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BIP Wealth, LLC
hedge fundUpdated 14 days agoManaged by Bip Wealth, Llc • Latest filing Q3 2026
Portfolio value
$3.7B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
82.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $2B |
| Q4 2025 | $2.8B |
| Q1 2026 | $2.5B |
| Q2 2026 | $3.5B |
| Q3 2026 | $3.7B |
Top holdings
560 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $395.8M | 519.0K | 10.72% | Added(+3.1%) | |
| 2 | $284.1M | 5.64M | 7.70% | Added(+2.1%) | |
| 3 | $198.2M | 282.8K | 5.37% | Added(+3.6%) | |
| 4 | $146.8M | 392.4K | 3.98% | Added(+3.1%) | |
| 5 | $112.3M | 519.8K | 3.04% | Added(+1.2%) | |
| 6 | $73.4M | 706.7K | 1.99% | Added(+4.6%) | |
| 7 | $61.3M | 388.1K | 1.66% | Trimmed(-2.0%) | |
| 8 | ? N/A ISHARES TR | $60.9M | 1.20M | 1.65% | Trimmed(-21.0%) |
| 9 | $58.2M | 1.97M | 1.58% | Added(+12.8%) | |
| 10 | $58M | 699.0K | 1.57% | Added(+1.7%) | |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $48.1M | 1.08M | 1.30% | Added(+5.4%) |
| 12 | $46.6M | 1.30M | 1.26% | Added(+1.7%) | |
| 13 | $42.4M | 600.6K | 1.15% | Added(+2.5%) | |
| 14 | $41.8M | 125.6K | 1.13% | Added(+3.8%) | |
| 15 | $38M | 485.8K | 1.03% | Added(+3.6%) | |
| 16 | $36.2M | 47.3K | 0.98% | Added(+0.4%) | |
| 17 | $34.8M | 586.4K | 0.94% | Added(+3.1%) | |
| 18 | $34.7M | 494.7K | 0.94% | Added(+3.1%) | |
| 19 | $34.6M | 1.26M | 0.94% | Trimmed(-0.4%) | |
| 20 | $33.7M | 177.3K | 0.91% | Added(+2.6%) |