BIP Wealth, LLC

Q4 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
456
Total value ($000)
$2,833,208
Net value change ($000)
+809,029 (40.0%)
New positions
157
Sold out positions
12
Turnover %
10.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: 4/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 341,673 2782.8%
VTI 84,458 273.3%
USFR 70,544 35.9%
VOO 64,002 68.2%
TFLO 58,106 332.8%
SCHG 57,537 11281.8%
VTV 50,313 116.1%
VEU 35,054 289.1%
CGDV 27,248 12852.8%
CGUS 26,333 12539.5%
Top Reduces (Value $000, Stocks/ETFs)
STRL -4,793 -28.6%
HD -855 -10.4%
Unilever PLC -788 -100.0%
VGT -612 -4.8%
VRRM -504 -9.3%
KBDC -405 -100.0%
HIMS -361 -42.0%
APP -354 -100.0%
XLF -336 -100.0%
GPN -329 -13.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type