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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001590214
Total reported value
$3.5B
$3.5B
310 檔
24.9%
During the Q3 2025 filing period, BIP Wealth, LLC (CIK: 0001590214) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.5B across 310 reported positions.
In Q3 2025, BIP Wealth, LLC displayed an active expansion posture, initiating 3 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 310 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 | 16.87% | -2.33% | -3.00% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 12.76% | -2.55% | +257.00% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.27% | -0.36% | +5.51% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.68% | +2.65% | +2518.45% | |
| 5 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.75% | -0.49% | -17.30% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.04% | -0.52% | -4.58% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.00% | -0.40% | +0.81% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.19% | -0.19% | -1.12% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.17% | -0.37% | -3.71% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.93% | -0.33% | +82.88% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.51% | +1.13% | +2654.22% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.40% | +1.01% | NEW | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.37% | -0.09% | -2.88% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.30% | +0.28% | +60.30% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.21% | +1.00% | NEW | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.18% | +0.68% | +594.05% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.16% | -0.04% | -0.92% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.13% | +0.11% | +214.11% | |
| 19 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.11% | -0.21% | +2.62% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.07% | -0.07% | +3.11% | |
| 21 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.06% | -0.23% | -1.94% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.97% | +0.01% | +24.63% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.96% | -0.05% | +7.13% | |
| 24 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 0.95% | -0.17% | -0.01% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.93% | -0.08% | +18.39% | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 0.90% | +0.31% | +338.56% | |
| 27 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.83% | +0.01% | +8.67% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.80% | -0.06% | +1.46% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.71% | -0.13% | +14.47% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | +0.40% | +1134.68% | |
| 31 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.62% | -0.06% | +8.94% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.32% | +21.31% | |
| 33 | REET | Ishares Global Reit ETF | ETF-Other | 0.59% | -0.07% | +4.63% | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.58% | -0.06% | -5.76% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.57% | +0.01% | +12.06% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.02% | +112.43% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-Other | 0.54% | -0.07% | -1.51% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.53% | +0.38% | NEW | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.52% | -0.10% | -6.68% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.01% | +36.13% | |
| 41 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.52% | -0.08% | -10.22% | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.51% | -0.07% | +12.48% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.03% | +48.78% | |
| 44 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 0.49% | -0.06% | +0.73% | |
| 45 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.43% | -0.05% | -0.03% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.01% | +3.13% | |
| 47 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.39% | -0.07% | -6.80% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.39% | -0.03% | -4.18% | |
| 49 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.38% | -0.06% | +32.44% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.37% | -0.01% | +171.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +4.5% | +2518.45% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.5% | +2654.22% | Add |
| 3 | VXF | Vanguard Extended Market ETF | +1% | +594.05% | Add |
| 4 | VCIT | Vanguard Int-term Corporate | +0.8% | +214.11% | Add |
| 5 | SPSB | Ss Spdr P St C CORP ETF | +0.8% | +82.88% | Add |
| 6 | SUB | Ishares Short-term National | +0.7% | +338.56% | Add |
| 7 | VGT | Vanguard Info Tech ETF | +0.6% | +1134.68% | Add |
| 8 | BNDX | Vanguard Total Intl Bond ETF | +0.5% | — | Add |
| 9 | STRL | Sterling Infrastructure Inc | +0.5% | +8.67% | Trim |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +60.30% | Add |
| 11 | NVDA | Nvidia CORP | +0.4% | +112.43% | Add |
| 12 | VUG | Vanguard Growth ETF | +0.4% | +7.13% | Add |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +18.39% | Add |
| 14 | MUB | Ishares National Muni Bond E | +0.3% | +171.21% | Add |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +48.78% | Add |
| 16 | MSFT | Microsoft CORP | +0.2% | +36.13% | Add |
| 17 | BSV | Vanguard Short-term Bond ETF | +0.2% | +1830.36% | Add |
| 18 | AVGE | Avantis All Eqty Mrkts ETF | +0.2% | +32.44% | Add |
| 19 | VGIT | Vanguard Intermediate-term T | +0.2% | +485.09% | Add |
| 20 | TSLA | Tesla Inc | +0.1% | +102.66% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +21.31% | Add |
| 22 | AAPL | Apple Inc | +0.1% | +24.63% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | +49.64% | Add |
| 24 | SCHF | Schwab Intl Equity ETF | +0.1% | +484.73% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +54.52% | Add |
| 26 | DFAE | Dimensional Emerging Core Eq | +0.1% | +137.62% | Add |
| 27 | AMZN | Amazon.com Inc | +0.1% | +39.34% | Add |
| 28 | ACWI | Ishares Msci Acwi ETF | 0% | +12.06% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | +5.51% | Add |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +3.11% | Add |
| 31 | VB | Vanguard Small-cap ETF | 0% | +15.25% | Add |
| 32 | DFUV | Dimensional US Marketwide Va | 0% | +8.94% | Add |
| 33 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.1% | -5.76% | Add |
| 34 | EEM | Ishares Msci Emerging Market | -0.1% | +1.46% | Trim |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | -0.1% | +14.47% | Add |
| 36 | IWM | Ishares Russell 2000 ETF | -0.1% | -0.92% | Trim |
| 37 | DLS | Wisdomtree Intl S/c Dvd Fund | -0.2% | -1.94% | Trim |
| 38 | VEU | Vanguard Ftse All-world Ex-u | -0.3% | -1.12% | Trim |
| 39 | VT | Vanguard Tot World Stk ETF | -0.3% | -3.71% | Trim |
| 40 | EFA | Ishares Msci Eafe ETF | -0.5% | +0.81% | Trim |
| 41 | VTV | Vanguard Value ETF | -0.8% | -4.58% | Trim |
| 42 | TFLO | Ishares Treasury Floating Ra | -2.2% | -17.30% | Trim |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.7% | -3.00% | Trim |
| 44 | USFR | Wisdomtree Floating Rate Tre | -6.2% | +257.00% | Add |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 46 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 47 | HHDS | Highlands Reit Inc | — | EXIT | Sold out |
| 48 | SSB | Southstate Bank CORP | — | NEW | New buy |
| 49 | SSBUSD | Southstate Bank CORP | — | EXIT | Sold out |
| 50 | SW | Smurfit Westrock Plc | — | EXIT | Sold out |
According to official SEC Form 13F filings, BIP Wealth, LLC reported a total U.S. public equity portfolio value of $3.5B across 310 disclosed positions in Q3 2025.
During Q3 2025, BIP Wealth, LLC's top holdings by market value included SPY (16.9%)、USFR (12.8%)、VTI (5.3%). The largest single position, SPY, represented 16.9% 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 24.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VTEB
市值: $28.4M
Top Position Liquidated / Trimmed
HHDS
前期市值: $14.6M
In Q3 2025, BIP Wealth, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 10 holdings, and fully liquidating 3 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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