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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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