BIP Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
560
Total value ($000)
$3,690,854
Net value change ($000)
+166,459 (4.7%)
New positions
42
Sold out positions
41
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
CSHI 24,365 4503.7%
IWV 22,528 1199.6%
SPY 19,956 5.3%
DFA INVT DIMENSIONS GROUP IN 11,008 NEW
VOO 10,671 5.7%
IJJ 8,605 2332.0%
DFA INVT DIMENSIONS GROUP IN 8,196 NEW
AAPL 6,807 19.4%
IBID 6,534 NEW
USFR 6,124 2.2%
Top Reduces (Value $000, Stocks/ETFs)
TFLO -16,112 -20.9%
IBTG -9,125 -100.0%
VTEB -8,970 -25.2%
STRL -8,508 -41.4%
DCOR -8,424 -100.0%
DFSV -7,139 -100.0%
XOM -5,148 -100.0%
IBHF -4,639 -76.3%
HD -2,995 -33.4%
VV -2,007 -16.9%
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