Bip Wealth, LLC Incresed Positions in Q2 2025

Bip Wealth, LLC

  • $1.62 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
16K
+ 5.48%
$243.75 - $303.93 $3.91M - $4.87M
308K $93.7B
VUG
Vanguard Growth ETF

ETFs
12.6K
+ 49.96%
$329.49 - $438.4 $4.16M - $5.53M
37.9K $16.6B
SPYG
Spdr Portfolio

ETFs
34.1K
+ 28.94%
$71.83 - $95.32 $2.45M - $3.25M
152K $14.5B
SPSB
Spdr Portfolio Short Term Corp

ETFs
126K
+ 21.78%
$29.82 - $30.19 $3.76M - $3.81M
705K $21.3B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
23.3K
+ 9.82%
$60.34 - $74.89 $1.41M - $1.74M
260K $19.5B
VTV
Vanguard Value ETF

ETFs
6.69K
+ 1.97%
$153.67 - $176.74 $1.03M - $1.18M
346K $61.1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26.5K
+ 45.39%
$58.41 - $72.69 $1.55M - $1.93M
85K $6.18B
VCIT
Vanguard Intermediate Term Cor

ETFs
26.9K
+ 45.16%
$79.56 - $82.92 $2.14M - $2.23M
86.5K $7.18B
MSFT
Microsoft Corp

Technology
975
+ 6.96%
$354.56 - $497.45 $346K - $485K
15K $7.45B
AVGE
American Centy ETF Tr Avantis
23.3K
+ 49.51%
N/A
70.5K $5.46B
NVDA
Nvidia Corp

Technology
870
+ 3.17%
$94.31 - $157.99 $82K - $137K
28.3K $4.48B
ACWI
Ishares Msci Acwi ETF

ETFs
4.69K
+ 6.72%
$103.59 - $128.6 $486K - $604K
74.5K $9.58B
SUB
Ishares Short Term National Mu

ETFs
13K
+ 49.7%
$104.77 - $106.34 $1.36M - $1.38M
39K $4.15B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
15.1K
+ 12.13%
$67.03 - $80.35 $1.01M - $1.21M
140K $11.1B
MUB
Ishares National Muni Bond ETF

ETFs
11.9K
+ 83.09%
$102.31 - $105.8 $1.22M - $1.26M
26.2K $2.74B
AMZN
Amazon Com Inc

Consumer Cyclical
1.27K
+ 6.92%
$167.32 - $223.3 $212K - $284K
19.6K $4.31B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.96K
+ 3.28%
$72.61 - $88.75 $215K - $262K
93.1K $8.27B
AVGO
Broadcom Inc.

Technology
180
+ 2.85%
$146.29 - $275.65 $26.3K - $49.6K
6.5K $1.79B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
10.8K
+ 4.41%
$36.25 - $42.28 $392K - $457K
256K $10.8B
ORCL
Oracle Corp

Technology
385
+ 5.02%
$122.82 - $218.63 $47.3K - $84.2K
8.06K $1.76B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.33K
+ 1.18%
$28.98 - $37.18 $38.5K - $49.3K
114K $4.25B
GE
General Electric CO

Industrials
2.07K
+ 112.07%
$166.81 - $257.39 $345K - $533K
3.92K $1.01B
Dimensional ETF Trust
10.1K
+ 195.84%
N/A
15.2K $824M
DISV
Dimensional ETF Tr Dimensional

ETFs
12.1K
+ 29.98%
$25.93 - $32.91 $313K - $397K
52.4K $1.72B
META
Meta Platforms, Inc.

Communication Services
229
+ 9.93%
$484.66 - $738.09 $111K - $169K
2.54K $1.87B
DFAT
Dimensional ETF Tr U S Target

ETFs
9.7K
+ 178.76%
$44.8 - $53.97 $434K - $523K
15.1K $816M
Dimensional ETF Trust
4.77K
+ 12.39%
N/A
43.2K $2.89B
VBR
Vanguard Small Cap Value ETF

ETFs
1.57K
+ 6.83%
$162.76 - $195.77 $256K - $307K
24.5K $4.79B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
362
+ 6.53%
$456.74 - $568.03 $165K - $206K
5.91K $3.36B
DFAE
Dimensional ETF Tr

ETFs
16.1K
+ 138.75%
$22.87 - $28.95 $367K - $465K
27.7K $800M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.52K
+ 61.33%
$82.96 - $110.1 $292K - $387K
9.25K $1.02B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.59K
+ 3.24%
$50.09 - $51.09 $280K - $285K
178K $9.09B
VB
Vanguard Small Cap ETF

ETFs
174
+ 0.73%
$193.73 - $237.37 $33.7K - $41.3K
24K $5.69B
JPM
Jpmorgan Chase & CO

Financial Services
655
+ 14.06%
$210.28 - $289.91 $138K - $190K
5.32K $1.54B
HD
Home Depot, Inc.

Consumer Cyclical
1.01K
+ 5.42%
$335.24 - $380.78 $339K - $385K
19.7K $7.22B
Dimensional ETF Trust
10.9K
+ 15.6%
N/A
80.6K $2.5B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
15.2K
+ 24.24%
$22.54 - $23.17 $342K - $352K
77.9K $1.79B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
15
+ 0.1%
$25.35 - $64.65 $380 - $970
15.1K $751M
GOOGL
Alphabet Inc.

Communication Services
698
+ 9.57%
$144.7 - $178.6 $101K - $125K
7.99K $1.41B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.24K
+ 2.72%
$102.02 - $103.5 $330K - $335K
122K $12.6B
ITOT
Ishares Core S&P Total U.S. St

ETFs
109
+ 0.7%
$108.12 - $135.04 $11.8K - $14.7K
15.6K $2.11B
WMT
Walmart Inc.

Consumer Defensive
323
+ 1.85%
$81.79 - $99.98 $26.4K - $32.3K
17.8K $1.74B
ET
Energy Transfer LP

Energy
10.6K
+ 44.71%
$15.65 - $18.93 $166K - $201K
34.3K $622M
DFIC
Dimensional ETF Tr Dimensional

ETFs
18
+ 0.04%
$24.94 - $31.15 $449 - $561
51K $1.59B
PANW
Palo Alto Networks Inc

Technology
333
+ 11.89%
$152.44 - $204.64 $50.8K - $68.1K
3.13K $641M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.26K
+ 2.56%
$28.02 - $32.37 $175K - $203K
251K $7.97B
IEFA
Ishares Tr

ETFs
113
+ 0.64%
$67.83 - $84.09 $7.66K - $9.5K
17.8K $1.49B
Kayne Anderson Bdc I Equ
10.1K
+ 50.0%
N/A
30.4K $464M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.43K
+ 3.89%
$77.94 - $79.5 $111K - $114K
38.1K $3.03B
Activity Summary
Buys All Purchases 101 New Holdings 16 Increased Positions 85 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bip Wealth, LLC Portfolio

Follow Bip Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email