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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SUB Ishares Short Term National Mu ETFs	$0	$4.15 Billion 0.26% of portfolio	39,004	Q2 2025 Added 49.7%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$637B	$3.81 Billion 0.23% of portfolio	7,847	Q2 2025 Added 3.33%
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%
Dimensional ETF Trust	-	$2.89 Billion 0.18% of portfolio	-	Q2 2025 Added 12.39%
SSB South State Corp Financial Services	$7.67B	$2.94 Billion 0.18% of portfolio	31,953	Q2 2025 Added 3.18%
KO Coca Cola CO Consumer Defensive	$292B	$2.78 Billion 0.17% of portfolio	39,250	Q2 2025 Added 0.12%
Smurfit Westrock PLC F	-	$2.7 Billion 0.17% of portfolio	-	Q2 2025 Reduced -0.0%
MUB Ishares National Muni Bond ETF ETFs	$0	$2.74 Billion 0.17% of portfolio	26,235	Q2 2025 Added 83.09%
PHYS Sprott Physical Gold Trust Financial Services	$0	$2.63 Billion 0.16% of portfolio	103,870	Q2 2025 Reduced 0.59%
Dimensional ETF Trust	-	$2.5 Billion 0.15% of portfolio	-	Q2 2025 Added 15.6%
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%
AIVI Kemiao Garment Holding Group ETFs	$0	$2.32 Billion 0.14% of portfolio	48,125	Q2 2025 Reduced 3.59%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$2.11 Billion 0.13% of portfolio	15,640	Q2 2025 Added 0.7%
XOM Exxon Mobil Corp Energy	$467B	$2.12 Billion 0.13% of portfolio	19,653	Q2 2025 Added 3.06%
AR Antero Resources Corp Energy	$9.86B	$1.87 Billion 0.12% of portfolio	46,483	Q2 2025 Reduced 0.56%
MCK Mckesson Corp Healthcare	$102B	$1.92 Billion 0.12% of portfolio	2,620	Q2 2025 Reduced 5.21%
META Meta Platforms, Inc. Communication Services	$1.69T	$1.87 Billion 0.12% of portfolio	2,535	Q2 2025 Added 9.93%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$1.79 Billion 0.11% of portfolio	77,875	Q2 2025 Added 24.24%
DISV Dimensional ETF Tr Dimensional ETFs	$0	$1.72 Billion 0.11% of portfolio	52,367	Q2 2025 Added 29.98%
ACWX Ishares Msci Acwi Ex Us ETF ETFs	$0	$1.83 Billion 0.11% of portfolio	30,055	Q2 2025 Reduced 12.77%
AVGO Broadcom Inc. Technology	$146B	$1.79 Billion 0.11% of portfolio	6,495	Q2 2025 Added 2.85%
WMT Walmart Inc. Consumer Defensive	$279B	$1.74 Billion 0.11% of portfolio	17,763	Q2 2025 Added 1.85%
ORCL Oracle Corp Technology	$830B	$1.76 Billion 0.11% of portfolio	8,060	Q2 2025 Added 5.02%
DAVA Endava PLC Technology	$526M	$1.64 Billion 0.1% of portfolio	107,375	Q2 2025 Reduced 0.37%
IWV Ishares Russell 3000 ETF ETFs	$0	$1.55 Billion 0.1% of portfolio	4,413	Q2 2025 Reduced 0.11%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$1.59 Billion 0.1% of portfolio	51,005	Q2 2025 Added 0.04%
IEFA Ishares Tr ETFs	$0	$1.49 Billion 0.09% of portfolio	17,815	Q2 2025 Added 0.64%
GOOGL Alphabet Inc. Communication Services	$1.44T	$1.41 Billion 0.09% of portfolio	7,989	Q2 2025 Added 9.57%
JPM Jpmorgan Chase & CO Financial Services	$896B	$1.54 Billion 0.09% of portfolio	5,315	Q2 2025 Added 14.06%
TSLA Tesla, Inc. Consumer Cyclical	$1.16T	$1.44 Billion 0.09% of portfolio	4,545	Q2 2025 Reduced 0.61%
RWO Spdr Dow Jones Global Real Est ETFs	$0	$1.26 Billion 0.08% of portfolio	28,576	Q2 2025 Reduced 6.13%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.22 Billion 0.08% of portfolio	2,212	Q2 2025 Reduced 12.88%
COST Costco Wholesale Corp Consumer Defensive	$427B	$1.33 Billion 0.08% of portfolio	1,343	Q2 2025 Reduced 5.36%
ACN Accenture PLC Technology	$154B	$1.33 Billion 0.08% of portfolio	4,435	Q2 2025 Reduced 0.63%
CVX Chevron Corp Energy	$310B	$1.08 Billion 0.07% of portfolio	7,530	Q2 2025 Reduced 2.35%
SPMD Spdr Portfolio ETFs	$0	$1.07 Billion 0.07% of portfolio	19,682	Q2 2025 Reduced 4.0%
AMT American Tower Corp Real Estate	$91.5B	$1.07 Billion 0.07% of portfolio	4,846	Q2 2025 Added 3.0%
SNV Synovus Financial Corp Financial Services	$7.47B	$1.13 Billion 0.07% of portfolio	21,756	Q4 2024 Reduced 1.37%
JNJ Johnson & Johnson Healthcare	$467B	$1.09 Billion 0.07% of portfolio	7,125	Q2 2025 Reduced 13.09%
SCHW Schwab Charles Corp Financial Services	$171B	$1.11 Billion 0.07% of portfolio	12,133	Q2 2025 Reduced 27.3%
PG Procter & Gamble CO Consumer Defensive	$376B	$1.12 Billion 0.07% of portfolio	7,007	Q2 2025 Reduced 20.24%
XLK Technology Sector Spdr ETFs	$0	$1.12 Billion 0.07% of portfolio	4,409	Q2 2025 Reduced 4.53%
GOOG Alphabet Inc. Communication Services	$1.47T	$1.06 Billion 0.07% of portfolio	5,971	Q2 2025 Added 0.47%
VEA Vanguard Ftse Developed Market ETFs	$0	$1.05 Billion 0.06% of portfolio	18,486	Q2 2025 Reduced 1.4%
PM Philip Morris International Inc. Consumer Defensive	$260B	$1.02 Billion 0.06% of portfolio	5,576	Q2 2025 Reduced 8.39%
BAC Bank Of America Corp Financial Services	$407B	$974 Million 0.06% of portfolio	20,587	Q2 2025 Reduced 4.21%

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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