BIP Wealth, LLC
CIK 1590214
13F filing for Q2 2026・No. 1,159
- Holdings
- US$3.52B
- Quarter change
- +US$1.07B
- Entries
- 560
- Net bought (estimate)
- +US$809.63M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 128
- Sold out 21
- Cut 103
- Added 311
- Corporate actions 2
- Unchanged 18
Largest holdings
560 stocks worth US$3.52B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 503,321 | US$375.86M | 10.66% |
| WISDOMTREE TRFLOATNG RAT TREA | Added | 5,521,691 | US$278.02M | 7.89% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 273,046 | US$187.53M | 5.32% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 380,548 | US$140.82M | 4.00% |
| VANGUARD INDEX FDSVALUE ETF | Added | 513,451 | US$111.9M | 3.17% |
| ISHARES TRTRS FLT RT BD | Added | 1,521,470 | US$77.03M | 2.19% |
| EFAISHARES TRMSCI EAFE ETF | Added | 675,556 | US$70.18M | 1.99% |
| VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | Added | 395,865 | US$62.13M | 1.76% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Added | 687,071 | US$57.54M | 1.63% |
| SPSBSPDR SERIES TRUSTST SHOR CORP ETF | Added | 1,742,998 | US$52.31M | 1.48% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.