BIP Wealth, LLC: 13F holdings
CIK 15902142026Q2
| Positions | 560 |
|---|---|
| Reported value | $3.5bn |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 503,321 | $375.9m | 10.7% |
| USFR WISDOMTREE TR | 5,521,691 | $278.0m | 7.9% |
| VOO VANGUARD INDEX FDS | 273,046 | $187.5m | 5.3% |
| VTI VANGUARD INDEX FDS | 380,548 | $140.8m | 4.0% |
| VTV VANGUARD INDEX FDS | 513,451 | $111.9m | 3.2% |
| TFLO ISHARES TR | 1,521,470 | $77.0m | 2.2% |
| EFA ISHARES TR | 675,556 | $70.2m | 2.0% |
| ACWI VANGUARD INTL EQUITY INDEX F | 395,865 | $62.1m | 1.8% |
| VEU VANGUARD INTL EQUITY INDEX F | 687,071 | $57.5m | 1.6% |
| SPSB SPDR SERIES TRUST | 1,742,998 | $52.3m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1590214")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.