BIP Wealth, LLC
CIK: 0001590214SEC EDGAR →
Portfolio Value
$2.8M
Holdings
456
As of
Q4 2025
New Positions
456
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 5,306,058 | $267.0M | 9423.95% |
| 2 | VANGUARD INDEX FDS | 344,071 | $115.4M | 4071.57% |
| 3 | VANGUARD INDEX FDS | 490,263 | $93.6M | 3304.91% |
| 4 | ISHARES TR | 1,497,557 | $75.6M | 2667.15% |
| 5 | ISHARES TR | 642,637 | $61.7M | 2178.17% |
| 6 | SCHWAB STRATEGIC TR | 1,779,503 | $58.0M | 2048.81% |
| 7 | VANGUARD INTL EQUITY INDEX F | 404,446 | $57.1M | 2013.65% |
| 8 | — PT MULTISTRADA ARA ORDF | 150,000 | $50.0M | 1764.78% |
| 9 | VANGUARD INTL EQUITY INDEX F | 641,374 | $47.2M | 1665.21% |
| 10 | SPDR SERIES TRUST | 1,450,662 | $43.8M | 1546.30% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (456)
$267.0M · 5.3M shares
$115.4M · 344K shares
$93.6M · 490K shares
$75.6M · 1.5M shares
$61.7M · 643K shares
$58.0M · 1.8M shares
$57.1M · 404K shares
PT MULTISTRADA ARA ORDF
$50.0M · 150K shares
$47.2M · 641K shares
$43.8M · 1.5M shares
$32.1M · 515K shares
$32.0M · 636K shares
$30.2M · 361K shares
$29.2M · 394K shares
$29.1M · 107K shares
$27.7M · 487K shares
$27.5M · 629K shares
$27.0M · 501K shares
$26.5M · 660K shares
$25.9M · 917K shares
$24.0M · 115K shares
$23.9M · 224K shares
$23.7M · 683K shares
$23.0M · 567K shares
$22.9M · 93K shares
$22.3M · 271K shares
$22.3M · 836K shares
$21.9M · 271K shares
$21.6M · 44K shares
$20.5M · 311K shares
$20.1M · 91K shares
$19.0M · 178K shares
$18.9M · 109K shares
$17.9M · 237K shares
$16.8M · 308K shares
$16.7M · 35K shares
$16.7M · 118K shares
$16.6M · 117K shares
$16.2M · 491K shares
PANTHEON RESOURCES ORDF
$16.0M · 142K shares
$15.7M · 133K shares
$15.0M · 147K shares
$13.5M · 509K shares
$13.5M · 72K shares
$13.3M · 286K shares
$12.6M · 471K shares
$12.3M · 254K shares
$12.1M · 484K shares
$12.0M · 39K shares
$11.9M · 236K shares
$11.5M · 344K shares
$11.5M · 126K shares
$11.3M · 159K shares
$11.1M · 35K shares
$10.9M · 47K shares
$10.6M · 462K shares
$10.5M · 254K shares
$10.5M · 130K shares
$10.4M · 209K shares
$10.0M · 174K shares
$9.8M · 301K shares
$9.6M · 90K shares
$9.0M · 96K shares
$8.9M · 104K shares
$8.6M · 119K shares
$8.5M · 369K shares
$8.0M · 54K shares
$7.8M · 176K shares
$7.7M · 30K shares
$7.6M · 227K shares
$7.4M · 21K shares
$7.1M · 23K shares
$7.0M · 314K shares
$7.0M · 24K shares
$6.5M · 46K shares
$6.3M · 30K shares
$6.3M · 96K shares
$6.1M · 56K shares
$5.3M · 238K shares
$5.2M · 74K shares
$5.0M · 115K shares
$5.0M · 15K shares
$4.9M · 220K shares
$4.9M · 62K shares
$4.7M · 116K shares
$4.7M · 15K shares
$4.6M · 38K shares
$4.6M · 76K shares
$4.5M · 61K shares
$4.4M · 165K shares
$4.4M · 130K shares
$4.4M · 13K shares
$4.4M · 40K shares
$4.3M · 10K shares
$4.1M · 140K shares
$4.0M · 184K shares
NOVONIX LTD ORDF
$4.0M · 17K shares
$3.9M · 49K shares
$3.8M · 101K shares
$3.7M · 101K shares
$3.5M · 31K shares
$3.5M · 48K shares
$3.4M · 31K shares
$3.3M · 31K shares
$3.3M · 101K shares
$3.3M · 21K shares
$3.3M · 70K shares
$3.2M · 98K shares
$3.2M · 10K shares
$3.1M · 45K shares
$3.1M · 44K shares
$3.1M · 15K shares
$3.1M · 25K shares
$2.9M · 31K shares
$2.9M · 20K shares
$2.8M · 92K shares
$2.8M · 18K shares
$2.7M · 104K shares
$2.7M · 8K shares
$2.7M · 22K shares
$2.7M · 34K shares
$2.6M · 68K shares
$2.6M · 15K shares
$2.5M · 29K shares
$2.5M · 34K shares
$2.5M · 73K shares
$2.5M · 71K shares
