BIP Wealth, LLC - Portfolio overview

BIP Wealth, LLC has 488 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 12.54%
2. USFR - WISDOMTREE TR, 10.08%
3. VTI - VANGUARD INDEX FDS, 4.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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