH |
| CWI | SPDR MSCI ACWI EX-US ETF | 7K | $100K–$500K | SH |
| DKNG | DRAFTKINGS INC NEW | 8K | $100K–$500K | SH |
| USMF | WISDOMTREE TR | 5K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 686 | $100K–$500K | SH |
| FTNT | FORTINET INC | 3K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 1K | $100K–$500K | SH |
| COWZ | PACER FDS TR | 4K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 2K | $100K–$500K | SH |
| RSP | INVSC S P 500 EQUAL WEIGHT ETF | 1K | $100K–$500K | SH |
| XLI | STATE STRT INDSTL SLCT SCTR SPDR ETF | 2K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| IBTL | ISHARES TR | 12K | $100K–$500K | SH |