AI Analysis · Q1 2026 · Q1 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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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