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 Market Cap. of $200 Billions or more
