Bip Wealth, LLC Portfolio Holdings

Bip Wealth, LLC

  • $1.62 Trillion
  • Q2 2025

Bip Wealth, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.62 Trillion distributed in 380 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $327B, Wisdomtree Floating Rate Treas with a value of $275B, Vanguard Total Stock Market Et with a value of $93.7B, Ishares Treasury Floating Rate with a value of $91.8B, and Vanguard Value ETF with a value of $61.1B.

Examining the 13F form we can see an increase of $88.7B in the current position value, from $1.53T to 1.62T.

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 $1.62 Trillion
ETFs: $108 Billion
Technology: $36.6 Billion
Industrials: $23.5 Billion
Financial Services: $22.1 Billion
Consumer Cyclical: $15.3 Billion
Consumer Defensive: $10.2 Billion
Energy: $8.46 Billion
Healthcare: $6.59 Billion
Other: $9.71 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$12.6 Billion 0.78% of portfolio
61,616
Q2 2025 Added 1.64%
$9.34B
$10.5 Billion 0.64% of portfolio
45,367
Q2 2025 Reduced 8.06%
$3.95T
$7.45 Billion 0.46% of portfolio
14,976
Q2 2025 Added 6.96%
$405B
$7.22 Billion 0.44% of portfolio
19,678
Q2 2025 Added 5.42%
$3.69B
$5.58 Billion 0.34% of portfolio
219,745
Q1 2023 New
-
$5.46 Billion 0.34% of portfolio
-
Q2 2025 Added 49.51%
$456B
$4.48 Billion 0.28% of portfolio
28,345
Q2 2025 Added 3.17%
$2.26T
$4.31 Billion 0.27% of portfolio
19,631
Q2 2025 Added 6.92%
$621B
$3.81 Billion 0.23% of portfolio
7,847
Q2 2025 Added 3.33%
$7.19B
$2.94 Billion 0.18% of portfolio
31,953
Q2 2025 Added 3.18%
$306B
$2.78 Billion 0.17% of portfolio
39,250
Q2 2025 Added 0.12%
$0
$2.63 Billion 0.16% of portfolio
103,870
Q2 2025 Reduced 0.59%
$442B
$2.12 Billion 0.13% of portfolio
19,653
Q2 2025 Added 3.06%
$9.71B
$1.87 Billion 0.12% of portfolio
46,483
Q2 2025 Reduced 0.56%
$94.7B
$1.92 Billion 0.12% of portfolio
2,620
Q2 2025 Reduced 5.21%
$1.78T
$1.87 Billion 0.12% of portfolio
2,535
Q2 2025 Added 9.93%
$281B
$1.74 Billion 0.11% of portfolio
17,763
Q2 2025 Added 1.85%
$684B
$1.76 Billion 0.11% of portfolio
8,060
Q2 2025 Added 5.02%
$716M
$1.64 Billion 0.1% of portfolio
107,375
Q2 2025 Reduced 0.37%
$1.21T
$1.41 Billion 0.09% of portfolio
7,989
Q2 2025 Added 9.57%
$859B
$1.54 Billion 0.09% of portfolio
5,315
Q2 2025 Added 14.06%
$1.08T
$1.44 Billion 0.09% of portfolio
4,545
Q2 2025 Reduced 0.61%
$439B
$1.33 Billion 0.08% of portfolio
1,343
Q2 2025 Reduced 5.36%
$150B
$1.33 Billion 0.08% of portfolio
4,435
Q2 2025 Reduced 0.63%
$302B
$1.08 Billion 0.07% of portfolio
7,530
Q2 2025 Reduced 2.35%
$95.3B
$1.07 Billion 0.07% of portfolio
4,846
Q2 2025 Added 3.0%
$7.11B
$1.13 Billion 0.07% of portfolio
21,756
Q4 2024 Reduced 1.37%
$452B
$1.09 Billion 0.07% of portfolio
7,125
Q2 2025 Reduced 13.09%
$179B
$1.11 Billion 0.07% of portfolio
12,133
Q2 2025 Reduced 27.3%
$368B
$1.12 Billion 0.07% of portfolio
7,007
Q2 2025 Reduced 20.24%
$1.24T
$1.06 Billion 0.07% of portfolio
5,971
Q2 2025 Added 0.47%
$261B
$1.02 Billion 0.06% of portfolio
5,576
Q2 2025 Reduced 8.39%
$381B
$974 Million 0.06% of portfolio
20,587
Q2 2025 Reduced 4.21%
$551B
$983 Million 0.06% of portfolio
2,768
Q2 2025 Reduced 5.66%
$4.86B
$961 Million 0.06% of portfolio
14,858
Q2 2025 Reduced 0.5%
$102B
$1.01 Billion 0.06% of portfolio
11,010
Q2 2025 Reduced 7.87%
$306B
$1.01 Billion 0.06% of portfolio
3,917
Q2 2025 Added 112.07%
$22.8B
$958 Million 0.06% of portfolio
11,965
Q2 2025 Added 6.94%
$229B
$926 Million 0.06% of portfolio
6,344
Q2 2025 Reduced 10.62%
$86B
$744 Million 0.05% of portfolio
2,722
Q2 2025 Reduced 4.02%
$155M
$747 Million 0.05% of portfolio
226,225
Q1 2025 Added 3.25%
$58.4B
$862 Million 0.05% of portfolio
20,040
Q2 2025 Reduced 2.05%
$210B
$856 Million 0.05% of portfolio
2,903
Q2 2025 Reduced 10.12%
$57.4B
$851 Million 0.05% of portfolio
3,495
Q2 2025 Reduced 1.41%
$9.53B
$751 Million 0.05% of portfolio
15,059
Q2 2025 Added 0.1%
$155B
$786 Million 0.05% of portfolio
12,846
Q2 2025 Reduced 6.81%
$52.5B
$641 Million 0.04% of portfolio
3,133
Q2 2025 Added 11.89%
$68.2B
$719 Million 0.04% of portfolio
23,182
Q2 2025 Reduced 3.76%
$53.7B
$622 Million 0.04% of portfolio
34,329
Q2 2025 Added 44.71%

Summary

  • Portfolio
  • No. of Stocks 380
  • Current Value $1.62 Trillion
  • Prior Value $1.53 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
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