Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BIP Wealth, LLC (CIK 1590214) reported $2.46B across 447 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($319.4M, 12.99%), USFR ($256.7M, 10.44%), VTI ($107.3M, 4.36%), VTV ($90.6M, 3.69%), TFLO ($66.0M, 2.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $319.4M | 12.99% | 491,129 | Trimmed |
| 2 | USFR | WISDOMTREE TR | $256.7M | 10.44% | 5.1M | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $107.3M | 4.36% | 334,403 | Trimmed |
| 4 | VTV | VANGUARD INDEX FDS | $90.6M | 3.69% | 461,873 | Trimmed |
| 5 | TFLO | ISHARES TR | $66.0M | 2.68% | 1.3M | Trimmed |
| 6 | VOO | VANGUARD INDEX FDS | $65.5M | 2.67% | 109,676 | Trimmed |
| 7 | EFA | ISHARES TR | $58.8M | 2.39% | 605,879 | Trimmed |
| 8 | SCHG | SCHWAB STRATEGIC TR | $56.7M | 2.31% | 1.9M | Added |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | $52.4M | 2.13% | 379,038 | Trimmed |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | $44.8M | 1.82% | 596,151 | Trimmed |
| 11 | SPSB | SPDR SERIES TRUST | $44.4M | 1.81% | 1.5M | Added |
| 12 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $28.0M | 1.14% | 659,184 | Added |
| 13 | CGUS | CAPITAL GROUP CORE EQUITY ET | $26.5M | 1.08% | 690,410 | Added |
| 14 | MAXJ | ISHARES TR | $25.4M | 1.03% | 900,592 | Trimmed |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $24.3M | 0.99% | 294,016 | Trimmed |
| 16 | SPYV | SPDR SERIES TRUST | $24.4M | 0.99% | 431,762 | Trimmed |
| 17 | AAPL | APPLE INC | $24.0M | 0.98% | 94,634 | Trimmed |
| 18 | ULST | SSGA ACTIVE ETF TR | $23.8M | 0.97% | 588,178 | Added |
| 19 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $23.9M | 0.97% | 715,977 | Added |
| 20 | SPYG | SPDR SERIES TRUST | $23.6M | 0.96% | 241,492 | Added |
| 21 | DLS | WISDOMTREE TR | $21.2M | 0.86% | 259,514 | Trimmed |
| 22 | IWM | ISHARES TR | $21.2M | 0.86% | 85,336 | Trimmed |
| 23 | VUG | VANGUARD INDEX FDS | $20.2M | 0.82% | 46,349 | Added |
| 24 | DMAX | ISHARES TR | $20.2M | 0.82% | 760,919 | Trimmed |
| 25 | DOL | WISDOMTREE TR | $19.9M | 0.81% | 292,888 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31