Bip Wealth, LLC Portfolio Holdings

Bip Wealth, LLC

$2.72 Billion
Q3 2025

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.

Portfolio value $2.72 Billion

ETFs: $2.53 Billion

Technology: $58 Million

Industrials: $32.7 Million

Financial Services: $25.7 Million

Consumer Cyclical: $22.3 Million

Consumer Defensive: $11.9 Million

Communication Services: $10.8 Million

Healthcare: $9.94 Million

Other: $15.2 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
USFR Wisdomtree Floating Rate Treas ETFs	$0	$983 Million 36.1% of portfolio	19,545,603	Q3 2025 Added 257.0%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$342 Million 12.55% of portfolio	512,631	Q3 2025 Reduced 3.0%
VTI Vanguard Total Stock Market Et ETFs	$0	$107 Million 3.92% of portfolio	325,339	Q3 2025 Added 5.51%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$94.7 Million 3.48% of portfolio	154,724	Q3 2025 Added 2,518.45%
TFLO Ishares Treasury Floating Rate ETFs	$0	$75.9 Million 2.79% of portfolio	1,499,531	Q3 2025 Reduced 17.3%
VTV Vanguard Value ETF ETFs	$0	$61.5 Million 2.26% of portfolio	329,979	Q3 2025 Reduced 4.58%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$60.6 Million 2.23% of portfolio	649,432	Q3 2025 Added 0.81%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$44.3 Million 1.63% of portfolio	620,904	Q3 2025 Reduced 1.12%
VT Vanguard Total World Stk Index ETFs	$0	$43.9 Million 1.61% of portfolio	318,875	Q3 2025 Reduced 3.71%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$39.1 Million 1.43% of portfolio	1,289,399	Q3 2025 Added 82.88%
VEA Vanguard Ftse Developed Market ETFs	$0	$30.5 Million 1.12% of portfolio	509,145	Q3 2025 Added 2,654.22%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$28.4 Million 1.04% of portfolio	566,546	Q3 2025 New
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$27.6 Million 1.02% of portfolio	499,453	Q3 2025 Reduced 2.88%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$26.2 Million 0.96% of portfolio	484,454	Q3 2025 Added 60.3%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$24.5 Million 0.9% of portfolio	329,636	Q3 2025 New
VXF Vanguard Extended Market ETF ETFs	$0	$24 Million 0.88% of portfolio	114,518	Q3 2025 Added 594.05%
IWM Ishares Russell 2000 ETF ETFs	$0	$23.4 Million 0.86% of portfolio	96,890	Q3 2025 Reduced 0.92%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$22.9 Million 0.84% of portfolio	271,833	Q3 2025 Added 214.11%
ULST Ssga Active ETF Tr Ssga Ultra ETFs	$0	$22.5 Million 0.83% of portfolio	553,665	Q3 2025 Added 2.62%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$21.7 Million 0.8% of portfolio	268,457	Q3 2025 Added 3.11%
DLS Wisdomtree Tr Intl Small Cap D ETFs	$0	$21.4 Million 0.79% of portfolio	269,365	Q3 2025 Reduced 1.94%
AAPL Apple Inc. Technology	$4.36T	$19.6 Million 0.72% of portfolio	76,793	Q3 2025 Added 24.63%
DOL Wisdomtree Tr Intl Largecap Di ETFs	$0	$19.2 Million 0.71% of portfolio	308,531	Q3 2025 Reduced 0.01%
VUG Vanguard Growth ETF ETFs	$0	$19.5 Million 0.71% of portfolio	40,558	Q3 2025 Added 7.13%
SPYG Spdr Portfolio ETFs	$0	$18.8 Million 0.69% of portfolio	179,674	Q3 2025 Added 18.39%
SUB Ishares Short Term National Mu ETFs	$0	$18.3 Million 0.67% of portfolio	171,057	Q3 2025 Added 338.56%
STRL Sterling Construction CO Inc Industrials	$11.2B	$16.7 Million 0.62% of portfolio	49,301	Q3 2025 Added 8.67%
EEM Ishares Msci Emerging Markets ETFs	$0	$16.2 Million 0.59% of portfolio	302,881	Q3 2025 Added 1.46%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$14.4 Million 0.53% of portfolio	139,746	Q3 2025 Added 14.47%
VGT Vanguard Information Technolog ETFs	$0	$12.8 Million 0.47% of portfolio	17,125	Q3 2025 Added 1,134.68%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$12.5 Million 0.46% of portfolio	278,873	Q3 2025 Added 8.94%
IVV Ishares Core S&P 500 ETF ETFs	$0	$12.2 Million 0.45% of portfolio	18,163	Q3 2025 Added 21.31%
REET Ishares Global Reit ETF ETFs	$0	$12 Million 0.44% of portfolio	468,973	Q3 2025 Added 4.63%
SLYV Spdr S&P 600 Small Cap Value E ETFs	$0	$11.7 Million 0.43% of portfolio	131,609	Q3 2025 Reduced 5.76%
ACWI Ishares Msci Acwi ETF ETFs	$0	$11.5 Million 0.42% of portfolio	83,523	Q3 2025 Added 12.06%
NVDA Nvidia Corp Technology	$506B	$11.2 Million 0.41% of portfolio	60,214	Q3 2025 Added 112.43%
VV Vanguard Large Cap ETF ETFs	$0	$11 Million 0.4% of portfolio	35,697	Q3 2025 Reduced 1.51%
MSFT Microsoft Corp Technology	$3.92T	$10.6 Million 0.39% of portfolio	20,387	Q3 2025 Added 36.13%
EFV Msci Eafe Value ETF ETFs	$0	$10.6 Million 0.39% of portfolio	156,276	Q3 2025 Reduced 6.68%
DGS Wisdomtree Emerging Markets Sm ETFs	$0	$10.5 Million 0.39% of portfolio	184,165	Q3 2025 Reduced 10.22%
BNDX Vanguard Total International B ETFs	$0	$10.6 Million 0.39% of portfolio	215,200	Q3 2025 New
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$10.3 Million 0.38% of portfolio	200,162	Q3 2025 Added 12.48%
DNL Wiswisdomtree Tr ETFs	$0	$9.85 Million 0.36% of portfolio	243,296	Q3 2025 Added 0.73%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$9.9 Million 0.36% of portfolio	126,400	Q3 2025 Added 48.78%
SLYG Spdr S&P 600 Small Cap Growth ETFs	$0	$8.78 Million 0.32% of portfolio	93,103	Q3 2025 Reduced 0.03%
HD Home Depot, Inc. Consumer Cyclical	$389B	$8.22 Million 0.3% of portfolio	20,294	Q3 2025 Added 3.13%
DES Wisdomtree Tr U.S. Smallcap Di ETFs	$0	$7.87 Million 0.29% of portfolio	233,737	Q3 2025 Reduced 6.8%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$7.85 Million 0.29% of portfolio	183,547	Q3 2025 Reduced 4.19%
MUB Ishares National Muni Bond ETF ETFs	$0	$7.58 Million 0.28% of portfolio	71,152	Q3 2025 Added 171.21%
VB Vanguard Small Cap ETF ETFs	$0	$7.04 Million 0.26% of portfolio	27,678	Q3 2025 Added 15.25%

Summary

Portfolio
No. of Stocks 426
Current Value $2.72 Billion
Prior Value $1.62 Trillion
Filing
Period Q3 2025
Filing Date October 30, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 45 stocks
Additional Purchases 182 stocks
Sold out of 0 stocks
Reduced holdings in 52 stocks

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