Bip Wealth, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.72 Billion distributed in 426 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $983M, Spdr S&P 500 ETF Trust with a value of $342M, Vanguard Total Stock Market Et with a value of $107M, Vanguard Index Fds S&P 500 ETF with a value of $94.7M, and Ishares Treasury Floating Rate with a value of $75.9M.
Examining the 13F form we can see an decrease of $1.62T in the current position value, from $1.62T to 2.72B.
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.