Bip Wealth, Llc Portfolio Stock Holdings
Bip Wealth, Llc disclosed 453 stock positions valued at approximately $2.5 billion in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, WISDOMTREE TR, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 453
- Portfolio Value
- $2.5B
Holdings by Sector
Bip Wealth, Llc Portfolio Holdings in Q1 2026
429 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 12.99% | 491,129 | -27,922 | -5.38% | $319,400,595 |
| WISDOMTREE TR | USFR | Other | 10.44% | 5,099,716 | -206,342 | -3.89% | $256,719,664 |
| VANGUARD INDEX FDS | VTI | Other | 4.36% | 334,403 | -9,668 | -2.81% | $107,279,752 |
| VANGUARD INDEX FDS | VTV | Other | 3.69% | 461,873 | -28,390 | -5.79% | $90,619,398 |
| ISHARES TR | TFLO | Other | 2.68% | 1,303,001 | -194,556 | -12.99% | $65,970,956 |
| VANGUARD INDEX FDS | VOO | Other | 2.67% | 109,676 | -141,952 | -56.41% | $65,536,805 |
| ISHARES TR | EFA | Other | 2.39% | 605,879 | -36,758 | -5.72% | $58,849,027 |
| SCHWAB STRATEGIC TR | SCHG | Other | 2.31% | 1,946,533 | +167,030 | +9.39% | $56,702,518 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 2.13% | 379,038 | -25,408 | -6.28% | $52,428,505 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.82% | 596,151 | -45,223 | -7.05% | $44,770,937 |
| SPDR SERIES TRUST | SPSB | Other | 1.81% | 1,478,176 | +27,514 | +1.90% | $44,448,758 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 1.14% | 659,184 | +29,944 | +4.76% | $28,041,687 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 1.08% | 690,410 | +30,635 | +4.64% | $26,525,553 |
| SPDR SERIES TRUST | SPYV | Other | 0.99% | 431,762 | -55,227 | -11.34% | $24,429,055 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.99% | 294,016 | -66,780 | -18.51% | $24,329,787 |
| APPLE INC | AAPL | Technology | 0.98% | 94,634 | -12,586 | -11.74% | $24,017,028 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 0.97% | 715,977 | +33,250 | +4.87% | $23,892,153 |
| SSGA ACTIVE ETF TR | ULST | Other | 0.97% | 588,178 | +21,195 | +3.74% | $23,821,210 |
| SPDR SERIES TRUST | SPYG | Other | 0.96% | 241,492 | +17,473 | +7.80% | $23,644,439 |
| ISHARES TR | IWM | Other | 0.86% | 85,336 | -7,900 | -8.47% | $21,163,394 |
| WISDOMTREE TR | DLS | Other | 0.86% | 259,514 | -11,372 | -4.20% | $21,150,422 |
| VANGUARD INDEX FDS | VUG | Other | 0.82% | 46,349 | +2,085 | +4.71% | $20,244,741 |
| WISDOMTREE TR | DOL | Other | 0.81% | 292,888 | -18,101 | -5.82% | $19,912,405 |
| SPDR SERIES TRUST | SPTM | Other | 0.80% | 247,384 | -23,158 | -8.56% | $19,558,159 |
| VANGUARD STAR FDS | VXUS | Other | 0.77% | 246,586 | +9,668 | +4.08% | $19,014,222 |
| SPDR SERIES TRUST | QUS | Other | 0.74% | 106,132 | -2,413 | -2.22% | $18,216,530 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.74% | 84,482 | -6,847 | -7.50% | $18,168,637 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 0.73% | 506,722 | +15,372 | +3.13% | $17,958,216 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | Other | 0.69% | 643,490 | +134,809 | +26.50% | $16,898,048 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.68% | 310,361 | -191,059 | -38.10% | $16,775,036 |
