Institutional Fund
Bip Wealth, LLC
Atlanta, GACIK 15902145 filings on record
Portfolio Value
$2.46B
Q1 2026
Holdings
453
Reported positions
New Buys
52
Opened this quarter
QoQ Change
-13.2%
from $2.83B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr13.0%
- Wisdomtree Tr10.4%
- Vanguard Index Fds4.4%
- Vanguard Index Fds3.7%
- Ishares Tr2.7%
- Vanguard Index Fds2.7%
- Other63.2%
Portfolio Holdings
453 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 491.1K | $319.40M | 13.0% | −27.9K | Reduced |
| 2 | Wisdomtree Tr | 5.10M | $256.72M | 10.4% | −206.3K | Reduced |
| 3 | Vanguard Index Fds | 334.4K | $107.28M | 4.4% | −9.7K | Reduced |
| 4 | Vanguard Index Fds | 461.9K | $90.62M | 3.7% | −28.4K | Reduced |
| 5 | Ishares Tr | 1.30M | $65.97M | 2.7% | −194.6K | Reduced |
| 6 | Vanguard Index Fds | 109.7K | $65.54M | 2.7% | −142.0K | Reduced |
| 7 | Ishares Tr | 605.9K | $58.85M | 2.4% | −36.8K | Reduced |
| 8 | Schwab Strategic Tr | 1.95M | $56.70M | 2.3% | +167.0K | Added |
| 9 | Vanguard Intl Equity Index F | 379.0K | $52.43M | 2.1% | −25.4K | Reduced |
| 10 | Vanguard Intl Equity Index F | 596.2K | $44.77M | 1.8% | −45.2K | Reduced |
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