Bip Wealth, LLC Portfolio Holdings

Bip Wealth, LLC

$2.64 Billion
Q4 2025

Bip Wealth, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.64 Billion distributed in 456 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 $346M, Wisdomtree Floating Rate Treas with a value of $267M, Vanguard Index Fds S&P 500 ETF with a value of $155M, Vanguard Total Stock Market Et with a value of $113M, and Vanguard Value ETF with a value of $91.8M.

Examining the 13F form we can see an decrease of $82.4M in the current position value, from $2.72B to 2.64B.

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 $2.64 Billion

ETFs: $2.3 Billion

Technology: $90.5 Million

Financial Services: $55.1 Million

Industrials: $40.2 Million

Consumer Cyclical: $28.5 Million

Healthcare: $22.7 Million

Communication Services: $19.8 Million

Consumer Defensive: $18.6 Million

Other: $25.7 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$346 Million 13.09% of portfolio	519,051	Q4 2025 Added 1.25%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$267 Million 10.12% of portfolio	5,306,058	Q4 2025 Reduced 72.85%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$155 Million 5.89% of portfolio	251,628	Q4 2025 Added 62.63%
VTI Vanguard Total Stock Market Et ETFs	$0	$113 Million 4.3% of portfolio	344,071	Q4 2025 Added 5.76%
VTV Vanguard Value ETF ETFs	$0	$91.8 Million 3.48% of portfolio	490,263	Q4 2025 Added 48.57%
TFLO Ishares Treasury Floating Rate ETFs	$0	$75.6 Million 2.87% of portfolio	1,497,557	Q4 2025 Reduced 0.13%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$61.2 Million 2.32% of portfolio	642,637	Q4 2025 Reduced 1.05%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$57.4 Million 2.17% of portfolio	1,779,503	Q4 2025 Added 5,268.36%
VT Vanguard Total World Stk Index ETFs	$0	$56.3 Million 2.13% of portfolio	404,446	Q4 2025 Added 26.84%

VEU Vanguard Ftse All World Ex Us ETFs	$0	$46.8 Million 1.77% of portfolio	641,374	Q4 2025 Added 3.3%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$43.8 Million 1.66% of portfolio	1,450,662	Q4 2025 Added 12.51%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$32 Million 1.21% of portfolio	636,346	Q4 2025 Added 12.32%
VEA Vanguard Ftse Developed Market ETFs	$0	$31.6 Million 1.2% of portfolio	514,651	Q4 2025 Added 1.08%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$30.1 Million 1.14% of portfolio	360,796	Q4 2025 Added 32.73%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$29.2 Million 1.11% of portfolio	393,709	Q4 2025 Added 19.44%
AAPL Apple Inc. Technology	$4.3T	$28.7 Million 1.09% of portfolio	107,220	Q4 2025 Added 39.62%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$27.5 Million 1.04% of portfolio	501,420	Q4 2025 Added 3.5%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$27.4 Million 1.04% of portfolio	486,989	Q4 2025 Reduced 2.5%