| ISHARES TR | IVV | Other | 0.68% | 25,595 | -186 | -0.72% | $16,718,848 |
| ISHARES TR | EEM | Other | 0.67% | 289,397 | -18,435 | -5.99% | $16,434,880 |
| PIMCO ETF TR | PYLD | Other | 0.66% | 619,973 | +148,749 | +31.57% | $16,243,280 |
| ISHARES TR | ACWI | Other | 0.65% | 116,150 | -2,028 | -1.72% | $16,071,659 |
| ISHARES TR | STIP | Other | 0.65% | 154,557 | +7,950 | +5.42% | $15,985,829 |
| FIRST TR EXCHANGE-TRADED ALP | FEX | Other | 0.63% | 127,052 | -5,667 | -4.27% | $15,491,161 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.57% | 34,550 | -4,486 | -11.49% | $14,071,342 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.56% | 282,450 | -3,585 | -1.25% | $13,687,524 |
| FIRST TR EXCHANGE-TRADED FD | QQEW | Other | 0.55% | 107,214 | -9,515 | -8.15% | $13,613,333 |
| ISHARES TR | IBTG | Other | 0.49% | 530,035 | +68,125 | +14.75% | $12,145,753 |
| ISHARES TR | REET | Other | 0.48% | 469,217 | -14,580 | -3.01% | $11,800,794 |
| ISHARES TR | EFV | Other | 0.46% | 151,649 | -6,905 | -4.35% | $11,275,118 |
| MICROSOFT CORP | MSFT | Technology | 0.44% | 29,424 | -5,153 | -14.90% | $10,891,901 |
| SPDR SERIES TRUST | SLYV | Other | 0.44% | 115,051 | -11,293 | -8.94% | $10,881,529 |
| ISHARES TR | IAGG | Other | 0.43% | 211,618 | +2,648 | +1.27% | $10,589,366 |
| NVIDIA CORPORATION | NVDA | Technology | 0.43% | 59,981 | -12,158 | -16.85% | $10,460,661 |
| ISHARES TR | SUB | Other | 0.41% | 95,672 | -82,337 | -46.25% | $10,189,099 |
| VANGUARD INDEX FDS | VV | Other | 0.41% | 33,958 | -1,416 | -4.00% | $10,148,367 |
| ISHARES INC | EMXC | Other | 0.41% | 127,360 | +8,364 | +7.03% | $10,018,129 |
| WISDOMTREE TR | DNL | Other | 0.40% | 242,369 | -12,003 | -4.72% | $9,784,438 |
| AMERICAN CENTY ETF TR | AVGE | Other | 0.39% | 108,447 | +4,651 | +4.48% | $9,545,543 |
| ISHARES TR | MUB | Other | 0.39% | 89,537 | -37 | -0.04% | $9,504,327 |
| JANUS DETROIT STR TR | JAAA | Other | 0.38% | 186,725 | -49,368 | -20.91% | $9,405,315 |
| SPDR SERIES TRUST | SPLG | Other | 0.38% | 122,340 | -8,063 | -6.18% | $9,363,874 |
| WISDOMTREE TR | DGS | Other | 0.38% | 154,391 | -19,688 | -11.31% | $9,278,933 |
| ISHARES TR | IBTH | Other | 0.37% | 408,299 | +94,569 | +30.14% | $9,158,150 |
| ISHARES TR | IBHF | Other | 0.37% | 398,864 | +29,394 | +7.96% | $9,153,940 |
| SPDR SERIES TRUST | SLYG | Other | 0.37% | 94,244 | -1,380 | -1.44% | $9,105,869 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.36% | 42,491 | -4,665 | -9.89% | $8,849,564 |
| ISHARES TR | ITOT | Other | 0.33% | 57,652 | +4,131 | +7.72% | $8,211,354 |
| FIRST TR EXCHNG TRADED FD VI | YMAR | Other | 0.33% | 298,593 | +298,593 | +100.00% | $8,167,175 |
| WISDOMTREE TR | DES | Other | 0.31% | 213,769 | -13,512 | -5.95% | $7,682,844 |
| VANGUARD INDEX FDS | VB | Other | 0.30% | 28,381 | -1,348 | -4.53% | $7,433,534 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.30% | 15,457 | -1,416 | -8.39% | $7,407,211 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.27% | 147,908 | -27,962 | -15.90% | $6,751,986 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.26% | 19,404 | -2,007 | -9.37% | $6,381,689 |
