BIP Wealth, LLC - Portfolio Stock Holdings
BIP Wealth, LLC disclosed 593 stock positions in a recent SEC 13F filing. $3,688,832,394 of stock holdings were filed, with the largest holdings including SPY, USFR, and VOO. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $5,287,991,188 and has 88 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
593Est. Stock Holding Value:
$3,688,832,394Top Stock Holdings By Sector
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Portfolio Stock Holdings - BIP Wealth, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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