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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$327 Billion 20.12% of portfolio	528,509	Q2 2025 Reduced 1.27%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$275 Billion 16.97% of portfolio	5,474,972	Q2 2025 Reduced 5.06%
VTI Vanguard Total Stock Market Et ETFs	$0	$93.7 Billion 5.77% of portfolio	308,345	Q2 2025 Added 5.48%
TFLO Ishares Treasury Floating Rate ETFs	$0	$91.8 Billion 5.66% of portfolio	1,813,317	Q2 2025 Added 0.01%
VTV Vanguard Value ETF ETFs	$0	$61.1 Billion 3.77% of portfolio	345,803	Q2 2025 Added 1.97%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$57.6 Billion 3.55% of portfolio	644,221	Q2 2025 Reduced 1.12%
VT Vanguard Total World Stk Index ETFs	$0	$42.6 Billion 2.62% of portfolio	331,176	Q2 2025 Reduced 0.17%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$42.2 Billion 2.6% of portfolio	627,906	Q2 2025 Reduced 1.51%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$26.9 Billion 1.66% of portfolio	514,242	Q2 2025 Reduced 2.02%
ULST Ssga Active ETF Tr Ssga Ultra ETFs	$0	$21.9 Billion 1.35% of portfolio	539,553	Q2 2025 Added 0.11%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$21.3 Billion 1.31% of portfolio	705,043	Q2 2025 Added 21.78%
IWM Ishares Russell 2000 ETF ETFs	$0	$21.1 Billion 1.3% of portfolio	97,791	Q2 2025 Reduced 0.61%
DLS Wisdomtree Tr Intl Small Cap D ETFs	$0	$20.6 Billion 1.27% of portfolio	274,694	Q2 2025 Reduced 2.92%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$19.5 Billion 1.2% of portfolio	260,367	Q2 2025 Added 9.82%
DOL Wisdomtree Tr Intl Largecap Di ETFs	$0	$18.4 Billion 1.13% of portfolio	308,561	Q2 2025 Reduced 4.79%
VUG Vanguard Growth ETF ETFs	$0	$16.6 Billion 1.02% of portfolio	37,860	Q2 2025 Added 49.96%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$14.9 Billion 0.92% of portfolio	302,224	Q2 2025 Reduced 3.47%
SPYG Spdr Portfolio ETFs	$0	$14.5 Billion 0.89% of portfolio	151,763	Q2 2025 Added 28.94%
EEM Ishares Msci Emerging Markets ETFs	$0	$14.4 Billion 0.89% of portfolio	298,513	Q2 2025 Reduced 1.85%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$12.6 Billion 0.77% of portfolio	122,085	Q2 2025 Added 2.72%
DGS Wisdomtree Emerging Markets Sm ETFs	$0	$11.3 Billion 0.7% of portfolio	205,125	Q2 2025 Reduced 10.21%
SLYV Spdr S&P 600 Small Cap Value E ETFs	$0	$11.1 Billion 0.69% of portfolio	139,658	Q2 2025 Added 12.13%
REET Ishares Global Reit ETF ETFs	$0	$11.1 Billion 0.68% of portfolio	448,210	Q2 2025 Reduced 0.74%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$10.8 Billion 0.67% of portfolio	255,987	Q2 2025 Added 4.41%
EFV Msci Eafe Value ETF ETFs	$0	$10.6 Billion 0.65% of portfolio	167,471	Q2 2025 Reduced 5.0%
VV Vanguard Large Cap ETF ETFs	$0	$10.3 Billion 0.64% of portfolio	36,244	Q2 2025 Reduced 0.46%
DNL Wiswisdomtree Tr ETFs	$0	$9.73 Billion 0.6% of portfolio	241,533	Q2 2025 Reduced 3.38%
ACWI Ishares Msci Acwi ETF ETFs	$0	$9.58 Billion 0.59% of portfolio	74,533	Q2 2025 Added 6.72%
IVV Ishares Core S&P 500 ETF ETFs	$0	$9.3 Billion 0.57% of portfolio	14,972	Q2 2025 Added 9.6%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$9.09 Billion 0.56% of portfolio	177,954	Q2 2025 Added 3.24%
SLYG Spdr S&P 600 Small Cap Growth ETFs	$0	$8.27 Billion 0.51% of portfolio	93,132	Q2 2025 Added 3.28%
DES Wisdomtree Tr U.S. Smallcap Di ETFs	$0	$7.97 Billion 0.49% of portfolio	250,797	Q2 2025 Added 2.56%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$7.76 Billion 0.48% of portfolio	191,564	Q2 2025 Reduced 3.32%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$7.14 Billion 0.44% of portfolio	53,583	Q2 2025 Reduced 4.52%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$7.18 Billion 0.44% of portfolio	86,541	Q2 2025 Added 45.16%
VIG Vanguard Dividend Appreciation ETFs	$0	$6.57 Billion 0.4% of portfolio	32,083	Q2 2025 Reduced 2.68%
EWX Spdr S&P Emerging Markets Smal ETFs	$0	$6.24 Billion 0.38% of portfolio	100,554	Q2 2025 Reduced 8.02%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$6.18 Billion 0.38% of portfolio	84,957	Q2 2025 Added 45.39%
VB Vanguard Small Cap ETF ETFs	$0	$5.69 Billion 0.35% of portfolio	24,016	Q2 2025 Added 0.73%
SPYD Spdr Portfolio S&P 500 High Di ETFs	$0	$5.69 Billion 0.35% of portfolio	134,147	Q2 2025 Reduced 2.01%
VBR Vanguard Small Cap Value ETF ETFs	$0	$4.79 Billion 0.29% of portfolio	24,541	Q2 2025 Added 6.83%
GWX Spdr Index Shs Fd Spdr S&P Int ETFs	$0	$4.25 Billion 0.26% of portfolio	114,215	Q2 2025 Added 1.18%
SUB Ishares Short Term National Mu ETFs	$0	$4.15 Billion 0.26% of portfolio	39,004	Q2 2025 Added 49.7%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$3.39 Billion 0.21% of portfolio	79,229	Q2 2025 Reduced 7.29%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$3.36 Billion 0.21% of portfolio	5,909	Q2 2025 Added 6.53%
VXF Vanguard Extended Market ETF ETFs	$0	$3.18 Billion 0.2% of portfolio	16,500	Q2 2025 Reduced 1.21%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$3.03 Billion 0.19% of portfolio	38,110	Q2 2025 Added 3.89%
MUB Ishares National Muni Bond ETF ETFs	$0	$2.74 Billion 0.17% of portfolio	26,235	Q2 2025 Added 83.09%
SCZ Ishares Tr Msci Eafe Small Cap ETFs	$0	$2.45 Billion 0.15% of portfolio	33,766	Q2 2025 Reduced 1.39%
DON Wisdomtree Tr U.S. Midcap Divi ETFs	$0	$2.35 Billion 0.15% of portfolio	46,976	Q2 2025 Reduced 11.06%

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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