$2.5M · 14K shares
$2.5M · 46K shares
$2.5M · 13K shares
$2.4M · 62K shares
$2.4M · 99K shares
$2.4M · 46K shares
$2.3M · 8K shares
$2.3M · 34K shares
$2.2M · 65K shares
$2.2M · 5K shares
$2.2M · 96K shares
$2.2M · 28K shares
$2.0M · 30K shares
$2.0M · 38K shares
$1.9M · 22K shares
$1.9M · 24K shares
$1.9M · 34K shares
$1.9M · 33K shares
$1.8M · 19K shares
$1.8M · 19K shares
$1.8M · 10K shares
$1.7M · 8K shares
$1.7M · 17K shares
$1.7M · 4K shares
$1.7M · 6K shares
$1.7M · 8K shares
$1.6M · 46K shares
$1.6M · 58K shares
$1.5M · 6K shares
$1.5M · 5K shares
$1.5M · 6K shares
$1.5M · 19K shares
$1.5M · 24K shares
$1.4M · 3K shares
$1.4M · 5K shares
$1.4M · 7K shares
$1.4M · 24K shares
$1.4M · 5K shares
$1.4M · 20K shares
$1.4M · 29K shares
$1.4M · 24K shares
$1.4M · 27K shares
$1.3M · 4K shares
$1.3M · 22K shares
$1.3M · 24K shares
$1.3M · 29K shares
$1.3M · 46K shares
$1.3M · 3K shares
$1.3M · 4K shares
$1.3M · 13K shares
$1.2M · 27K shares
$1.2M · 9K shares
$1.2M · 6K shares
$1.2M · 18K shares
$1.2M · 4K shares
$1.2M · 59K shares
$1.2M · 23K shares
$1.2M · 10K shares
$1.1M · 15K shares
$1.1M · 25K shares
$1.1M · 12K shares
$1.1M · 6K shares
$1.1M · 7K shares
$1.1M · 24K shares
$1.1M · 8K shares
$1.1M · 39K shares
$1.1M · 3K shares
$1.1M · 13K shares
$1.1M · 25K shares
$1.1M · 7K shares
$1.1M · 8K shares
$1.1M · 30K shares
$1.1M · 15K shares
$1.1M · 8K shares
$1.0M · 32K shares
$1.0M · 7K shares
$1.0M · 18K shares
$1.0M · 3K shares
$1.0M · 20K shares
$1.0M · 15K shares
$931K · 6K shares
$928K · 19K shares
$928K · 11K shares
$926K · 12K shares
$926K · 24K shares
$910K · 7K shares
$892K · 5K shares
$888K · 23K shares
$881K · 3K shares
$880K · 39K shares
$855K · 3K shares
$850K · 5K shares
$841K · 34K shares
$832K · 7K shares
$811K · 7K shares
$799K · 2K shares
$798K · 8K shares
$781K · 8K shares
$770K · 12K shares
$766K · 23K shares
$765K · 24K shares
$765K · 10K shares
$754K · 5K shares
$749K · 16K shares
$740K · 2K shares
$735K · 4K shares
$728K · 4K shares
$723K · 3K shares
$718K · 2K shares
$717K · 19K shares
$703K · 8K shares
$689K · 23K shares
$689K · 2K shares
$687K · 226K shares
$683K · 21K shares
$683K · 20K shares
$679K · 4K shares
$675K · 3K shares
$670K · 2K shares
$668K · 106K shares
$666K · 25K shares
$659K · 4K shares
$658K · 2K shares
$649K · 7K shares
$638K · 6K shares
$634K · 4K shares
$633K · 1K shares
$627K · 2K shares
$624K · 24K shares
$623K · 3K shares
$620K · 3K shares
$618K · 4K shares
$618K · 13K shares
$597K · 14K shares
$586K · 4K shares
$586K · 1K shares
$585K · 4K shares
$581K · 218K shares
$579K · 23K shares
$575K · 13K shares
$570K · 4K shares
$560K · 22K shares
$559K · 2K shares
$557K · 27K shares
$555K · 3K shares
$550K · 1K shares
$548K · 13K shares
$541K · 5K shares
$539K · 3K shares
$537K · 3K shares
$534K · 6K shares
$531K · 4K shares
$529K · 14K shares
$526K · 14K shares
$526K · 7K shares
$525K · 5K shares
$519K · 2K shares
$513K · 6K shares
$508K · 2K shares
$508K · 2K shares
$507K · 4K shares
$506K · 8K shares
$501K · 19K shares
$498K · 15K shares
$496K · 2K shares
$491K · 8K shares
$489K · 15K shares
$479K · 22K shares
$479K · 29K shares
$468K · 6K shares
$465K · 12K shares
$455K · 2K shares
$441K · 2K shares
$428K · 2K shares
$425K · 15K shares
$425K · 16K shares
$423K · 2K shares
$421K · 4K shares
$417K · 50K shares
$416K · 7K shares
$414K · 6K shares
$409K · 2K shares
