BIP Wealth, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,458,517
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/27/2026 | 453 | 2,458,517 | 13F-HR | BIP Wealth, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 778.2 K | 32.5% | 0 | 1.189 M | -1.189 M |
| ETFs | 1.555 M | 65.0% | 816 K | 0 | 816 K |
| Debt | 58.16 K | 2.4% | 7.728 K | 0 | 7.728 K |
| Other | 1.037 K | 0.0% | 309 | 0 | 309 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
2,458,517
Holdings
453
QoQ value change ($000)
-374,691
(-13.2%)
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.