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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$551B
$983 Million 0.06% of portfolio
2,768
Q2 2025 Reduced 5.66%
$4.86B
$961 Million 0.06% of portfolio
14,858
Q2 2025 Reduced 0.5%
$0
$918 Million 0.06% of portfolio
27,350
Q2 2025 Reduced 5.64%
$102B
$1.01 Billion 0.06% of portfolio
11,010
Q2 2025 Reduced 7.87%
$306B
$1.01 Billion 0.06% of portfolio
3,917
Q2 2025 Added 112.07%
$22.8B
$958 Million 0.06% of portfolio
11,965
Q2 2025 Added 6.94%
$229B
$926 Million 0.06% of portfolio
6,344
Q2 2025 Reduced 10.62%
$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%
$86B
$744 Million 0.05% of portfolio
2,722
Q2 2025 Reduced 4.02%
$0
$811 Million 0.05% of portfolio
1,910
Q2 2025 Reduced 3.49%
$155M
$747 Million 0.05% of portfolio
226,225
Q1 2025 Added 3.25%
$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%
$58.4B
$862 Million 0.05% of portfolio
20,040
Q2 2025 Reduced 2.05%
$0
$846 Million 0.05% of portfolio
7,743
Q2 2025 Added 0.91%
Dimensional ETF Trust
-
$824 Million 0.05% of portfolio
-
Q2 2025 Added 195.84%
$0
$816 Million 0.05% of portfolio
15,120
Q2 2025 Added 178.76%
$210B
$856 Million 0.05% of portfolio
2,903
Q2 2025 Reduced 10.12%
$0
$800 Million 0.05% of portfolio
27,650
Q2 2025 Added 138.75%
$57.4B
$851 Million 0.05% of portfolio
3,495
Q2 2025 Reduced 1.41%
$9.53B
$751 Million 0.05% of portfolio
15,059
Q2 2025 Added 0.1%
$155B
$786 Million 0.05% of portfolio
12,846
Q2 2025 Reduced 6.81%
$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%
$52.5B
$641 Million 0.04% of portfolio
3,133
Q2 2025 Added 11.89%
$68.2B
$719 Million 0.04% of portfolio
23,182
Q2 2025 Reduced 3.76%
$53.7B
$622 Million 0.04% of portfolio
34,329
Q2 2025 Added 44.71%
$36.3B
$596 Million 0.04% of portfolio
4,599
Q2 2025 Added 1.1%
$608B
$690 Million 0.04% of portfolio
885
Q2 2025 Reduced 11.94%
$0
$597 Million 0.04% of portfolio
20,269
Q2 2025 New
$43.1B
$586 Million 0.04% of portfolio
2,442
Q2 2025 Reduced 1.81%
$232B
$580 Million 0.04% of portfolio
2,128
Q2 2025 Reduced 1.12%
$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
$589 Million 0.04% of portfolio
26,829
Q2 2025 Added 5.49%
$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%
$24.1B
$570 Million 0.04% of portfolio
3,828
Q2 2025 Added 7.59%
$0
$475 Million 0.03% of portfolio
6,886
Q2 2025 Reduced 7.52%
$545B
$561 Million 0.03% of portfolio
419
Q2 2025 Reduced 11.97%
$0
$449 Million 0.03% of portfolio
1,622
Q2 2025 Reduced 16.65%

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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