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)

StockValue
VXFVANGUARD INDEX FDS
$2.9M
PGPROCTER & GAMBLE CO
$2.8M
COSTCOSTCO WHOLESALE CORPORATION
$2.8M
LLYELI LILLY & CO
$2.8M
JNJJOHNSON & JOHNSON
$2.8M
CVXCHEVRON CORPORATION
$2.8M
TSLATESLA INC
$2.7M
RTXRTX CORPORATION
$2.5M
PLTRPALANTIR TECHNOLOGIES INC
$2.1M
IVWISHARES TR
$2.0M
MCKMCKESSON CORP
$1.9M
GEGE AEROSPACE
$1.9M
IWFISHARES TR
$1.8M
VVISA INC
$1.8M
ETNEATON CORP PLC
$1.7M
GEVGE VERNOVA INC
$1.7M
FBTFIRST TR EXCHANGE-TRADED FD
$1.7M
IWVISHARES TR
$1.6M
AMDADVANCED MICRO DEVICES INC
$1.6M
LINLINDE PLC
$1.6M
MARMARRIOTT INTL INC NEW
$1.5M
HONHONEYWELL INTL INC
$1.5M
ORCLORACLE CORP
$1.5M
GSGOLDMAN SACHS GROUP INC
$1.5M
PANWPALO ALTO NETWORKS INC
$1.5M
MGCVANGUARD WORLD FD
$1.4M
VGTVANGUARD WORLD FD
$1.3M
ASMLASML HLDG NV
$1.3M
4I1PHILIP MORRIS INTL INC
$1.2M
BLKBLACKROCK INC
$1.2M
PNCPNC FINL SVCS GROUP INC
$1.2M
IJRISHARES TR
$1.2M
CRWDCROWDSTRIKE HLDGS INC
$1.2M
PPAINVESCO EXCHANGE TRADED FD T
$1.2M
SDYSPDR SERIES TRUST
$1.1M
CRMSALESFORCE INC
$1.1M
IVEISHARES TR
$1.1M
EMREMERSON ELEC CO
$1.0M
AMTAMERICAN TOWER CORP
$1.0M
ABBVABBVIE INC
$1.0M
XLKSELECT SECTOR SPDR TR
$990K
NRANRG ENERGY INC
$978K
TSMTAIWAN SEMICONDUCTOR MANUFAC
$966K
CEGCONSTELLATION ENERGY CORP
$940K
LRCXLAM RESEARCH CORP
$934K
TMOTHERMO FISHER SCIENTIFIC INC
$932K
RSPINVESCO EXCHANGE TRADED FD T
$926K
EFGISHARES TR
$918K
PEPPEPSICO INC
$899K
NOBLPROSHARES TR
$898K
LHXL3HARRIS TECHNOLOGIES INC
$864K
DUKDUKE ENERGY CORP NEW
$851K
IBMINTERNATIONAL BUSINESS MACHS
$835K
JAZZJAZZ PHARMACEUTICALS PLC
$810K
IWNISHARES TR
$809K
FXLFIRST TR EXCHANGE-TRADED FD
$766K
AVUSAMERICAN CENTY ETF TR
$751K
MCDMCDONALDS CORP
$717K
SMHVANECK ETF TRUST
$712K
LMTLOCKHEED MARTIN CORP
$687K
IWBISHARES TR
$686K
IDXXIDEXX LABS INC
$682K
CATCATERPILLAR INC
$677K
BXBLACKSTONE INC
$669K
GQ9SPDR GOLD TR
$667K
SYKSTRYKER CORPORATION
$664K
AXPAMERICAN EXPRESS CO
$650K
FDXFEDEX CORP
$644K
AQLTISHARES TR
$643K
JJACOBS SOLUTIONS INC
$635K
DOVDOVER CORP
$633K
AEPAMERICAN ELEC PWR CO INC
$632K
COPCONOCOPHILLIPS
$618K
MRKMERCK & CO INC
$617K
DHID R HORTON INC
$613K
DONSTATE STR SPDR DOW JONES IND
$607K
CINFCINCINNATI FINL CORP
$602K
NSCNORFOLK SOUTHN CORP
$599K
VRTXVERTEX PHARMACEUTICALS INC
$584K
RYROYAL BK CDA
$570K
VOVANGUARD INDEX FDS
$568K
PHPARKER-HANNIFIN CORP
$558K
MAMASTERCARD INCORPORATED
$553K
IWDISHARES TR
$548K
BABAALIBABA GROUP HLDG LTD
$534K
ITWILLINOIS TOOL WKS INC
$531K
VFQYVANGUARD WELLINGTON FD
$508K
SHOPSHOPIFY INC
$507K
CITHE CIGNA GROUP
$505K
CBOECBOE GLOBAL MKTS INC
$490K
IUSVISHARES TR
$484K
AMATAPPLIED MATLS INC
$479K
GILDGILEAD SCIENCES INC
$477K
VBKVANGUARD INDEX FDS
$477K
CBCHUBB LTD SWITZ
$470K
MDYSTATE STR SPDR S&P MIDCAP 40
$467K
FTECFIDELITY COVINGTON TRUST
$461K
MUMICRON TECHNOLOGY INC
$441K
VHTVANGUARD WORLD FD
$424K
UNHUNITEDHEALTH GROUP INC
$422K
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