BIP Wealth, LLC
•CIK: 1590214•Filing: Q4 2025
**BIP Wealth, LLC** manages $2.8B across a diversified portfolio of 450 positions. The fund exhibits a significant allocation to broad U.S. equity exposure, highlighted by top holdings in SPY ($354.0M) and VOO ($157.8M). Further concentration is evident in USFR ($267.0M) and VTI ($115.4M), suggesting a core focus on large-cap and total market U.S. indices. The remaining allocations provide international and sector diversification, including EFA ($61.7M) and VEU ($47.2M).
Total AUM
$2.8B
QoQ Performance
+40.0%
Positions
307
Top 10 Concentration
47.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
USFR
VOO
SPY12.5%
USFR9.4%
VOO5.6%
VTI4.1%
VTV3.3%
TFLO2.7%
EFA2.2%
SCHG2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.8%
ETF19.5%
Technology3.3%
Consumer1.2%
Financial0.9%
Healthcare0.4%
Industrial0.3%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+151 more exited positions
Changes from Q3 2025
NEW51 new positions
↑120 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023