StockDriftsStockDriftsTop 50 BIP Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 10.66% | 503.3K | $375.9M | +2.48%(+12.19K) | $422.66(+83.02%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 7.89% | 5.52M | $278.0M | +8.27%(+421.98K) | $50.29(+0.25%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.32% | 273.0K | $187.5M | +148.96%(+163.37K) | $619.50(+14.78%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4% | 380.5K | $140.8M | +13.80%(+46.15K) | $249.55(+53.09%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.17% | 513.5K | $111.9M | +11.17%(+51.58K) | $167.82(+34.55%) | 2026-06-30 | |
| TFLO | ISHARES TR | 2.19% | 1.52M | $77.0M | +16.77%(+218.47K) | $50.55(+0.02%) | 2026-06-30 | |
| EFA | ISHARES TR | 1.99% | 675.6K | $70.2M | +11.50%(+69.68K) | $72.90(+48.89%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 1.76% | 395.9K | $62.1M | +4.44%(+16.83K) | $107.12(+50.69%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.63% | 687.1K | $57.5M | +15.25%(+90.92K) | $57.89(+47.35%) | 2026-06-30 | |
| SPSB | SPDR SERIES TRUST | 1.48% | 1.74M | $52.3M | +17.92%(+264.82K) | $29.98(-0.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.81% | +36.06% | — | — | +42.29% |
| Top 20 Holdings Unweighted | +11.72% | +39.46% | — | — | +43.07% |
BIP Wealth, LLC reports $3.52B in US-listed equity holdings across 560 positions in its most recent 13F filing. Its largest disclosed positions are SPY (10.7%), USFR (7.9%) and VOO (5.3%). The top 20 holdings account for 50.84% of reported assets. Its disclosed equity book has returned +36.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BIP Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1590214). View BIP Wealth, LLC’s 13F filings on SEC