Bip Wealth, LLC Incresed Positions in Q4 2025

Bip Wealth, LLC

  • $2.64 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
96.9K
+ 62.63%
$600.51 - $631.95 $58.2M - $61.2M
252K $155M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.75M
+ 5268.36%
$31.41 - $33.69 $54.9M - $58.8M
1.78M $57.4M
VTV
Vanguard Value ETF

ETFs
160K
+ 48.57%
$182.87 - $189.72 $29.3M - $30.4M
490K $91.8M
CGDV
Capital Group Divid Value ETF

ETFs
624K
+ 12360.2%
$41.33 - $43.47 $25.8M - $27.1M
629K $27M
CGUS
Capital Group Core Equity ETF
654K
+ 12313.45%
$38.81 - $40.67 $25.4M - $26.6M
660K $26.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
229K
+ 3027.22%
$72.17 - $75.74 $16.6M - $17.4M
237K $17.8M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
112K
+ 2643.98%
$138.52 - $146.24 $15.6M - $16.4M
117K $16.3M
VT
Vanguard Total World Stk Index

ETFs
85.6K
+ 26.84%
$135.16 - $141.78 $11.6M - $12.1M
404K $56.3M
PHYS
Sprott Physical Gold Trust

Financial Services
378K
+ 335.19%
$29.62 - $33.31 $11.2M - $12.6M
491K $15.3M
VIG
Vanguard Dividend Appreciation

ETFs
59.8K
+ 189.9%
N/A
91.3K $16.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
89K
+ 32.73%
$83.45 - $84.82 $7.42M - $7.55M
361K $30.1M
MSFT
Microsoft Corp

Technology
14.2K
+ 69.6%
$496.82 - $542.07 $7.05M - $7.69M
34.6K $17.5M
VTI
Vanguard Total Stock Market Et

ETFs
18.7K
+ 5.76%
$321.8 - $337.95 $6.03M - $6.33M
344K $113M
ITOT
Ishares Core S&P Total U.S. St

ETFs
37.9K
+ 243.66%
$142.79 - $150.05 $5.42M - $5.69M
53.5K $7.83M
IVV
Ishares Core S&P 500 ETF

ETFs
7.62K
+ 41.94%
$656.2 - $690.71 $5M - $5.26M
25.8K $17.4M
AMZN
Amazon Com Inc

Consumer Cyclical
19.8K
+ 72.4%
$213.04 - $254.0 $4.22M - $5.03M
47.2K $11.1M
ACWI
Ishares Msci Acwi ETF

ETFs
34.7K
+ 41.49%
$135.71 - $142.56 $4.7M - $4.94M
118K $16.6M
AFL
Aflac Inc

Financial Services
43.3K
+ 348.29%
$105.7 - $115.01 $4.58M - $4.98M
55.7K $6.37M
SPSB
Spdr Portfolio Short Term Corp

ETFs
161K
+ 12.51%
$30.13 - $30.32 $4.86M - $4.89M
1.45M $43.8M
SPYG
Spdr Portfolio

ETFs
44.3K
+ 24.68%
$102.4 - $109.39 $4.54M - $4.85M
224K $23.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
64.1K
+ 19.44%
$74.09 - $75.1 $4.75M - $4.81M
394K $29.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.42K
+ 1.25%
$653.02 - $687.39 $4.19M - $4.41M
519K $346M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.15K
+ 73.54%
$475.68 - $513.11 $3.4M - $3.67M
16.9K $8.59M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
69.8K
+ 12.32%
$49.98 - $50.59 $3.49M - $3.53M
636K $32M
GOOGL
Alphabet Inc.

