Bip Wealth, LLC Portfolio Holdings

Bip Wealth, LLC

$2.72 Billion
Q3 2025

Bip Wealth, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.72 Billion distributed in 426 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $983M, Spdr S&P 500 ETF Trust with a value of $342M, Vanguard Total Stock Market Et with a value of $107M, Vanguard Index Fds S&P 500 ETF with a value of $94.7M, and Ishares Treasury Floating Rate with a value of $75.9M.

Examining the 13F form we can see an decrease of $1.62T in the current position value, from $1.62T to 2.72B.

Bip Wealth, LLC is based out at Atlanta, GA

Below you can find more details about Bip Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.72 Billion

ETFs: $2.53 Billion

Technology: $58 Million

Industrials: $32.7 Million

Financial Services: $25.7 Million

Consumer Cyclical: $22.3 Million

Consumer Defensive: $11.9 Million

Communication Services: $10.8 Million

Healthcare: $9.94 Million

Other: $15.2 Million

Stock Holdings Table Companies Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$4.35T	$19.6 Million 0.72% of portfolio	76,793	Q3 2025 Added 24.63%
STRL Sterling Construction CO Inc Industrials	$11.5B	$16.7 Million 0.62% of portfolio	49,301	Q3 2025 Added 8.67%
NVDA Nvidia Corp Technology	$505B	$11.2 Million 0.41% of portfolio	60,214	Q3 2025 Added 112.43%
MSFT Microsoft Corp Technology	$3.86T	$10.6 Million 0.39% of portfolio	20,387	Q3 2025 Added 36.13%
HD Home Depot, Inc. Consumer Cyclical	$389B	$8.22 Million 0.3% of portfolio	20,294	Q3 2025 Added 3.13%
AMZN Amazon Com Inc Consumer Cyclical	$2.49T	$6.01 Million 0.22% of portfolio	27,353	Q3 2025 Added 39.34%
VRRM Verra Mobility Corp Industrials	$3.56B	$5.43 Million 0.2% of portfolio	219,821	Q3 2025 Added 0.03%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$4.89 Million 0.18% of portfolio	9,723	Q3 2025 Added 23.91%
TSLA Tesla, Inc. Consumer Cyclical	$1.44T	$4.1 Million 0.15% of portfolio	9,211	Q3 2025 Added 102.66%
PHYS Sprott Physical Gold Trust Financial Services	$0	$3.34 Million 0.12% of portfolio	112,905	Q3 2025 Added 8.7%
AVGO Broadcom Inc. Technology	$150B	$3.21 Million 0.12% of portfolio	9,719	Q3 2025 Added 49.64%
GOOGL Alphabet Inc. Communication Services	$1.68T	$3 Million 0.11% of portfolio	12,345	Q3 2025 Added 54.52%
META Meta Platforms, Inc. Communication Services	$1.46T	$2.78 Million 0.1% of portfolio	3,785	Q3 2025 Added 49.31%
KO Coca Cola CO Consumer Defensive	$298B	$2.72 Million 0.1% of portfolio	41,046	Q3 2025 Added 4.58%
ORCL Oracle Corp Technology	$708B	$2.42 Million 0.09% of portfolio	8,603	Q3 2025 Added 6.74%
XOM Exxon Mobil Corp Energy	$477B	$2.42 Million 0.09% of portfolio	21,463	Q3 2025 Added 9.21%
GPN Global Payments Inc Industrials	$21.6B	$2.5 Million 0.09% of portfolio	30,103	Q3 2025 Added 151.59%
WMT Walmart Inc. Consumer Defensive	$275B	$2.18 Million 0.08% of portfolio	21,169	Q3 2025 Added 19.17%
MCK Mckesson Corp Healthcare	$117B	$2.06 Million 0.08% of portfolio	2,661	Q3 2025 Added 1.56%
GOOG Alphabet Inc. Communication Services	$1.72T	$2.3 Million 0.08% of portfolio	9,429	Q3 2025 Added 57.91%
JPM Jpmorgan Chase & CO Financial Services	$913B	$2.3 Million 0.08% of portfolio	7,290	Q3 2025 Added 37.16%
JNJ Johnson & Johnson Healthcare	$494B	$2.05 Million 0.08% of portfolio	11,073	Q3 2025 Added 55.41%
