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CIK: 0001590214
Total reported value
$3.5B
$3.5B
283 檔
24.1%
According to the latest 13F quarterly dataset, BIP Wealth, LLC managed an equity portfolio of $3.5B at the end of Q2 2025, spanning 283 distinct U.S. exchange-listed positions.
In Q2 2025, BIP Wealth, LLC displayed an active expansion posture, initiating 2 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 283 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 | 20.12% | -2.33% | -1.27% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 16.97% | -2.55% | -5.06% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.77% | -0.36% | +5.48% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 5.66% | -0.49% | +0.01% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.77% | -0.52% | +1.97% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.55% | -0.40% | -1.12% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.62% | -0.37% | -0.17% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.60% | -0.19% | -1.51% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.66% | -0.09% | -2.02% | |
| 10 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.35% | -0.21% | +0.11% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.31% | -0.33% | +21.78% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.30% | -0.04% | -0.61% | |
| 13 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.27% | -0.23% | -2.92% | |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.20% | -0.07% | +9.82% | |
| 15 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 1.13% | -0.17% | -4.79% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.02% | -0.05% | +49.96% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.92% | +0.28% | -3.47% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.89% | -0.08% | +28.93% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.89% | -0.06% | -1.85% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.01% | +1.64% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.77% | -0.13% | +2.72% | |
| 22 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.70% | -0.08% | -10.21% | |
| 23 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.69% | -0.06% | +12.13% | |
| 24 | REET | Ishares Global Reit ETF | ETF-Other | 0.68% | -0.07% | -0.74% | |
| 25 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.67% | -0.06% | +4.41% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.65% | -0.10% | -5.00% | |
| 27 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.64% | +0.01% | -8.06% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 0.64% | -0.07% | -0.46% | |
| 29 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 0.60% | -0.06% | -3.38% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.59% | +0.01% | +6.72% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.32% | +9.60% | |
| 32 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.56% | -0.07% | +3.24% | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.51% | -0.05% | +3.28% | |
| 34 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.49% | -0.07% | +2.56% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.48% | -0.03% | -3.32% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.01% | +6.96% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.01% | +5.42% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.44% | +0.11% | +45.16% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | +0.01% | -4.52% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.40% | -0.47% | -2.68% | |
| 41 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.38% | -0.03% | -8.02% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.03% | +45.39% | |
| 43 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.35% | -0.06% | -2.01% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | -0.01% | +0.73% | |
| 45 | VRRM | Verra Mobility CORP | Stock-Other | 0.34% | +0.01% | NEW | |
| 46 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.34% | -0.06% | +49.51% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.29% | +0.08% | +6.83% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.02% | +3.17% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | — | +6.92% | |
| 50 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.26% | -0.04% | +1.18% |
According to official SEC Form 13F filings, BIP Wealth, LLC reported a total U.S. public equity portfolio value of $3.5B across 283 disclosed positions in Q2 2025.
During Q2 2025, BIP Wealth, LLC's top holdings by market value included SPY (20.1%)、USFR (17.0%)、VTI (5.8%). The largest single position, SPY, represented 20.1% 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.
In terms of portfolio concentration, the top 5 core holdings (including SPY, USFR, VTI) accounted for 24.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
DUHP
市值: $626.1K
Top Position Liquidated / Trimmed
HHDS
前期市值: $14.6M
In Q2 2025, BIP Wealth, LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 32 positions, trimming 14 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.
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