Communication Services
10.4K
+ 84.11%
$236.57 - $291.31 $2.46M - $3.02M
22.7K $6.28M
AMGN
Amgen Inc

Healthcare
8.79K
+ 808.19%
$290.13 - $341.71 $2.55M - $3M
9.87K $3.37M
LLY
Eli Lilly & CO

Healthcare
2.27K
+ 161.42%
$799.57 - $1025.28 $1.81M - $2.33M
3.67K $3.75M
KO
Coca Cola CO

Consumer Defensive
33.4K
+ 81.32%
$66.1 - $71.61 $2.21M - $2.39M
74.4K $5.26M
VEU
Vanguard Ftse All World Ex Us

ETFs
20.5K
+ 3.3%
$70.2 - $73.89 $1.44M - $1.51M
641K $46.8M
JPM
Jpmorgan Chase & CO

Financial Services
8.12K
+ 111.4%
$294.11 - $320.41 $2.39M - $2.6M
15.4K $4.63M
NVDA
Nvidia Corp

Technology
11.9K
+ 19.8%
$179.83 - $207.04 $2.14M - $2.47M
72.1K $13.5M
META
Meta Platforms, Inc.

Communication Services
4.34K
+ 114.66%
$609.01 - $751.67 $2.64M - $3.26M
8.13K $4.95M
XOM
Exxon Mobil Corp

Energy
16.9K
+ 78.84%
$110.64 - $119.78 $1.87M - $2.03M
38.4K $4.52M
MUB
Ishares National Muni Bond ETF

ETFs
18.4K
+ 25.89%
$106.36 - $107.61 $1.96M - $1.98M
89.6K $9.58M
GOOG
Alphabet Inc.

Communication Services
5.5K
+ 58.33%
$237.49 - $291.74 $1.31M - $1.6M
14.9K $4.26M
VUG
Vanguard Growth ETF

ETFs
3.71K
+ 9.14%
$470.44 - $504.26 $1.74M - $1.87M
44.3K $21.4M
BNDX
Vanguard Total International B

ETFs
38.4K
+ 17.85%
$49.3 - $49.91 $1.89M - $1.92M
254K $12.5M
WMT
Walmart Inc.

Consumer Defensive
18.4K
+ 86.91%
$101.18 - $109.03 $1.86M - $2.01M
39.6K $4.07M
DFSV
Dimensional ETF Tr Dimensional

ETFs
51.2K
+ 108.73%
$30.55 - $32.35 $1.56M - $1.66M
98.3K $3.09M
PG
Procter & Gamble CO

Consumer Defensive
11.1K
+ 124.4%
$145.5 - $153.18 $1.61M - $1.69M
19.9K $2.91M
CVX
Chevron Corp

Energy
9.84K
+ 114.75%
$148.9 - $157.72 $1.47M - $1.55M
18.4K $2.85M
COST
Costco Wholesale Corp

Consumer Defensive
1.61K
+ 92.94%
$910.94 - $954.99 $1.46M - $1.53M
3.33K $3.04M
AMD
Advanced Micro Devices Inc

Technology
4.71K
+ 138.55%
$164.01 - $264.33 $772K - $1.24M
8.11K $1.95M
UPS
United Parcel Service Inc

Industrials
14.3K
+ 467.37%
$82.87 - $97.4 $1.18M - $1.39M
17.3K $1.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.15K
+ 67.47%
$589.5 - $635.77 $1.27M - $1.37M
5.34K $3.23M
XLK
Technology Sector Spdr

ETFs
4.41K
+ 103.69%
$278.39 - $304.13 $1.23M - $1.34M
8.66K $2.49M
PANW
Palo Alto Networks Inc

Technology
6.21K
+ 184.34%
$204.77 - $221.38 $1.27M - $1.38M
9.59K $1.97M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17K
+ 3.5%
$52.54 - $55.77 $891K - $946K
501K $27.5M
DFAE
Dimensional ETF Tr

ETFs
35.7K
+ 54.38%
$30.74 - $33.05 $1.1M - $1.18M
101K $3.3M
Activity Summary
Buys All Purchases 347 New Holdings 158 Increased Positions 189 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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