$408K · 15K shares
$404K · 9K shares
$401K · 5K shares
$395K · 5K shares
$387K · 9K shares
$384K · 3K shares
$383K · 3K shares
$383K · 2K shares
$380K · 2K shares
$371K · 7K shares
$367K · 5K shares
$366K · 15K shares
$366K · 3K shares
$364K · 4K shares
$363K · 2K shares
$360K · 20K shares
$359K · 3K shares
$356K · 21K shares
$354K · 519K shares
$352K · 14K shares
$348K · 5K shares
$346K · 3K shares
$345K · 3K shares
$343K · 3K shares
$337K · 3K shares
$337K · 4K shares
$333K · 4K shares
$328K · 2K shares
$327K · 3K shares
$322K · 9K shares
$319K · 5K shares
$318K · 2K shares
$316K · 5K shares
$315K · 22K shares
$310K · 6K shares
$306K · 1K shares
$305K · 5K shares
$304K · 721 shares
$303K · 6K shares
$300K · 2K shares
$300K · 2K shares
$296K · 864 shares
$294K · 3K shares
$292K · 7K shares
$289K · 4K shares
$287K · 834 shares
$287K · 7K shares
$286K · 915 shares
$283K · 14K shares
$282K · 16K shares
$277K · 5K shares
$276K · 18K shares
$275K · 1K shares
$272K · 4K shares
$272K · 9K shares
$268K · 1K shares
$267K · 5K shares
$267K · 3K shares
$267K · 4K shares
$265K · 7K shares
$265K · 8K shares
$265K · 5K shares
$262K · 686 shares
$258K · 3K shares
$257K · 1K shares
$255K · 4K shares
$254K · 2K shares
$253K · 1K shares
$249K · 2K shares
$249K · 2K shares
$247K · 1K shares
$246K · 530 shares
$246K · 12K shares
$245K · 728 shares
$243K · 3K shares
$243K · 722 shares
$242K · 8K shares
$239K · 2K shares
$237K · 3K shares
$234K · 1K shares
$233K · 6K shares
$233K · 1K shares
$228K · 2K shares
$227K · 2K shares
$227K · 2K shares
$225K · 3K shares
$225K · 3K shares
$225K · 8K shares
$223K · 3K shares
$223K · 1K shares
$219K · 5K shares
$216K · 2K shares
$215K · 1K shares
$211K · 872 shares
$210K · 2K shares
$209K · 4K shares
ROLLS-ROYCE HOLDIN ORDF
$209K · 14K shares
$209K · 1K shares
$207K · 7K shares
$205K · 903 shares
$205K · 2K shares
$203K · 8K shares
$203K · 15K shares
$202K · 3K shares
$202K · 3K shares
$200K · 2K shares
$158K · 252K shares
$152K · 12K shares
$150K · 10K shares
$140K · 12K shares
$139K · 10K shares
PALADIN ENERGY LTD ORDF
$113K · 18K shares
$99K · 12K shares
$88K · 16K shares
$84K · 30K shares
$29K · 30K shares
$22K · 15K shares
$18K · 26K shares
$12K · 16K shares
$8K · 17K shares
$5K · 8K shares
$4K · 4K shares
$3K · 5K shares
$3K · 3K shares
$2K · 2K shares
$2K · 2K shares
$1K · 2K shares
$1K · 1K shares
$1K · 1K shares
$926 · 2K shares
$872 · 2K shares
$499 · 872 shares
$475 · 542 shares
$407 · 335 shares
$365 · 552 shares
$339 · 649 shares
$324 · 538 shares
$307 · 494 shares
$287 · 508 shares
$235 · 44 shares
$205 · 254 shares
$0 · 10K shares
FIRST CHINA PHARMA XXXREGISTRATION REVOKED BY THE SEC EFF: 06/03/15
$0 · 25K shares
$0 · 10K shares
EUROGAS INC XXXREGISTRATION REVOKED BY THE SEC EFF: 03/30/11
$0 · 200K shares
QUADRANT 4 SYSTEMS
$0 · 45K shares
IBIZ TECHNOLOGY CORP XXXREGISTRATION REVOKED BY THE SEC EFF: 06/19/06
$0 · 25K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 258 | $1.9B | 82.2% |
| Unknown | 43 | $185.6M | 8.0% |
| Technology | 38 | $94.6M | 4.1% |
| Industrials | 30 | $33.4M | 1.4% |
| Consumer Cyclical | 19 | $31.0M | 1.3% |
| Healthcare | 24 | $16.0M | 0.7% |
| Communication Services | 7 | $15.0M | 0.6% |
| Consumer Defensive | 8 | $14.7M | 0.6% |
| Energy | 13 | $14.1M | 0.6% |
| Utilities | 10 | $7.7M | 0.3% |
| Basic Materials | 4 | $2.3M | 0.1% |
| Real Estate | 2 | $1.3M | 0.1% |