CGDV Capital Group Divid Value ETF ETFs	$0	$27 Million 1.02% of portfolio	629,240	Q4 2025 Added 12,360.2%
CGUS Capital Group Core Equity ETF	$0	$26.2 Million 0.99% of portfolio	659,775	Q4 2025 Added 12,313.45%
SPYG Spdr Portfolio ETFs	$0	$23.5 Million 0.89% of portfolio	224,019	Q4 2025 Added 24.68%
VXF Vanguard Extended Market ETF ETFs	$0	$23.4 Million 0.89% of portfolio	114,569	Q4 2025 Added 0.04%
CGGO Capital Group Global Growth Eq ETFs	$0	$23.3 Million 0.88% of portfolio	682,727	Q4 2025 New
ULST Ssga Active ETF Tr Ssga Ultra ETFs	$0	$23 Million 0.87% of portfolio	566,983	Q4 2025 Added 2.41%
IWM Ishares Russell 2000 ETF ETFs	$0	$22.1 Million 0.84% of portfolio	93,236	Q4 2025 Reduced 3.77%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$22 Million 0.83% of portfolio	270,542	Q4 2025 Added 0.78%
VUG Vanguard Growth ETF ETFs	$0	$21.4 Million 0.81% of portfolio	44,264	Q4 2025 Added 9.14%
DLS Wisdomtree Tr Intl Small Cap D ETFs	$0	$21.2 Million 0.8% of portfolio	270,886	Q4 2025 Added 0.56%
DOL Wisdomtree Tr Intl Largecap Di ETFs	$0	$19.9 Million 0.75% of portfolio	310,989	Q4 2025 Added 0.8%
SUB Ishares Short Term National Mu ETFs	$0	$19 Million 0.72% of portfolio	178,009	Q4 2025 Added 4.06%
QUS Spdr Ser Tr Msci Usa Strategic ETFs	$0	$18.7 Million 0.71% of portfolio	108,545	Q4 2025 New
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$17.8 Million 0.67% of portfolio	236,918	Q4 2025 Added 3,027.22%
IVV Ishares Core S&P 500 ETF ETFs	$0	$17.4 Million 0.66% of portfolio	25,781	Q4 2025 Added 41.94%
MSFT Microsoft Corp Technology	$3.78T	$17.5 Million 0.66% of portfolio	34,577	Q4 2025 Added 69.6%
EEM Ishares Msci Emerging Markets ETFs	$0	$16.9 Million 0.64% of portfolio	307,832	Q4 2025 Added 1.63%
ACWI Ishares Msci Acwi ETF ETFs	$0	$16.6 Million 0.63% of portfolio	118,178	Q4 2025 Added 41.49%
VIG Vanguard Dividend Appreciation ETFs	$0	$16.6 Million 0.63% of portfolio	91,329	Q4 2025 Added 189.9%
QQEW First Tr Nasdaq 100 Equal Weig ETFs	$0	$16.3 Million 0.62% of portfolio	116,729	Q4 2025 Added 2,643.98%
FEX First Tr Large Cap Core Alphde ETFs	$0	$15.3 Million 0.58% of portfolio	132,719	Q4 2025 New
PHYS Sprott Physical Gold Trust Financial Services	$0	$15.3 Million 0.58% of portfolio	491,350	Q4 2025 Added 335.19%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$15.1 Million 0.57% of portfolio	146,607	Q4 2025 Added 4.91%
NVDA Nvidia Corp Technology	$465B	$13.5 Million 0.51% of portfolio	72,139	Q4 2025 Added 19.8%
STRL Sterling Construction CO Inc Industrials	$10.3B	$13.2 Million 0.5% of portfolio	39,036	Q4 2025 Reduced 20.82%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$12.9 Million 0.49% of portfolio	286,035	Q4 2025 Added 2.57%
BNDX Vanguard Total International B ETFs	$0	$12.5 Million 0.48% of portfolio	253,616	Q4 2025 Added 17.85%
VGT Vanguard Information Technolog ETFs	$0	$12.2 Million 0.46% of portfolio	16,150	Q4 2025 Reduced 5.69%
REET Ishares Global Reit ETF ETFs	$0	$12.2 Million 0.46% of portfolio	483,797	Q4 2025 Added 3.16%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$12 Million 0.45% of portfolio	236,093	Q4 2025 New
IJUL Innovator Etfs Tr ETFs	$0	$11.3 Million 0.43% of portfolio	344,430	Q4 2025 New
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$11.1 Million 0.42% of portfolio	47,156	Q4 2025 Added 72.4%

Summary

Portfolio
No. of Stocks 456
Current Value $2.64 Billion
Prior Value $2.72 Billion
Filing
Period Q4 2025
Filing Date January 21, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 158 stocks
Additional Purchases 189 stocks
Sold out of 0 stocks
Reduced holdings in 77 stocks

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