13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001590214
Total reported value
$3.5B
$3.5B
285 檔
23.3%
The Q1 2025 SEC filing reveals that BIP Wealth, LLC held a total portfolio value of $3.5B, covering 285 public equity positions.
In Q1 2025, BIP Wealth, LLC displayed an active expansion posture, initiating 2 new positions and adding to 33 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, USFR, TFLO) accounted for 23.3% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 19.52% | -2.33% | +1.91% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 18.92% | -2.55% | +1.23% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 5.99% | -0.49% | +15.47% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.24% | -0.36% | +7.40% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.82% | -0.52% | -2.36% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.47% | -0.40% | +0.37% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.52% | -0.19% | +4.36% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.51% | -0.37% | +5.94% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.75% | -0.09% | -8.04% | |
| 10 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.43% | -0.21% | +7.69% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.28% | -0.04% | +1.79% | |
| 12 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.22% | -0.23% | +2.56% | |
| 13 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 1.16% | -0.17% | +1.16% | |
| 14 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.14% | -0.33% | +4.78% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.05% | -0.07% | +8.47% | |
| 16 | HHDS | Highlands Reit Inc | Stock-Other | 0.95% | — | — | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.92% | +0.28% | -3.62% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.01% | -2.14% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.87% | -0.06% | +0.64% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.80% | -0.13% | +4.69% | |
| 21 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.72% | -0.08% | -13.63% | |
| 22 | REET | Ishares Global Reit ETF | ETF-Other | 0.71% | -0.07% | +6.85% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.68% | -0.10% | +1.85% | |
| 24 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.66% | -0.06% | +4.95% | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.64% | -0.06% | +14.48% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | -0.08% | +172.64% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | -0.05% | +116.36% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 0.61% | -0.07% | -0.83% | |
| 29 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 0.58% | -0.06% | -2.23% | |
| 30 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.56% | -0.07% | +3.28% | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.53% | +0.01% | -1.54% | |
| 32 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.51% | -0.07% | +9.11% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.32% | -3.59% | |
| 34 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.49% | -0.05% | +4.62% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.47% | +0.01% | -8.24% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.47% | -0.03% | -5.91% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.01% | -0.40% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.42% | -0.47% | +1.04% | |
| 39 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.40% | -0.03% | -7.89% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.39% | -0.06% | -4.06% | |
| 41 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.36% | +0.01% | +0.29% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.34% | -0.01% | +3.12% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.01% | -0.03% | |
| 44 | VRRM | Verra Mobility CORP | Stock-Other | 0.32% | +0.01% | NEW | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.32% | +0.11% | +15.86% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.28% | +0.08% | +22.73% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.05% | +0.57% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.03% | -0.38% | |
| 49 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.24% | -0.04% | +3.20% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | — | -2.71% |
According to official SEC Form 13F filings, BIP Wealth, LLC reported a total U.S. public equity portfolio value of $3.5B across 285 disclosed positions in Q1 2025.
During Q1 2025, BIP Wealth, LLC's top holdings by market value included SPY (19.5%)、USFR (18.9%)、TFLO (6.0%). The largest single position, SPY, represented 19.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
HHDS
市值: $14.6M
Top Position Liquidated / Trimmed
ADBE
前期市值: $440.2K
In Q1 2025, BIP Wealth, LLC made 48 total portfolio adjustments, initiating 2 new buys, adding to 33 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.