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 401–450 of 456
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DE | DEERE & CO | 530 | $100K–$500K | SH |
| COR | CENCORA INC CLASS SERIES A | 728 | $100K–$500K | SH |
| FNCL | FIDELITY MSCI FINANCIALSINDX ETF | 3K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 722 | $100K–$500K | SH |
| TJUL | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| IJK | ISHARES S&P MID CAP 400 GRWTH ETF | 2K | $100K–$500K | SH |
| SHY | ISHARES 1-3 YEAR TREASRYBOND ETF | 3K | $100K–$500K | SH |
| BKNG | BOOKING HLDGS INC | 44 | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 1K | $100K–$500K | SH |
| GAPR | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP NEW | 1K | $100K–$500K | SH |
| MOAT | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| IGV | ISHARES EXPANDED TECH STW SCTR ETF | 2K | $100K–$500K | SH |
| MBB | ISHARES MBS ETF | 2K | $100K–$500K | SH |
| — | TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 3K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW TRADES WITH DUE BILLS | 8K | $100K–$500K | SH |
| GMED | GLOBUS MED INC | 3K | $100K–$500K | SH |
| AOA | ISHARES TR | 3K | $100K–$500K | SH |
| VAW | VANGUARD MATERIALS ETF | 1K | $100K–$500K | SH |
| DJUN | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW CLASS CLASS A | 2K | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 872 | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 2K | $100K–$500K | SH |
| — | ROLLS-ROYCE HOLDIN ORDF | 14K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| MRSH | MARSH &MCLENNAN COS INC | 1K | $100K–$500K | SH |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| MINT | PIMCO ENHANCED SHRT MATURTY ACTV ETF | 2K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 254 | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC F | 903 | $100K–$500K | SH |
| EFC | ELLINGTON FINL INC REIT | 15K | $100K–$500K | SH |
| THRV | THRIVE SERIES TRUST | 8K | $100K–$500K | SH |
| FHLC | FIDELITY MSCI HEALTH CARE INDX ETF | 3K | $100K–$500K | SH |
| PXF | INVESCO RAFI DEVELOP MA EX US ETF | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 2K | $100K–$500K | SH |
| F | FORD MTR CO DEL | 12K | $100K–$500K | SH |
| GPK | GRAPHIC PACKAGING HLDG CO | 10K | $100K–$500K | SH |
| SAN | BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 12K | $100K–$500K | SH |
| AI | C3 AI INC CLASS CLASS A | 10K | $100K–$500K | SH |
| — | PALADIN ENERGY LTD ORDF | 18K | $100K–$500K | SH |
| — | ARES REAL ESTATE INCOME TRUST CLASS E | 12K | $50K–$100K | SH |
| TGB | TASEKO MINES LTD F | 16K | $50K–$100K | SH |
| WIT | WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 30K | $50K–$100K | SH |
| — | PT MULTISTRADA ARA ORDF | 150K | $50K–$100K | SH |
| — | FEDERATED GOVERNMENT OBLIGATIONS FD T | 30K | $15K–$50K | SH |
| CGEN | COMPUGEN LIMITED F | 15K | $15K–$50K | SH |
| — | PANTHEON RESOURCES ORDF | 142K | $15K–$50K | SH |
| — | HIGHLANDS REIT INC | 24K | $1K–$15K | SH |
| — | NOVONIX LTD ORDF | 17K | $1K–$15K | SH |