BIP Wealth, LLC Q3 2026 Filing
Filed October 22, 2026
Portfolio Value
$1.9T
Holdings
560
Report Date
Q3 2026
Filing Type
13F-HR
All Holdings (560 positions)
| Stock | Value |
|---|---|
SIXJAIM ETF PRODUCTS TRUST | $2.8B |
DFISDIMENSIONAL ETF TRUST | $2.7B |
SWSMURFIT WESTROCK PLC | $2.7B |
DFATDIMENSIONAL ETF TRUST | $2.6B |
NAPRINNOVATOR ETFS TRUST | $2.6B |
JULWAIM ETF PRODUCTS TRUST | $2.5B |
SOSOUTHERN CO | $2.5B |
EMXCISHARES INC | $2.4B |
SCHDSCHWAB STRATEGIC TR | $2.4B |
DWXSPDR INDEX SHS FDS | $2.3B |
DONWISDOMTREE TR | $2.2B |
HYDVANECK ETF TRUST | $2.2B |
BACBANK OF AMER CORP | $2.0B |
—DFA INVT DIMENSIONS GROUP IN | $2.0B |
IBMSISHARES TR | $2.0B |
HDVISHARES TR | $2.0B |
—DFA INVT DIMENSIONS GROUP IN | $2.0B |
VTESVANGUARD WELLINGTON FD | $1.9B |
VNQVANGUARD INDEX FDS | $1.9B |
SCHASCHWAB STRATEGIC TR | $1.9B |
GPNGLOBAL PMTS INC | $1.9B |
AIVIWISDOMTREE TR | $1.8B |
IQDFFLEXSHARES TR | $1.7B |
GLIXLAZARD ACTIVE ETF TR | $1.7B |
EPDENTERPRISE PRODS PARTNERS L | $1.6B |
FTCSFIRST TR EXCHANGE-TRADED FD | $1.6B |
FNDBSCHWAB STRATEGIC TR | $1.6B |
UPSUNITED PARCEL SVCS INC | $1.6B |
ARANTERO RESOURCES CORP | $1.6B |
DALDELTA AIR LINES INC | $1.5B |
NFLXNETFLIX INC. | $1.5B |
IQLTISHARES TR | $1.5B |
CPSLCALAMOS ETF TR | $1.5B |
NJANINNOVATOR ETFS TRUST | $1.5B |
DIHPDIMENSIONAL ETF TRUST | $1.5B |
IBHFISHARES TR | $1.4B |
DEHPDIMENSIONAL ETF TRUST | $1.4B |
NOCTINNOVATOR ETFS TRUST | $1.4B |
EJANINNOVATOR ETFS TRUST | $1.3B |
SCHWCHARLES SCHWAB CORP (THE) | $1.3B |
DDTOINNOVATOR ETFS TRUST | $1.3B |
IAUMISHARES GOLD TRUST MICRO | $1.3B |
DXIVDIMENSIONAL ETF TRUST | $1.3B |
PNFPPINNACLE FINL PARTNERS INC | $1.3B |
AGGISHARES TR | $1.3B |
SPTLSPDR SERIES TRUST | $1.2B |
SCHKSCHWAB STRATEGIC TR | $1.2B |
ARKBARK 21SHARES BITCOIN ETF | $1.2B |
BUFRFIRST TR EXCHNG TRADED FD VI | $1.2B |
DDTOINNOVATOR ETFS TRUST | $1.2B |
AKREPROFESIONALLY MANAGED PORTFO | $1.2B |
NEENEXTERA ENERGY INC | $1.2B |
TFCTRUIST FINL CORP | $1.2B |
VEGIISHARES INC | $1.1B |
IJHISHARES TR | $1.1B |
ARKKARK ETF TR | $1.0B |
IHIISHARES TR | $1.0B |
PJUNINNOVATOR ETFS TRUST | $1.0B |
THRVTHRIVE SERIES TRUST | $1.0B |
ISHGISHARES TR | $1.0B |
ICSHISHARES TR | $998.0M |
RWOSPDR INDEX SHS FDS | $977.2M |
UBERUBER TECHNOLOGIES INC | $962.4M |
FVDFIRST TR EXCHANGE-TRADED FD | $958.1M |
AQLTISHARES TR | $954.3M |
ETENERGY TRANSFER L P | $952.9M |
IBITISHARES BITCOIN TRUST ETF | $941.8M |
KMIKINDER MORGAN INC DEL | $921.5M |
NOBLPROSHARES TR | $917.3M |
OCTWAIM ETF PRODUCTS TRUST | $910.1M |
SPMDSPDR SERIES TRUST | $909.3M |
UBSIUNITED BANKSHARES INC WEST V | $902.6M |
WFCWELLS FARGO & CO | $901.5M |
TAT&T INC | $891.4M |
SIVRABRDN SILVER ETF TRUST | $862.7M |
VTIPVANGUARD MALVERN FDS | $824.2M |
AVGVAMERICAN CENTY ETF TR | $791.9M |
PXHINVESCO EXCH TRADED FD TR II | $783.1M |
VOVANGUARD INDEX FDS | $767.0M |
SPSMSPDR SERIES TRUST | $752.3M |
AVEMAMERICAN CENTY ETF TR | $743.2M |
MOALTRIA GROUP INC | $739.1M |
BUFYFIRST TR EXCHNG TRADED FD VI | $717.3M |
PFEPFIZER INC | $699.2M |
IFEBINNOVATOR ETFS TRUST | $697.9M |
IBTKISHARES TR | $693.4M |
ABCBAMERIS BANCORP | $681.3M |
SPGMSPDR INDEX SHS FDS | $676.2M |
PJULINNOVATOR ETFS TRUST | $669.9M |
—VANGUARD WORLD FD | $663.1M |
SPIBSPDR SERIES TRUST | $646.1M |
RFREGIONS FINANCIAL CORP NEW | $618.9M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $616.5M |
TDVGT ROWE PRICE EXCHANGE-TRADED | $610.5M |
URAGLOBAL X FDS | $573.6M |
AVLVAMERICAN CENTY ETF TR | $570.3M |
SPIPSPDR SERIES TRUST | $568.5M |
KJANINNOVATOR ETFS TRUST | $567.1M |
JGROJ P MORGAN EXCHANGE TRADED F | $564.1M |
—ONEOK INC NEW | $558.4M |