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 Trade History
$64.4B
$436 Million 0.03% of portfolio
1,704
Q2 2025 Reduced 6.17%
$0
$497 Million 0.03% of portfolio
17,027
Q2 2025 Reduced 18.7%
$202B
$511 Million 0.03% of portfolio
3,871
Q2 2025 Added 10.35%
$0
$538 Million 0.03% of portfolio
1,220
Q2 2025 Reduced 4.31%
Alpha Architect 1 3
-
$541 Million 0.03% of portfolio
-
Q2 2025 Added 0.86%
$0
$447 Million 0.03% of portfolio
21,800
Q2 2025 Reduced 11.02%
$0
$412 Million 0.03% of portfolio
14,681
Q2 2025 Reduced 3.5%
$7.1B
$455 Million 0.03% of portfolio
4,283
Q1 2025 New
$293B
$567 Million 0.03% of portfolio
8,167
Q2 2025 Reduced 14.21%
$203B
$506 Million 0.03% of portfolio
17,487
Q2 2025 Reduced 15.07%
Ishares Bitcoin ETF
-
$440 Million 0.03% of portfolio
-
Q2 2025 Added 0.57%
$0
$411 Million 0.03% of portfolio
2,103
Q2 2025 Reduced 19.05%
$548B
$559 Million 0.03% of portfolio
994
Q2 2025 Reduced 9.47%
$0
$424 Million 0.03% of portfolio
9,894
Q2 2025 Reduced 4.0%
Kayne Anderson Bdc I Equ
-
$464 Million 0.03% of portfolio
-
Q2 2025 Added 50.0%
$0
$552 Million 0.03% of portfolio
3,496
Q2 2025 Reduced 23.38%
$222B
$452 Million 0.03% of portfolio
1,547
Q2 2025 Reduced 13.96%
$351B
$478 Million 0.03% of portfolio
2,575
Q2 2025 Reduced 16.48%
$0
$362 Million 0.02% of portfolio
5,835
Q2 2025 Reduced 16.31%
$26B
$280 Million 0.02% of portfolio
5,000
Q3 2024 New
$75.1B
$387 Million 0.02% of portfolio
2,077
Q1 2025 Added 0.14%
$1.78B
$253 Million 0.02% of portfolio
10,300
Q3 2024 New
$0
$295 Million 0.02% of portfolio
1,796
Q2 2025 Reduced 26.96%
$229B
$270 Million 0.02% of portfolio
1,987
Q2 2025 Reduced 5.06%
$201B
$292 Million 0.02% of portfolio
371
Q2 2025 Reduced 1.07%
$0
$339 Million 0.02% of portfolio
2,391
Q4 2024 New
$0
$285 Million 0.02% of portfolio
1,566
Q2 2025 Reduced 38.2%
Blackstone Private Credi
-
$287 Million 0.02% of portfolio
-
Q2 2025 Added 1.68%
$0
$321 Million 0.02% of portfolio
4,945
Q2 2025 Reduced 35.66%
$0
$244 Million 0.02% of portfolio
7,479
Q2 2025 Reduced 4.56%
$0
$347 Million 0.02% of portfolio
7,054
Q4 2024 Added 9.72%
$0
$318 Million 0.02% of portfolio
1,046
Q2 2025 Reduced 4.3%
$146B
$247 Million 0.02% of portfolio
1,062
Q2 2025 New
$95.8B
$329 Million 0.02% of portfolio
2,789
Q2 2025 Reduced 25.86%
$145B
$400 Million 0.02% of portfolio
1,121
Q2 2025 Added 6.16%
$245B
$269 Million 0.02% of portfolio
863
Q2 2025 Added 3.73%
$63.8B
$281 Million 0.02% of portfolio
2,784
Q1 2025 Reduced 4.0%
$120B
$326 Million 0.02% of portfolio
3,628
Q2 2025 Reduced 8.08%
$25.8B
$302 Million 0.02% of portfolio
2,332
Q2 2025 Reduced 2.87%
$185B
$306 Million 0.02% of portfolio
3,589
Q2 2025 Added 21.05%
$0
$250 Million 0.02% of portfolio
3,225
Q2 2025 Added 0.28%
$18.4B
$312 Million 0.02% of portfolio
1,774
Q4 2024 Reduced 50.01%
$218B
$253 Million 0.02% of portfolio
651
Q2 2025 Reduced 5.38%
$55B
$289 Million 0.02% of portfolio
3,952
Q2 2025 Added 0.56%
$61.9B
$346 Million 0.02% of portfolio
3,274
Q2 2025 Reduced 0.21%
Ge Vernova Inc
-
$382 Million 0.02% of portfolio
-
Q2 2025 New
$0
$244 Million 0.02% of portfolio
3,043
Q2 2025 Reduced 0.85%
$0
$365 Million 0.02% of portfolio
2,692
Q1 2025 Reduced 25.86%
$254B
$282 Million 0.02% of portfolio
398
Q2 2025 Added 3.38%

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
Track This Portfolio

Track Bip Wealth, LLC Portfolio

Follow Bip Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email