account_balance

Investment manager · 13F filer · SEC CIK 1590214

BIP Wealth, LLC

Reported value$3.69Bas of Sep 30, 2026
Positions560 36 new, 36 sold out
Top 10 weight39.3%SPY alone is 11%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 10.7% Added +3%
USFR Wisdomtree Tr 7.7% Added +2%
VOO Vanguard Index FDS 5.4% Added +4%
VTI Vanguard Index FDS 4.0% Added +3%
VTV Vanguard Index FDS 3.0% Held
EFA iShares Tr 2.0% Added +5%
VT Vanguard Intl Equity Index F 1.7% Held
TFLO iShares Tr 1.7% Trimmed −21%
SPSB SPDR Series Trust 1.6% Added +13%
VEU Vanguard Intl Equity Index F 1.6% Held
DFAC Dimensional ETF Trust 1.3% Added +5%
SCHG Schwab Strategic Tr 1.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Aug 3, 2026 filing
add_circleNew
  • IBID $6.53M
  • CALF $6.08M
  • COPY $5.17M
  • VTHR $3.63M
arrow_upwardAdded
  • CSHI +4513%
  • IJJ +2506%
  • IWV +1184%
  • MUB +51%
arrow_downwardTrimmed
  • TFLO −21%
  • VTEB −20%
  • VV −19%
  • SLYV −9%
remove_circleSold out
  • IBTG $9.13M
  • BUFD $924K
  • Ark 21shares Bitcoin ETF $911K
  • IBHG $822K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist