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CIK: 0001590214
Total reported value
$3.5B
$3.5B
456 檔
28.0%
The Q4 2025 SEC filing reveals that BIP Wealth, LLC held a total portfolio value of $3.5B, covering 456 public equity positions.
In Q4 2025, BIP Wealth, LLC displayed an active expansion posture, initiating 21 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, USFR, VOO) accounted for 28.0% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 456 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 | 12.49% | -2.33% | +1.25% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 9.42% | -2.55% | -72.85% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.57% | +2.65% | +62.63% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.07% | -0.36% | +5.76% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.30% | -0.52% | +48.57% | |
| 6 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.67% | -0.49% | -0.13% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.18% | -0.40% | -1.05% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.05% | -1.08% | +5268.36% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.01% | -0.37% | +26.84% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.67% | -0.19% | +3.30% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.55% | -0.33% | +12.51% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.13% | +1.13% | +1.08% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.13% | +1.01% | NEW | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.07% | +0.11% | +32.73% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.03% | +1.00% | NEW | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.03% | +0.01% | +39.62% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.98% | -0.09% | -2.50% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-Other | 0.97% | -0.26% | +12360.20% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | +0.28% | +3.50% | |
| 20 | CGUS | Cap Group Core Equity | ETF-Other | 0.94% | -0.22% | +12313.45% | |
| 21 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 0.91% | -0.34% | +5125.80% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.85% | +0.68% | +0.04% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.84% | -0.08% | +24.68% | |
| 24 | CGGO | Cap Group Global Growth | ETF-Other | 0.83% | -0.14% | — | |
| 25 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.81% | -0.21% | +2.41% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.81% | -0.04% | -3.77% | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.79% | -0.07% | +0.78% | |
| 28 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 0.79% | -0.25% | — | |
| 29 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.77% | -0.23% | +0.56% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.76% | -0.05% | +9.14% | |
| 31 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 0.72% | -0.17% | +0.80% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | -0.47% | +189.90% | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.67% | +0.31% | +4.06% | |
| 34 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.67% | +0.18% | — | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.63% | -0.63% | +3027.22% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.32% | +41.94% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.59% | -0.06% | +1.63% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.01% | +69.60% | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.59% | +0.01% | +41.49% | |
| 40 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.59% | -0.46% | +2643.98% | |
| 41 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.57% | -0.29% | +335.19% | |
| 42 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.56% | -0.39% | — | |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.53% | -0.13% | +4.91% | |
| 44 | CGCB | Cap Group Core Bond | ETF-Other | 0.48% | -0.06% | — | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.02% | +19.80% | |
| 46 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.47% | -0.06% | +2.57% | |
| 47 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.44% | -0.04% | — | |
| 48 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.43% | +0.38% | NEW | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.43% | +0.40% | -5.69% | |
| 50 | REET | Ishares Global Reit ETF | ETF-Other | 0.43% | -0.07% | +3.16% |
According to official SEC Form 13F filings, BIP Wealth, LLC reported a total U.S. public equity portfolio value of $3.5B across 456 disclosed positions in Q4 2025.
During Q4 2025, BIP Wealth, LLC's top holdings by market value included SPY (12.5%)、USFR (9.4%)、VOO (5.6%). The largest single position, SPY, represented 12.5% of total portfolio value.
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Top New Position Initiated
CGGO
市值: $23.7M
Top Position Liquidated / Trimmed
USFR
前期市值: $258.4M
In Q4 2025, BIP Wealth, LLC made 50 total portfolio adjustments, initiating 21 new buys, adding to 27 positions, trimming 2 holdings, and fully liquidating 0 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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