BIP Wealth, LLC
CIK: 1590214SEC EDGAR →
Portfolio Value
$1.3T
Holdings
453
As of
Q1 2026
New Positions
453
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 5,099,716 | $256.7B | 19.06% |
| 2 | ISHARES TR | 1,303,001 | $66.0B | 4.90% |
| 3 | ISHARES TR | 605,879 | $58.8B | 4.37% |
| 4 | SCHWAB STRATEGIC TR | 1,946,533 | $56.7B | 4.21% |
| 5 | VANGUARD INTL EQUITY INDEX F | 596,151 | $44.8B | 3.32% |
| 6 | SPDR SERIES TRUST | 1,478,176 | $44.4B | 3.30% |
| 7 | CAPITAL GROUP DIVIDEND VALUE | 659,184 | $28.0B | 2.08% |
| 8 | CAPITAL GROUP CORE EQUITY ET | 690,410 | $26.5B | 1.97% |
| 9 | ISHARES TR | 900,592 | $25.4B | 1.88% |
| 10 | SPDR SERIES TRUST | 431,762 | $24.4B | 1.81% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 272 | $1.2T | 90.0% |
| Unknown | 26 | $97.1B | 7.2% |
| Consumer Defensive | 8 | $6.9B | 0.5% |
| Energy | 16 | $6.8B | 0.5% |
| Technology | 30 | $4.8B | 0.4% |
| Utilities | 11 | $4.7B | 0.4% |
| Industrials | 33 | $4.5B | 0.3% |
| Consumer Cyclical | 17 | $3.6B | 0.3% |
| Communication Services | 9 | $3.0B | 0.2% |
| Healthcare | 25 | $2.6B | 0.2% |
| Basic Materials | 5 | $499.6M | 0.0% |
| Real Estate | 1 | $1.0M | 0.0% |