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CIK: 0001590214
Total reported value
$3.5B
$3.5B
453 檔
23.8%
In Q1 2026, BIP Wealth, LLC's U.S. equity holdings reached a combined market value of $3.5B, distributed across 453 disclosed stock positions.
In Q1 2026, BIP Wealth, LLC adopted a defensive or profit-taking posture, trimming 107 positions and completely liquidating 23 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPY, USFR, VTI) accounted for 23.8% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 453 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 | 12.99% | -2.33% | -5.38% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 10.44% | -2.55% | -3.89% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.36% | -0.36% | -2.81% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.69% | -0.52% | -5.79% | |
| 5 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.68% | -0.49% | -12.99% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.67% | +2.65% | -56.41% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.39% | -0.40% | -5.72% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.31% | -1.08% | +9.39% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.13% | -0.37% | -6.28% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.82% | -0.19% | -7.05% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.81% | -0.33% | +1.90% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-Other | 1.14% | -0.26% | +4.76% | |
| 13 | CGUS | Cap Group Core Equity | ETF-Other | 1.08% | -0.22% | +4.64% | |
| 14 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 1.03% | -0.34% | -1.79% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.99% | -0.09% | -11.34% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.99% | +0.11% | -18.51% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.98% | +0.01% | -11.74% | |
| 18 | CGGO | Cap Group Global Growth | ETF-Other | 0.97% | -0.14% | +4.87% | |
| 19 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.97% | -0.21% | +3.74% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.96% | -0.08% | +7.80% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.86% | -0.04% | -8.47% | |
| 22 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.86% | -0.23% | -4.20% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.82% | -0.05% | +4.71% | |
| 24 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 0.82% | -0.25% | -8.99% | |
| 25 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 0.81% | -0.17% | -5.82% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.80% | -0.07% | -8.56% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.77% | -0.63% | +4.08% | |
| 28 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.74% | +0.18% | -2.22% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.47% | -7.50% | |
| 30 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.73% | -0.29% | +3.13% | |
| 31 | CGCB | Cap Group Core Bond | ETF-Other | 0.69% | -0.06% | +26.50% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.68% | +0.28% | -38.10% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.32% | -0.72% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.67% | -0.06% | -5.99% | |
| 35 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.66% | -0.04% | +31.57% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.65% | +0.01% | -1.72% | |
| 37 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.65% | -0.13% | +5.42% | |
| 38 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.63% | -0.39% | -4.27% | |
| 39 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.57% | +0.01% | -11.49% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.56% | -0.06% | -1.25% | |
| 41 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.55% | -0.46% | -8.15% | |
| 42 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.49% | -0.23% | +14.75% | |
| 43 | REET | Ishares Global Reit ETF | ETF-Other | 0.48% | -0.07% | -3.01% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.46% | -0.10% | -4.36% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.01% | -14.90% | |
| 46 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.44% | -0.06% | -8.94% | |
| 47 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.43% | -0.07% | +1.27% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.02% | -16.85% | |
| 49 | SUB | Ishares Short-term National | ETF-Other | 0.41% | +0.31% | -46.25% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.41% | -0.07% | -4.00% |
According to official SEC Form 13F filings, BIP Wealth, LLC reported a total U.S. public equity portfolio value of $3.5B across 453 disclosed positions in Q1 2026.
During Q1 2026, BIP Wealth, LLC's top holdings by market value included SPY (13.0%)、USFR (10.4%)、VTI (4.4%). The largest single position, SPY, represented 13.0% 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
YMAR
市值: $8.2M
Top Position Liquidated / Trimmed
VTEB
前期市值: $32.0M
In Q1 2026, BIP Wealth, LLC made 199 total portfolio adjustments, initiating 26 new buys, adding to 43 positions, trimming 107 holdings, and fully liquidating 23 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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