BIP Wealth, LLC
CIK: 1590214SEC EDGAR →
Portfolio Value
$1.9T
Holdings
560
As of
Q3 2026
New Positions
30
Closed Positions
41
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 5,638,832 | $284.1B | 14.91% |
| 2 | ISHARES TR | 1,202,286 | $60.9B | 3.20% |
| 3 | SPDR SERIES TRUST | 1,965,972 | $58.2B | 3.05% |
| 4 | VANGUARD INTL EQUITY INDEX F | 698,970 | $58.0B | 3.04% |
| 5 | DIMENSIONAL ETF TRUST | 1,082,592 | $48.1B | 2.53% |
| 6 | SCHWAB STRATEGIC TR | 1,298,010 | $46.6B | 2.45% |
| 7 | VANGUARD TAX-MANAGED FDS | 600,584 | $42.4B | 2.23% |
| 8 | VANGUARD SCOTTSDALE FDS | 485,758 | $38.0B | 2.00% |
| 9 | VANGUARD INTL EQUITY INDEX F | 586,400 | $34.8B | 1.83% |
| 10 | VANGUARD BD INDEX FDS | 494,667 | $34.7B | 1.82% |
Quarterly Changes
Top Buys
New Positions (42)
DFA INVT DIMENSIONS GROUP IN
$11.0B · 133K shares
DFA INVT DIMENSIONS GROUP IN
$8.2B · 219K shares
$6.5B · 252K shares
$6.1B · 114K shares
$5.2B · 338K shares
$2.2B · 45K shares
DFA INVT DIMENSIONS GROUP IN
$2.0B · 30K shares
$2.0B · 71K shares
DFA INVT DIMENSIONS GROUP IN
$2.0B · 47K shares
$1.9B · 20K shares
$1.5B · 52K shares
$1.2B · 44K shares
$1.2B · 43K shares
$791.9M · 9K shares
$743.2M · 8K shares
VANGUARD WORLD FD
$663.1M · 9K shares
ONEOK INC NEW
$558.4M · 7K shares
$557.8M · 6K shares
$545.4M · 19K shares
$542.9M · 12K shares
$472.6M · 11K shares
$430.6M · 19K shares
QUMULUSAI INC
$385.2M · 59K shares
$336.6M · 6K shares
DFA INVT DIMENSIONS GROUP IN
$319.6M · 6K shares
$289.4M · 4K shares
$283.9M · 6K shares
$276.3M · 5K shares
DFA INVT DIMENSIONS GROUP IN
$260.4M · 5K shares
$224.7M · 11K shares
$215.8M · 3K shares
$204.2M · 3K shares
EXXONMOBIL HOLDINGS CORP
$6.0M · 37K shares
$3.6M · 11K shares
$775K · 7K shares
$521K · 5K shares
$296K · 550 shares
$255K · 751 shares
CEREBRAS SYSTEMS INC
$221K · 1K shares
$206K · 1K shares
$203K · 960 shares
$202K · 2K shares
Closed Positions (42)
$9.1B · 399K shares
$8.4B · 103K shares
$7.1B · 184K shares
$1.9B · 29K shares
$1.3B · 30K shares
$923.8M · 31K shares
ARK 21SHARES BITCOIN ETF
$911.2M · 47K shares
$821.8M · 37K shares
$626.2M · 18K shares
$523.4M · 6K shares
$413.4M · 5K shares
$347.8M · 4K shares
$315.1M · 16K shares
$310.4M · 5K shares
$277.2M · 16K shares
$254.3M · 6K shares
$247.3M · 19K shares
$240.4M · 6K shares
$229.5M · 54K shares
$228.1M · 4K shares
$215.8M · 9K shares
$215.3M · 3K shares
$213.8M · 5K shares
$170.3M · 24K shares
$158.0M · 21K shares
$151.4M · 14K shares
$96.2M · 10K shares
$56.8M · 15K shares
$35.3M · 16K shares
$5.1M · 38K shares
$309K · 3K shares
$303K · 3K shares
$303K · 72K shares
$270K · 1K shares
$246K · 1K shares
$245K · 436 shares
$240K · 490 shares
$221K · 1K shares
$217K · 68 shares
$216K · 679 shares
$215K · 752 shares
$210K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 340 | $1.7T | 90.5% |
| Unknown | 45 | $143.1B | 7.5% |
| Consumer Defensive | 9 | $8.0B | 0.4% |
| Energy | 18 | $7.4B | 0.4% |
| Industrials | 31 | $4.2B | 0.2% |
| Consumer Cyclical | 17 | $4.2B | 0.2% |
| Technology | 49 | $3.9B | 0.2% |
| Utilities | 7 | $3.7B | 0.2% |
| Healthcare | 26 | $3.3B | 0.2% |
| Communication Services | 7 | $2.7B | 0.1% |
| Basic Materials | 7 | $394.6M | 0.0% |
| Real Estate | 4 | $232.6M | 0.0% |