BIP Wealth, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,833,208
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 456 | 2,833,208 | 13F-HR | BIP Wealth, LLC |
| Q3 2025 | 10/30/2025 | 401 | 2,024,179 | 13F-HR | BIP Wealth, LLC |
| Q2 2025 | 7/31/2025 | 366 | 1,623,064 | 13F-HR | BIP Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.967 M | 71.3% | 0 | 56.55 K | -56.55 K |
| ETFs | 739.1 K | 26.8% | 738.9 K | 0 | 738.9 K |
| Debt | 50.43 K | 1.8% | 50.43 K | 0 | 50.43 K |
| Other | 728 | 0.0% | 728 | 0 | 728 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
2,833,208
Holdings
456
QoQ value change ($000)
809,029
(40.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.