BIP Wealth, LLC
BIP Wealth, LLC reported 560 positions worth $3.52B as of June 30, 2026 (13F filed August 3, 2026). Largest holding: SPY (10.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $375.9M | 10.66% | 503,321 | — | — | |
| ▸ 2 | USFR | SH | $278.0M | 7.89% | 5,521,691 | — | — | |
| ▸ 3 | VOO | SH | $187.5M | 5.32% | 273,046 | — | — | |
| ▸ 4 | VTI | SH | $140.8M | 4.00% | 380,548 | — | — | |
| ▸ 5 | VTV | SH | $111.9M | 3.17% | 513,451 | — | — | |
| ▸ 6 | TFLO | SH | $77.0M | 2.19% | 1,521,470 | — | — | |
| ▸ 7 | EFA | SH | $70.2M | 1.99% | 675,556 | — | — | |
| ▸ 8 | VT | SH | $62.1M | 1.76% | 395,865 | — | — | |
| ▸ 9 | VEU | SH | $57.5M | 1.63% | 687,071 | — | — | |
| ▸ 10 | SPSB | SH | $52.3M | 1.48% | 1,742,998 | — | — |
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Frequently Asked Questions
What stocks does BIP Wealth, LLC hold as of Q2 2026?
BIP Wealth, LLC reported 560 positions worth $3.52B in its Q2 2026 13F filing. Largest positions: SPY (10.7%), USFR (7.9%), VOO (5.3%), VTI (4.0%) and VTV (3.2%).
What did BIP Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BIP Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.