| VANGUARD INDEX FDS | VBR | Other | 0.23% | 26,348 | -3,472 | -11.64% | $5,724,018 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.23% | 38,520 | -7,064 | -15.50% | $5,704,879 |
| ALPHABET INC | GOOGL | Communication Services | 0.23% | 19,436 | -3,292 | -14.48% | $5,589,238 |
| SPDR INDEX SHS FDS | EWX | Other | 0.23% | 83,823 | -11,779 | -12.32% | $5,542,371 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 0.22% | 76,715 | +15,816 | +25.97% | $5,529,587 |
| COCA COLA CO | KO | Consumer Defensive | 0.22% | 72,634 | -1,791 | -2.41% | $5,523,784 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.22% | 153,699 | +24,043 | +18.54% | $5,488,589 |
| EXXON MOBIL CORP | XOM | Energy | 0.22% | 31,830 | -6,554 | -17.07% | $5,400,337 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.22% | 72,356 | +38,254 | +112.18% | $5,338,457 |
| INNOVATOR ETFS TRUST | IJAN | Other | 0.21% | 143,126 | +41,681 | +41.09% | $5,192,623 |
| ISHARES TR | IBTI | Other | 0.21% | 229,954 | -8,173 | -3.43% | $5,124,074 |
| SPDR SERIES TRUST | SPYD | Other | 0.21% | 110,983 | -4,192 | -3.64% | $5,051,953 |
| WALMART INC | WMT | Consumer Defensive | 0.19% | 38,199 | -1,369 | -3.46% | $4,747,362 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.18% | 115,218 | +13,978 | +13.81% | $4,544,197 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.18% | 127,257 | +29,006 | +29.52% | $4,459,060 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.18% | 55,321 | +5,844 | +11.81% | $4,385,271 |
| AFLAC INC | AFL | Financial Services | 0.17% | 38,889 | -16,834 | -30.21% | $4,266,511 |
| SPDR INDEX SHS FDS | GWX | Other | 0.17% | 99,648 | -16,498 | -14.20% | $4,208,141 |
| META PLATFORMS INC | META | Communication Services | 0.16% | 7,074 | -1,051 | -12.94% | $4,047,542 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.15% | 12,929 | -2,482 | -16.11% | $3,803,316 |
| VANECK ETF TRUST | NLR | Other | 0.15% | 28,312 | +3,375 | +13.53% | $3,770,864 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 0.15% | 22,884 | +1,556 | +7.30% | $3,743,325 |
| INVESCO QQQ TR | QQQ | Other | 0.15% | 6,461 | +1,117 | +20.90% | $3,728,928 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.15% | 109,210 | +7,780 | +7.67% | $3,697,842 |
| ISHARES TR | IBTJ | Other | 0.15% | 165,256 | -19,218 | -10.42% | $3,609,693 |
| ARK ETF TR | ARKQ | Other | 0.14% | 30,909 | +343 | +1.12% | $3,475,667 |
| ALPHABET INC | GOOG | Communication Services | 0.14% | 11,813 | -3,116 | -20.87% | $3,388,779 |
| ETF SER SOLUTIONS | QTUM | Other | 0.14% | 31,148 | -111 | -0.36% | $3,342,165 |
| INNOVATOR ETFS TRUST | NJUL | Other | 0.14% | 46,502 | -1,665 | -3.46% | $3,320,918 |
| EXCHANGE TRADED CONCEPTS TRU | ROBO | Other | 0.13% | 48,172 | +2,841 | +6.27% | $3,296,400 |
| INNOVATOR ETFS TRUST | IJUL | Other | 0.13% | 97,426 | -247,004 | -71.71% | $3,288,147 |
| FIRST TR EXCHANGE-TRADED FD | FIW | Other | 0.13% | 31,566 | +926 | +3.02% | $3,255,421 |
| ARK 21SHARES BITCOIN ETF | ARKB | Other | 0.13% | 143,874 | +4,213 | +3.02% | $3,235,724 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.13% | 90,951 | +18,113 | +24.87% | $3,231,473 |