Bip Wealth
$3.5B 13F equity value
578 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bip Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 503,321 | $376M | 10.7% |
| USFR | WISDOMTREE TR | 5,521,691 | $278M | 7.9% |
| VOO | VANGUARD INDEX FDS | 273,046 | $188M | 5.3% |
| VTI | VANGUARD INDEX FDS | 380,548 | $141M | 4.0% |
| VTV | VANGUARD INDEX FDS | 513,451 | $112M | 3.2% |
| TFLO | ISHARES TR | 1,521,470 | $77M | 2.2% |
| EFA | ISHARES TR | 675,556 | $70M | 2.0% |
| VT | VANGUARD INTL EQUITY INDEX F | 395,865 | $62M | 1.8% |
| VEU | VANGUARD INTL EQUITY INDEX F | 687,071 | $58M | 1.6% |
| SPSB | SPDR SERIES TRUST | 1,742,998 | $52M | 1.5% |
Track Bip Wealth's 13F portfolio: $3.5B in reported holdings, 578 positions. Top holdings and quarterly changes on SentiSense.
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