BIP Wealth, LLC — 13F holdings

BIP Wealth, LLC reported 560 holdings worth $3.69B in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $396M (10.7%)
2. USFR WISDOMTREE TR — $284M (7.7%)
3. VOO VANGUARD INDEX FDS — $198M (5.4%)
4. VTI VANGUARD INDEX FDS — $147M (4.0%)
5. VTV VANGUARD INDEX FDS — $112M (3.0%)
6. EFA ISHARES TR — $73.4M (2.0%)
7. VT VANGUARD INTL EQUITY INDEX F — $61.3M (1.7%)
8. TFLO ISHARES TR — $60.9M (1.7%)
9. SPSB SPDR SERIES TRUST — $58.2M (1.6%)
10. VEU VANGUARD INTL EQUITY INDEX F — $58.0M (1.6%)