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.
