BIP Wealth, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 3,690,854
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/22/2026 | 560 | 3,690,854 | 13F-HR | BIP Wealth, LLC |
| Q2 2026 | 8/3/2026 | 560 | 3,524,395 | 13F-HR | BIP Wealth, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 949.1 K | 26.1% | 44.19 K | 0 | 44.19 K |
| ETFs | 2.612 M | 72.0% | 137.5 K | 0 | 137.5 K |
| Debt | 65.28 K | 1.8% | 0 | 183 | -183 |
| Other | 3.776 K | 0.1% | 1.031 K | 0 | 1.031 K |
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Fund Snapshot
Q3 2026
Latest filed
10/22/2026
Total value ($000)
3,690,854
Holdings
560
QoQ value change ($000)
166,459
(4.7%)
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.