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
EWX Spdr S&P Emerging Markets Smal ETFs	$0	$6.68 Million 0.25% of portfolio	99,271	Q3 2025 Reduced 1.28%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$6.65 Million 0.24% of portfolio	47,150	Q3 2025 Reduced 12.01%
VBR Vanguard Small Cap Value ETF ETFs	$0	$5.88 Million 0.22% of portfolio	28,191	Q3 2025 Added 14.87%
AMZN Amazon Com Inc Consumer Cyclical	$2.27T	$6.01 Million 0.22% of portfolio	27,353	Q3 2025 Added 39.34%
VIG Vanguard Dividend Appreciation ETFs	$0	$5.74 Million 0.21% of portfolio	31,504	Q3 2025 Reduced 1.8%
VRRM Verra Mobility Corp Industrials	$3.6B	$5.43 Million 0.2% of portfolio	219,821	Q3 2025 Added 0.03%
SPYD Spdr Portfolio S&P 500 High Di ETFs	$0	$5.28 Million 0.19% of portfolio	120,106	Q3 2025 Reduced 10.47%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$646B	$4.89 Million 0.18% of portfolio	9,723	Q3 2025 Added 23.91%
GWX Spdr Index Shs Fd Spdr S&P Int ETFs	$0	$4.66 Million 0.17% of portfolio	115,998	Q3 2025 Added 1.56%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$4.04 Million 0.15% of portfolio	50,571	Q3 2025 Added 32.7%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$4.05 Million 0.15% of portfolio	51,309	Q3 2025 Added 1,830.36%
TSLA Tesla, Inc. Consumer Cyclical	$1.39T	$4.1 Million 0.15% of portfolio	9,211	Q3 2025 Added 102.66%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$3.84 Million 0.14% of portfolio	63,921	Q3 2025 Added 485.09%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$3.41 Million 0.13% of portfolio	72,854	Q3 2025 Reduced 8.05%
PHYS Sprott Physical Gold Trust Financial Services	$0	$3.34 Million 0.12% of portfolio	112,905	Q3 2025 Added 8.7%
AVGO Broadcom Inc. Technology	$152B	$3.21 Million 0.12% of portfolio	9,719	Q3 2025 Added 49.64%
GOOGL Alphabet Inc. Communication Services	$1.5T	$3 Million 0.11% of portfolio	12,345	Q3 2025 Added 54.52%
META Meta Platforms, Inc. Communication Services	$1.65T	$2.78 Million 0.1% of portfolio	3,785	Q3 2025 Added 49.31%
DISV Dimensional ETF Tr Dimensional ETFs	$0	$2.63 Million 0.1% of portfolio	73,727	Q3 2025 Added 40.79%
KO Coca Cola CO Consumer Defensive	$298B	$2.72 Million 0.1% of portfolio	41,046	Q3 2025 Added 4.58%
DON Wisdomtree Tr U.S. Midcap Divi ETFs	$0	$2.46 Million 0.09% of portfolio	47,122	Q3 2025 Added 0.31%
SCZ Ishares Tr Msci Eafe Small Cap ETFs	$0	$2.5 Million 0.09% of portfolio	32,527	Q3 2025 Reduced 3.67%
ORCL Oracle Corp Technology	$693B	$2.42 Million 0.09% of portfolio	8,603	Q3 2025 Added 6.74%
XOM Exxon Mobil Corp Energy	$478B	$2.42 Million 0.09% of portfolio	21,463	Q3 2025 Added 9.21%
GPN Global Payments Inc Industrials	$21.8B	$2.5 Million 0.09% of portfolio	30,103	Q3 2025 Added 151.59%
WMT Walmart Inc. Consumer Defensive	$277B	$2.18 Million 0.08% of portfolio	21,169	Q3 2025 Added 19.17%
AIVI Kemiao Garment Holding Group ETFs	$0	$2.06 Million 0.08% of portfolio	41,457	Q3 2025 Reduced 13.86%
MCK Mckesson Corp Healthcare	$119B	$2.06 Million 0.08% of portfolio	2,661	Q3 2025 Added 1.56%
ACWX Ishares Msci Acwi Ex Us ETF ETFs	$0	$2.21 Million 0.08% of portfolio	34,039	Q3 2025 Added 13.26%
GOOG Alphabet Inc. Communication Services	$1.72T	$2.3 Million 0.08% of portfolio	9,429	Q3 2025 Added 57.91%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$2.27 Million 0.08% of portfolio	15,574	Q3 2025 Reduced 0.42%
JPM Jpmorgan Chase & CO Financial Services	$908B	$2.3 Million 0.08% of portfolio	7,290	Q3 2025 Added 37.16%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$2.21 Million 0.08% of portfolio	94,908	Q3 2025 Added 484.73%
JNJ Johnson & Johnson Healthcare	$494B	$2.05 Million 0.08% of portfolio	11,073	Q3 2025 Added 55.41%
DFAE Dimensional ETF Tr ETFs	$0	$2.07 Million 0.08% of portfolio	65,702	Q3 2025 Added 137.62%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$2.15 Million 0.08% of portfolio	17,826	Q3 2025 Added 92.8%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$2.04 Million 0.08% of portfolio	88,393	Q3 2025 Added 13.51%
SO Southern CO Utilities	$103B	$1.83 Million 0.07% of portfolio	19,337	Q3 2025 Added 75.63%
IEFA Ishares Tr ETFs	$0	$1.88 Million 0.07% of portfolio	21,505	Q3 2025 Added 20.71%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.92 Million 0.07% of portfolio	3,191	Q3 2025 Added 44.26%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$1.96 Million 0.07% of portfolio	59,801	Q3 2025 Added 17.25%
DFSV Dimensional ETF Tr Dimensional ETFs	$0	$1.5 Million 0.06% of portfolio	47,071	Q3 2025 Added 132.23%
COST Costco Wholesale Corp Consumer Defensive	$407B	$1.6 Million 0.06% of portfolio	1,728	Q3 2025 Added 28.67%
AR Antero Resources Corp Energy	$9.01B	$1.56 Million 0.06% of portfolio	46,483	Q2 2025 Reduced 0.56%
V Visa Inc. Financial Services	$564B	$1.54 Million 0.06% of portfolio	4,504	Q3 2025 Added 62.72%
IWV Ishares Russell 3000 ETF ETFs	$0	$1.67 Million 0.06% of portfolio	4,405	Q3 2025 Reduced 0.18%
AFL Aflac Inc Financial Services	$67.5B	$1.39 Million 0.05% of portfolio	12,430	Q3 2025 Added 367.82%
IVE Ishares S&P 500 Value ETF ETFs	$0	$1.24 Million 0.05% of portfolio	6,001	Q3 2025 Added 185.35%
CVX Chevron Corp Energy	$301B	$1.33 Million 0.05% of portfolio	8,575	Q3 2025 Added 13.88%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$1.26 Million 0.05% of portfolio	21,638	Q3 2025 Added 43.11%

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

Track This Portfolio

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.

Account