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
$3.7B
$3.7B
560 檔
29.6%
As reported in its official Q2 2026 Form 13F filing, BIP Wealth, LLC's tracked investment portfolio stood at $3.7B with 560 total positions.
In Q2 2026, BIP Wealth, LLC displayed an active expansion posture, initiating 45 new positions and adding to 127 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, USFR, VOO) accounted for 29.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
VTEB
市值: $35.6M
Top Position Liquidated / Trimmed
ARKB
前期市值: $3.2M
Showing top 200 holdings (of 560 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 | 10.66% | +0.06% | +2.48% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 7.89% | -0.19% | +8.27% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.32% | +0.05% | +148.96% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.00% | -0.02% | +13.80% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.17% | -0.13% | +11.17% | |
| 6 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.19% | -0.54% | +16.77% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.99% | — | +11.50% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.76% | -0.10% | +4.44% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.63% | -0.06% | +15.25% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.48% | +0.10% | +17.92% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.29% | +0.01% | +1471.89% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.23% | +0.03% | -34.43% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.18% | -0.03% | +2698.25% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.10% | -0.07% | +59.47% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.01% | -0.29% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | -0.02% | +83.96% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.00% | -0.06% | — | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.99% | -0.05% | +3782.86% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.99% | +0.14% | +27.89% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.96% | -0.02% | +83.24% | |
| 21 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.92% | -0.01% | +62.81% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.90% | -0.08% | +20.50% | |
| 23 | CGDV | Cap Group Dividend Value | ETF-Other | 0.88% | -0.02% | -4.19% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.88% | — | +8.28% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.88% | +0.02% | +1586.66% | |
| 26 | CGUS | Cap Group Core Equity | ETF-Other | 0.86% | -0.02% | -1.87% | |
| 27 | CGGO | Cap Group Global Growth | ETF-Other | 0.83% | -0.06% | -3.43% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.82% | -0.07% | +12.41% | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.80% | -0.06% | +730.40% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | +0.08% | +579.05% | |
| 31 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.76% | +0.01% | +13.08% | |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.73% | -0.03% | +14.21% | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.72% | -0.05% | +150.22% | |
| 34 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 0.69% | +0.05% | -7.63% | |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.69% | -0.03% | — | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.66% | +0.05% | +27.70% | |
| 37 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 0.64% | -0.05% | +3.09% | |
| 38 | CGCB | Cap Group Core Bond | ETF-Other | 0.63% | -0.02% | +32.13% | |
| 39 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.63% | -0.06% | +2.19% | |
| 40 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.62% | -0.01% | +32.95% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.61% | -0.02% | +7.84% | |
| 42 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.58% | -0.25% | -29.14% | |
| 43 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 0.57% | — | -3.15% | |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.52% | +0.01% | +15.61% | |
| 45 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.50% | — | +12.55% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.03% | +31.90% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.45% | — | +6985.69% | |
| 48 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.44% | -0.01% | +1.64% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | +0.14% | +39.63% | |
| 50 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.42% | -0.01% | +63.14% |
According to official SEC Form 13F filings, BIP Wealth, LLC reported a total U.S. public equity portfolio value of $3.7B across 560 disclosed positions in Q2 2026.
During Q2 2026, BIP Wealth, LLC's top holdings by market value included SPY (10.7%)、USFR (7.9%)、VOO (5.3%). The largest single position, SPY, represented 10.7% of total portfolio value.
In Q2 2026, BIP Wealth, LLC made 200 total portfolio adjustments, initiating 45 new buys, adding to 127 positions, trimming 22 holdings, and fully liquidating 6 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.
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.
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.