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BIP Wealth, LLC 13F holdings

Filed 2026-08-03 · BIP Wealth, LLC · 560 positions · $3.5B

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TickerCompanySharesValue% of portfolio
SPYSTATE STR SPDR S&P 500 ETF T503.3K$375.9M10.7%
USFRWISDOMTREE TR5.5M$278.0M7.9%
VOOVANGUARD INDEX FDS273.0K$187.5M5.3%
VTIVANGUARD INDEX FDS380.5K$140.8M4.0%
VTVVANGUARD INDEX FDS513.5K$111.9M3.2%
TFLOISHARES TR1.5M$77.0M2.2%
EFAISHARES TR675.6K$70.2M2.0%
VTVANGUARD INTL EQUITY INDEX F395.9K$62.1M1.8%
VEUVANGUARD INTL EQUITY INDEX F687.1K$57.5M1.6%
SPSBSPDR SERIES TRUST1.7M$52.3M1.5%
DFACDIMENSIONAL ETF TRUST1.0M$45.6M1.3%
SCHGSCHWAB STRATEGIC TR1.3M$43.2M1.2%
VEAVANGUARD TAX-MANAGED FDS586.0K$41.8M1.2%
VCITVANGUARD SCOTTSDALE FDS468.9K$38.8M1.1%
VTEBVANGUARD MUN BD FDS704.7K$35.6M1.0%
IVVISHARES TR47.1K$35.3M1.0%
BNDVANGUARD BD INDEX FDS480.0K$35.2M1.0%
SCHFSCHWAB STRATEGIC TR1.3M$35.0M1.0%
AAPLAPPLE INC121.0K$35.0M1.0%
VWOVANGUARD INTL EQUITY INDEX F568.7K$33.9M1.0%
QUSSPDR SERIES TRUST172.8K$32.3M0.9%
SPYVSPDR SERIES TRUST520.3K$31.6M0.9%
CGDVCAPITAL GROUP DIVIDEND VALUE631.5K$31.1M0.9%
SPYGSPDR SERIES TRUST261.5K$31.1M0.9%
DFAXDIMENSIONAL ETF TRUST837.4K$30.8M0.9%
CGUSCAPITAL GROUP CORE EQUITY ET677.5K$30.1M0.9%
CGGOCAPITAL GROUP GBL GROWTH EQT691.4K$29.3M0.8%
IWMISHARES TR95.9K$28.8M0.8%
VXFVANGUARD INDEX FDS115.0K$28.3M0.8%
VUGVANGUARD INDEX FDS314.7K$27.1M0.8%
ULSTSSGA ACTIVE ETF TR665.1K$26.9M0.8%
SPTMSPDR SERIES TRUST282.5K$25.7M0.7%
SUBISHARES TR239.4K$25.5M0.7%
—ISHARES TR831.8K$24.2M0.7%
FNDFSCHWAB STRATEGIC TR458.4K$24.2M0.7%
ACWIISHARES TR148.3K$23.3M0.7%
DOLWISDOMTREE TR301.9K$22.5M0.6%
CGCBCAPITAL GRP FIXED INCM ETF T850.2K$22.3M0.6%
DLSWISDOMTREE TR265.2K$22.2M0.6%
PYLDPIMCO ETF TR824.3K$21.9M0.6%
EEMISHARES TR312.1K$21.3M0.6%
STRLSTERLING INFRASTRUCTURE INC24.5K$20.5M0.6%
—ISHARES TR737.0K$20.1M0.6%
STIPISHARES TR178.7K$18.3M0.5%
DFUVDIMENSIONAL ETF TRUST317.9K$17.5M0.5%
NVDANVIDIA CORPORATION79.1K$15.8M0.4%
VGTVANGUARD WORLD FD132.2K$15.8M0.4%
PHYSSPROTT ASSET MANAGEMENT LP515.0K$15.5M0.4%
MSFTMICROSOFT CORP41.1K$15.3M0.4%
IBTHISHARES TR666.1K$14.9M0.4%
REETISHARES TR520.9K$14.4M0.4%
BNDXVANGUARD CHARLOTTE FDS274.8K$13.3M0.4%
SLYVSPDR SERIES TRUST122.0K$13.3M0.4%
MUBISHARES TR123.4K$13.3M0.4%
AMZNAMAZON COM INC53.9K$12.9M0.4%
EFVISHARES TR166.4K$12.7M0.4%
IAGGISHARES TR247.5K$12.5M0.4%
SPYMSPDR SERIES TRUST139.3K$12.2M0.3%
DNLWISDOMTREE TR258.7K$11.9M0.3%
VVVANGUARD INDEX FDS34.6K$11.9M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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