13F Insight
DOSSIER · 13F-HR · Q2 2026

BIP Wealth, LLC

$3.5B in tracked AUM across 560 positions as of Q2 2026.

BW
CIK 0001590214 · last filed Jun 30, 2026
Total AUM
$3.5B
as of Q2 2026
Holdings
560
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: BIP Wealth, LLC
Portfolio Overview

BIP Wealth, LLC has reported a substantial expansion in its managed assets, with the total portfolio value surging by 144.5% from $1.16 billion to $2.83 billion quarter-over-quarter. This dramatic increase in AUM (Assets Under Management) suggests significant net capital inflows or the consolidation of client accounts into this reporting entity during the period. The portfolio consists of **456 holdin...

Key Holdings

The portfolio is dominated by "core" holdings designed to capture broad market performance, with the top 10 positions accounting for roughly 46% of total assets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$376M503K10.7%02
USFR
WISDOMTREE TR
$278M5.5M7.9%03
VOO
VANGUARD INDEX FDS
$188M273K5.3%04
VTI
VANGUARD INDEX FDS
$141M381K4.0%05
VTV
VANGUARD INDEX FDS
$112M513K3.2%06
TFLO
ISHARES TR
$77M1.5M2.2%07
EFA
ISHARES TR
$70M676K2.0%08
VT
VANGUARD INTL EQUITY INDEX F
$62M396K1.8%09
VEU
VANGUARD INTL EQUITY INDEX F
$58M687K1.6%10
SPSB
SPDR SERIES TRUST
$52M1.7M1.5%

Filing history

2026Q2Jun 30
$3.5B▲ 43.4%
560 positionsView →2026Q1Mar 31
$2.5B▼ 13.2%
453 positionsView →2025Q4Dec 31
$2.8B▲ 40.0%
456 positionsView →2025Q3Sep 30
$2.0B▲ 24.7%
426 positionsView →2025Q2Jun 30
$1.6B▲ 5.8%
380 positionsLocked2025Q1Mar 31
$1.5B▲ 2.7%
285 positionsLocked2024Q4Dec 31
$1.5B▲ 1.8%
279 positionsLocked2024Q3Sep 30
$1.5B▲ 20.2%
332 positionsLocked2024Q2Jun 30
$1.2B▼ 10.7%
273 positionsLocked2024Q1Mar 31
$1.4B▲ 7.6%
298 positionsLocked2023Q4Dec 31
$1.3B▲ 16.8%
267 positionsLocked2023Q3Sep 30
$1.1B▼ 11.0%
243 positionsLocked
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