SO Southern CO Utilities	$102B	$1.83 Million 0.07% of portfolio	19,337	Q3 2025 Added 75.63%
COST Costco Wholesale Corp Consumer Defensive	$403B	$1.6 Million 0.06% of portfolio	1,728	Q3 2025 Added 28.67%
AR Antero Resources Corp Energy	$9.28B	$1.56 Million 0.06% of portfolio	46,483	Q2 2025 Reduced 0.56%
V Visa Inc. Financial Services	$557B	$1.54 Million 0.06% of portfolio	4,504	Q3 2025 Added 62.72%
AFL Aflac Inc Financial Services	$67.7B	$1.39 Million 0.05% of portfolio	12,430	Q3 2025 Added 367.82%
CVX Chevron Corp Energy	$309B	$1.33 Million 0.05% of portfolio	8,575	Q3 2025 Added 13.88%
GE General Electric CO Industrials	$338B	$1.39 Million 0.05% of portfolio	4,618	Q3 2025 Added 17.9%
PLTR Palantir Technologies Inc. Technology	$394B	$1.42 Million 0.05% of portfolio	7,792	Q3 2025 Added 364.92%
PG Procter & Gamble CO Consumer Defensive	$356B	$1.37 Million 0.05% of portfolio	8,885	Q3 2025 Added 26.8%
PM Philip Morris International Inc. Consumer Defensive	$224B	$1.2 Million 0.04% of portfolio	7,408	Q3 2025 Added 32.86%
NFLX Netflix Inc Communication Services	$498B	$1.14 Million 0.04% of portfolio	954	Q3 2025 Added 127.68%
RTX Raytheon Technologies Corp Industrials	$262B	$1.21 Million 0.04% of portfolio	7,217	Q3 2025 Added 13.76%
NEOV Neo Volta Inc. Industrials	$144M	$1.01 Million 0.04% of portfolio	226,225	Q1 2025 Added 3.25%
DAVA Endava PLC Technology	$519M	$962,000 0.04% of portfolio	105,775	Q3 2025 Reduced 1.49%
AMT American Tower Corp Real Estate	$83.3B	$1.2 Million 0.04% of portfolio	6,243	Q3 2025 Added 28.83%
ABCB Ameris Bancorp Financial Services	$4.97B	$1.09 Million 0.04% of portfolio	14,858	Q2 2025 Reduced 0.5%
TFC Truist Financial Corp Financial Services	$59.2B	$1.01 Million 0.04% of portfolio	22,183	Q3 2025 Added 10.69%
SCHW Schwab Charles Corp Financial Services	$172B	$1.2 Million 0.04% of portfolio	12,605	Q3 2025 Added 3.89%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.56T	$962,000 0.04% of portfolio	3,448	Q3 2025 Added 243.43%
SNV Synovus Financial Corp Financial Services	$6.49B	$1.16 Million 0.04% of portfolio	23,604	Q3 2025 Added 8.49%
LLY Eli Lilly & CO Healthcare	$820B	$1.07 Million 0.04% of portfolio	1,405	Q3 2025 Added 58.76%
ABBV Abb Vie Inc. Healthcare	$386B	$955,000 0.04% of portfolio	4,126	Q3 2025 Added 60.23%
BAC Bank Of America Corp Financial Services	$429B	$1.21 Million 0.04% of portfolio	23,452	Q3 2025 Added 13.92%
WFC Wells Fargo & Company Financial Services	$330B	$1.01 Million 0.04% of portfolio	12,021	Q3 2025 Added 236.72%
LNG Cheniere Energy, Inc. Energy	$53B	$852,000 0.03% of portfolio	3,629	Q3 2025 Added 3.83%
PANW Palo Alto Networks Inc Technology	$65.9B	$686,000 0.03% of portfolio	3,371	Q3 2025 Added 7.6%
DHI Horton D R Inc Consumer Cyclical	$51.8B	$720,000 0.03% of portfolio	4,251	Q3 2025 New
UL Unilever PLC Consumer Defensive	$153B	$787,000 0.03% of portfolio	13,290	Q3 2025 Added 3.46%

Summary

Portfolio
No. of Stocks 426
Current Value $2.72 Billion
Prior Value $1.62 Trillion
Filing
Period Q3 2025
Filing Date October 30, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 45 stocks
Additional Purchases 182 stocks
Sold out of 0 stocks
Reduced holdings in 52 stocks

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