Bip Wealth, LLC Portfolio Holdings

Bip Wealth, LLC

  • $2.64 Billion
  • Q4 2025

Bip Wealth, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.64 Billion distributed in 456 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 $346M, Wisdomtree Floating Rate Treas with a value of $267M, Vanguard Index Fds S&P 500 ETF with a value of $155M, Vanguard Total Stock Market Et with a value of $113M, and Vanguard Value ETF with a value of $91.8M.

Examining the 13F form we can see an decrease of $82.4M in the current position value, from $2.72B to 2.64B.

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 $2.64 Billion
ETFs: $2.3 Billion
Technology: $90.5 Million
Financial Services: $55.1 Million
Industrials: $40.2 Million
Consumer Cyclical: $28.5 Million
Healthcare: $22.7 Million
Communication Services: $19.8 Million
Consumer Defensive: $18.6 Million
Other: $25.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$28.7 Million 1.09% of portfolio
107,220
Q4 2025 Added 39.62%
$3.78T
$17.5 Million 0.66% of portfolio
34,577
Q4 2025 Added 69.6%
$0
$15.3 Million 0.58% of portfolio
491,350
Q4 2025 Added 335.19%
$465B
$13.5 Million 0.51% of portfolio
72,139
Q4 2025 Added 19.8%
$10.3B
$13.2 Million 0.5% of portfolio
39,036
Q4 2025 Reduced 20.82%
$2.39T
$11.1 Million 0.42% of portfolio
47,156
Q4 2025 Added 72.4%
$662B
$8.59 Million 0.33% of portfolio
16,873
Q4 2025 Added 73.54%
$367B
$7.67 Million 0.29% of portfolio
21,411
Q4 2025 Added 5.5%
$1.65T
$6.28 Million 0.24% of portfolio
22,728
Q4 2025 Added 84.11%
$72.3B
$6.37 Million 0.24% of portfolio
55,723
Q4 2025 Added 348.29%
$306B
$5.26 Million 0.2% of portfolio
74,425
Q4 2025 Added 81.32%
$1.37T
$4.95 Million 0.19% of portfolio
8,125
Q4 2025 Added 114.66%
$3.55B
$5.1 Million 0.19% of portfolio
219,821
Q3 2025 Added 0.03%
$881B
$4.63 Million 0.18% of portfolio
15,411
Q4 2025 Added 111.4%
$490B
$4.52 Million 0.17% of portfolio
38,384
Q4 2025 Added 78.84%
$139B
$4.38 Million 0.17% of portfolio
12,773
Q4 2025 Added 31.42%
$279B
$4.07 Million 0.15% of portfolio
39,568
Q4 2025 Added 86.91%
$1.29T
$3.95 Million 0.15% of portfolio
9,649
Q4 2025 Added 4.76%
$971B
$3.75 Million 0.14% of portfolio
3,673
Q4 2025 Added 161.42%
$183B
$3.37 Million 0.13% of portfolio
9,872
Q4 2025 Added 808.19%
$404B
$3.04 Million 0.12% of portfolio
3,334
Q4 2025 Added 92.94%
$303B
$2.85 Million 0.11% of portfolio
18,415
Q4 2025 Added 114.75%
$593B
$2.78 Million 0.11% of portfolio
12,653
Q4 2025 Added 47.08%
$346B
$2.91 Million 0.11% of portfolio
19,938
Q4 2025 Added 124.4%
$522B
$2.99 Million 0.11% of portfolio
14,972
Q4 2025 Added 35.21%
$98.6B
$2.62 Million 0.1% of portfolio
28,949
Q4 2025 Added 49.71%
$342B
$2.56 Million 0.1% of portfolio
14,723
Q4 2025 Added 88.95%
$533B
$2.5 Million 0.09% of portfolio
7,687
Q4 2025 Added 70.67%
$328B
$2.28 Million 0.09% of portfolio
7,595
Q4 2025 Added 64.47%
$258B
$2.37 Million 0.09% of portfolio
13,509
Q4 2025 Added 87.18%
$20.5B
$2.08 Million 0.08% of portfolio
28,064
Q4 2025 Reduced 6.77%
$121B
$2.04 Million 0.08% of portfolio
2,425
Q4 2025 Reduced 8.87%
$49.1B
$2.08 Million 0.08% of portfolio
18,873
Q4 2025 Added 1,878.3%
$413B
$1.76 Million 0.07% of portfolio
34,203
Q4 2025 Added 45.84%
$61.4B
$1.97 Million 0.07% of portfolio
9,585
Q4 2025 Added 184.34%
$388B
$1.95 Million 0.07% of portfolio
8,106
Q4 2025 Added 138.55%
$132B
$1.46 Million 0.06% of portfolio
7,426
Q4 2025 Added 450.89%
$265B
$1.46 Million 0.06% of portfolio
1,884
Q4 2025 Added 250.19%
$237B
$1.51 Million 0.06% of portfolio
6,356
Q4 2025 Added 140.03%
$115B
$1.48 Million 0.06% of portfolio
2,762
Q4 2025 New
$10.3B
$1.6 Million 0.06% of portfolio
46,483
Q2 2025 Reduced 0.56%
$140B
$1.7 Million 0.06% of portfolio
4,811
Q4 2025 New
$68.7B
$1.63 Million 0.06% of portfolio
17,316
Q4 2025 Added 467.37%
$414B
$1.5 Million 0.06% of portfolio
6,406
Q4 2025 Added 55.26%
$319B
$1.48 Million 0.06% of portfolio
18,984
Q4 2025 Added 92.15%
$59.5B
$1.28 Million 0.05% of portfolio
28,595
Q4 2025 Added 28.91%
$111B
$1.29 Million 0.05% of portfolio
3,812
Q4 2025 Added 381.92%
$37.5B
$1.19 Million 0.05% of portfolio
20,386
Q4 2025 Added 357.09%
$92.7B
$1.31 Million 0.05% of portfolio
4,573
Q4 2025 Added 66.72%

Summary

  • Portfolio
  • No. of Stocks 456
  • Current Value $2.64 Billion
  • Prior Value $2.72 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 158 stocks
  • Additional Purchases 189 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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