BIP Wealth, LLC Q1 2026 Filing
Filed April 27, 2026
Portfolio Value
$1.3T
Holdings
453
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (453 positions)
| Stock | Value |
|---|---|
SCHWSCHWAB CHARLES CORP | $1.3B |
CSCOCISCO SYS INC | $1.2B |
TFCTRUIST FINL CORP | $1.2B |
DFIVDIMENSIONAL ETF TRUST | $1.2B |
NEENEXTERA ENERGY INC | $1.2B |
DALDELTA AIR LINES INC | $1.2B |
IBITISHARES BITCOIN TRUST ETF | $1.2B |
DFUSDIMENSIONAL ETF TRUST | $1.2B |
IEMGISHARES INC | $1.2B |
FVDFIRST TR EXCHANGE-TRADED FD | $1.1B |
IVVMBLACKROCK ETF TRUST II | $1.1B |
IVVBBLACKROCK ETF TRUST II | $1.0B |
PJUNINNOVATOR ETFS TRUST | $1.0B |
DFISDIMENSIONAL ETF TRUST | $1.0B |
EPDENTERPRISE PRODS PARTNERS L | $1.0B |
PNFPPINNACLE FINL PARTNERS INC | $974.4M |
GLIXLAZARD ACTIVE ETF TR | $968.5M |
RWOSPDR INDEX SHS FDS | $956.0M |
VGITVANGUARD SCOTTSDALE FDS | $951.0M |
ABCBAMERIS BANCORP | $932.1M |
IHIISHARES TR | $929.2M |
ARKKARK ETF TR | $927.0M |
JEPIJ P MORGAN EXCHANGE TRADED F | $920.1M |
IJHISHARES TR | $913.0M |
OCTWAIM ETF PRODUCTS TRUST | $898.2M |
UBSIUNITED BANKSHARES INC WEST V | $895.8M |
ETHAISHARES ETHEREUM TR | $894.3M |
UBERUBER TECHNOLOGIES INC | $893.6M |
TAT&T INC | $872.3M |
DXIVDIMENSIONAL ETF TRUST | $861.0M |
SPMDSPDR SERIES TRUST | $830.6M |
SCHFSCHWAB STRATEGIC TR | $806.2M |
IWRISHARES TR | $802.8M |
WFCWELLS FARGO & CO | $798.2M |
GPNGLOBAL PMTS INC | $760.7M |
IBHGISHARES TR | $755.5M |
PJULINNOVATOR ETFS TRUST | $736.3M |
SPIBSPDR SERIES TRUST | $725.8M |
IBTKISHARES TR | $717.1M |
FBNDFIDELITY MERRIMACK STR TR | $696.8M |
SPSMSPDR SERIES TRUST | $681.7M |
SCHBSCHWAB STRATEGIC TR | $674.1M |
MOATVANECK ETF TRUST | $667.5M |
EJANINNOVATOR ETFS TRUST | $663.1M |
NEOVNEOVOLTA INC | $659.6M |
VNQVANGUARD INDEX FDS | $646.9M |
BTUPEABODY ENGR CORP | $646.1M |
DUHPDIMENSIONAL ETF TRUST | $620.1M |
SPGMSPDR INDEX SHS FDS | $615.2M |
FNDXSCHWAB STRATEGIC TR | $614.6M |
SPIPSPDR SERIES TRUST | $613.2M |
TDVGT ROWE PRICE ETF INC | $567.8M |
PFEPFIZER INC | $560.2M |
DDOMINION ENERGY INC | $553.1M |
KJANINNOVATOR ETFS TRUST | $549.4M |
DDFLINNOVATOR ETFS TRUST | $548.2M |
SCHXSCHWAB STRATEGIC TR | $526.2M |
ETENERGY TRANSFER L P | $524.4M |
SKYTSKYWATER TECHNOLOGY INC | $518.3M |
MOALTRIA GROUP INC | $515.4M |
TCAITORTOISE CAPITAL SERIES TRUS | $513.4M |
SCHASCHWAB STRATEGIC TR | $509.2M |
JANWAIM ETF PRODUCTS TRUST | $506.9M |
MDTMEDTRONIC PLC | $506.1M |
EEMSISHARES INC | $495.8M |
JGROJ P MORGAN EXCHANGE TRADED F | $495.3M |
BACVERIZON COMMUNICATIONS INC | $486.5M |
VTIPVANGUARD MALVERN FDS | $486.5M |
PIDINVESCO EXCHANGE TRADED FD T | $485.0M |
FXRFIRST TR EXCHANGE-TRADED FD | $457.5M |
DAVAENDAVA PLC | $437.5M |
ULUNILEVER PLC | $431.2M |
RSPFINVESCO EXCHANGE TRADED FD T | $421.1M |
RDVYFIRST TR EXCHANGE TRADED FD | $404.6M |
IFRAISHARES TR | $403.5M |
XLESELECT SECTOR SPDR TR | $398.7M |
MDLZMONDELEZ INTL INC | $395.4M |
DFAIDIMENSIONAL ETF TRUST | $394.9M |
POCTINNOVATOR ETFS TRUST | $394.8M |
AVLVAMERICAN CENTY ETF TR | $393.9M |
USMFWISDOMTREE TR | $391.9M |
RFREGIONS FINANCIAL CORP NEW | $384.1M |
ORLYOREILLY AUTOMOTIVE INC | $378.6M |
PSEPINNOVATOR ETFS TRUST | $378.0M |
FXUFIRST TR EXCHANGE-TRADED FD | $370.2M |
IXUSISHARES TR | $363.3M |
FELCFIDELITY COVINGTON TRUST | $362.8M |
PAPRINNOVATOR ETFS TRUST | $360.0M |
MRVLMARVELL TECHNOLOGY INC | $340.6M |
HIMSHIMS & HERS HEALTH INC | $337.9M |
BPREBLUEROCK PVT REAL ESTATE FD | $331.0M |
IBTLISHARES TR | $328.5M |
BSXBOSTON SCIENTIFIC CORP | $328.1M |
ROLROLLINS INC | $322.3M |
SPYSTATE STR SPDR S&P 500 ETF T | $319.4M |
BKHBLACK HILLS CORP | $319.3M |
MUNIPIMCO ETF TR | $314.1M |
EUDGWISDOMTREE TR | $314.1M |
XLBSELECT SECTOR SPDR TR | $312.3M |
GTOINVESCO ACTIVELY MANAGED EXC | $299.7M |