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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.32 Billion 0.14% of portfolio
48,125
Q2 2025 Reduced 3.59%
$0
$2.11 Billion 0.13% of portfolio
15,640
Q2 2025 Added 0.7%
$0
$1.79 Billion 0.11% of portfolio
77,875
Q2 2025 Added 24.24%
$0
$1.72 Billion 0.11% of portfolio
52,367
Q2 2025 Added 29.98%
$0
$1.83 Billion 0.11% of portfolio
30,055
Q2 2025 Reduced 12.77%
$0
$1.55 Billion 0.1% of portfolio
4,413
Q2 2025 Reduced 0.11%
$0
$1.59 Billion 0.1% of portfolio
51,005
Q2 2025 Added 0.04%
$0
$1.49 Billion 0.09% of portfolio
17,815
Q2 2025 Added 0.64%
$0
$1.26 Billion 0.08% of portfolio
28,576
Q2 2025 Reduced 6.13%
$0
$1.22 Billion 0.08% of portfolio
2,212
Q2 2025 Reduced 12.88%
$0
$1.07 Billion 0.07% of portfolio
19,682
Q2 2025 Reduced 4.0%
$0
$1.12 Billion 0.07% of portfolio
4,409
Q2 2025 Reduced 4.53%
$0
$1.05 Billion 0.06% of portfolio
18,486
Q2 2025 Reduced 1.4%
$0
$918 Million 0.06% of portfolio
27,350
Q2 2025 Reduced 5.64%
$0
$920 Million 0.06% of portfolio
1,387
Q2 2025 Reduced 10.86%
$0
$1.02 Billion 0.06% of portfolio
9,246
Q2 2025 Added 61.33%
$0
$765 Million 0.05% of portfolio
8,316
Q2 2025 Added 0.36%
$0
$869 Million 0.05% of portfolio
7,755
Q2 2025 Reduced 22.6%
$0
$846 Million 0.05% of portfolio
7,743
Q2 2025 Added 0.91%
$0
$821 Million 0.05% of portfolio
7,065
Q1 2025 Reduced 0.56%
$0
$816 Million 0.05% of portfolio
15,120
Q2 2025 Added 178.76%
$0
$800 Million 0.05% of portfolio
27,650
Q2 2025 Added 138.75%
$0
$584 Million 0.04% of portfolio
13,704
Q2 2025 Reduced 28.81%
$0
$580 Million 0.04% of portfolio
4,251
Q2 2025 Reduced 7.39%
$0
$597 Million 0.04% of portfolio
20,269
Q2 2025 New
$0
$570 Million 0.04% of portfolio
2,891
Q2 2025 Reduced 11.26%
$0
$653 Million 0.04% of portfolio
10,925
Q2 2025 Added 21.27%
$0
$587 Million 0.04% of portfolio
11,684
Q2 2025 Reduced 15.06%
$0
$650 Million 0.04% of portfolio
2,323
Q2 2025 Reduced 20.12%
$0
$708 Million 0.04% of portfolio
11,787
Q2 2025 Added 2.83%
$0
$610 Million 0.04% of portfolio
1,797
Q2 2025 Reduced 1.53%
$0
$607 Million 0.04% of portfolio
4,572
Q2 2025 Reduced 19.46%
$0
$626 Million 0.04% of portfolio
17,607
Q2 2025 New
$0
$728 Million 0.04% of portfolio
8,176
Q2 2025 Reduced 5.95%
$0
$716 Million 0.04% of portfolio
27,485
Q2 2025 Reduced 21.23%
$0
$624 Million 0.04% of portfolio
2,514
Q2 2025 Reduced 3.01%
$0
$475 Million 0.03% of portfolio
6,886
Q2 2025 Reduced 7.52%
$0
$449 Million 0.03% of portfolio
1,622
Q2 2025 Reduced 16.65%
$0
$497 Million 0.03% of portfolio
17,027
Q2 2025 Reduced 18.7%
$0
$538 Million 0.03% of portfolio
1,220
Q2 2025 Reduced 4.31%
$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%
$0
$411 Million 0.03% of portfolio
2,103
Q2 2025 Reduced 19.05%
$0
$424 Million 0.03% of portfolio
9,894
Q2 2025 Reduced 4.0%
$0
$552 Million 0.03% of portfolio
3,496
Q2 2025 Reduced 23.38%
$0
$362 Million 0.02% of portfolio
5,835
Q2 2025 Reduced 16.31%
$0
$295 Million 0.02% of portfolio
1,796
Q2 2025 Reduced 26.96%
$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%

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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