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 $3.52B across 559 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($375.9M, 10.66%), USFR ($278.0M, 7.89%), VOO ($187.5M, 5.32%), VTI ($140.8M, 4.00%), VTV ($111.9M, 3.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $375.9M | 10.66% | 503,321 | Added |
| 2 | USFR | WISDOMTREE TR | $278.0M | 7.89% | 5.5M | Added |
| 3 | VOO | VANGUARD INDEX FDS | $187.5M | 5.32% | 273,046 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $140.8M | 4.00% | 380,548 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $111.9M | 3.17% | 513,451 | Added |
| 6 | TFLO | ISHARES TR | $77.0M | 2.19% | 1.5M | Added |
| 7 | EFA | ISHARES TR | $70.2M | 1.99% | 675,556 | Added |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $62.1M | 1.76% | 395,865 | Added |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $57.5M | 1.63% | 687,071 | Added |
| 10 | SPSB | SPDR SERIES TRUST | $52.3M | 1.48% | 1.7M | Added |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $45.6M | 1.29% | 1.0M | Added |
| 12 | SCHG | SCHWAB STRATEGIC TR | $43.2M | 1.23% | 1.3M | Trimmed |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $41.8M | 1.18% | 586,010 | Added |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $38.8M | 1.10% | 468,863 | Added |
| 15 | VTEB | VANGUARD MUN BD FDS | $35.6M | 1.01% | 704,661 | New |
| 16 | BND | VANGUARD BD INDEX FDS | $35.2M | 1.00% | 479,975 | New |
| 17 | IVV | ISHARES TR | $35.3M | 1.00% | 47,085 | Added |
| 18 | SCHF | SCHWAB STRATEGIC TR | $35.0M | 0.99% | 1.3M | Added |
| 19 | AAPL | APPLE INC | $35.0M | 0.99% | 121,031 | Added |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $33.9M | 0.96% | 568,711 | Added |
| 21 | QUS | SPDR SERIES TRUST | $32.3M | 0.92% | 172,792 | Added |
| 22 | SPYV | SPDR SERIES TRUST | $31.6M | 0.90% | 520,295 | Added |
| 23 | SPYG | SPDR SERIES TRUST | $31.1M | 0.88% | 261,498 | Added |
| 24 | DFAX | DIMENSIONAL ETF TRUST | $30.8M | 0.88% | 837,360 | Added |
| 25 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $31.1M | 0.88% | 631,535 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30