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.
Stock Holdings Table Market Cap. of Under $50 Millions
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