BIP Wealth, LLC

BIP Wealth, LLC reported 560 holdings worth US$3.52B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 3, 2026

BIP Wealth, LLC reported 560 holdings worth US$3.52B as of Jun 30, 2026. Largest: Apple Inc, Sterling Infrastructure, Inc. and Nvidia Corporation. Filed Aug 3, 2026 (Form 13F).

Holdings
560
Value as reported
US$3.52B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc121KUS$35M0.99%
Sterling Infrastructure, Inc.24,481US$20.5M0.58%
Nvidia Corporation79,116US$15.8M0.45%
Microsoft Corp.41,085US$15.3M0.43%
Alphabet Inc (google) Class C42,674US$15.3M0.43%
Amazon.com, Inc.53,933US$12.9M0.36%
Berkshire Hathaway Inc.19,146US$9.58M0.27%
Home Depot, Inc. (the)25,397US$8.96M0.25%
Coca-cola Company (the)75,420US$6.13M0.17%
Aflac Incorporated51,542US$6.04M0.17%
Exxon Mobil Corporation37,652US$5.15M0.15%
Jp Morgan Chase & Co.14,948US$4.89M0.14%
Tesla, Inc.11,510US$4.84M0.14%
Broadcom Inc.12,642US$4.78M0.14%
Meta Platforms, Inc.8,228US$4.63M0.13%
Advanced Micro Devices Inc7,710US$4.48M0.13%
Walmart Inc.39,505US$4.47M0.13%
Eli Lilly And Company3,598US$4.32M0.12%
Johnson & Johnson15,685US$3.98M0.11%
Procter & Gamble Company (the)24,655US$3.62M0.10%
Palo Alto Networks, Inc.10,240US$3.49M0.10%
Costco Wholesale Corporation3,644US$3.41M0.10%
Amgen Inc.9,380US$3.4M0.10%
Chevron Corporation19,161US$3.18M0.09%
Southstate Bank Corporation31,455US$3.14M0.09%
Southern Company (the)31,963US$3.06M0.09%
Ge Aerospace7,756US$2.9M0.08%
Cisco Systems, Inc.24,560US$2.88M0.08%
Rtx Corporation13,416US$2.55M0.07%
Taiwan Semiconductor Manufacturing Co., Ltd.4,964US$2.37M0.07%
Ge Vernova Inc.1,982US$2.33M0.07%
Palantir Technologies Inc.19,836US$2.31M0.07%
Micron Technology, Inc.1,984US$2.29M0.06%
Abbvie Inc.9,049US$2.28M0.06%
Oracle Corporation15,348US$2.25M0.06%
Lam Research Corporation5,010US$2.17M0.06%
Asml Holding Nv1,088US$2.16M0.06%
Visa Inc.6,308US$2.16M0.06%
Bank Of America Corporation36,416US$2.07M0.06%
Marriott International4,998US$1.85M0.05%
United Parcel Service, Inc.17,030US$1.83M0.05%
Enterprise Products Partners L.p.48,680US$1.79M0.05%
Mckesson Corporation2,314US$1.75M0.05%
Philip Morris International Inc9,630US$1.74M0.05%
Global Payments Inc.23,941US$1.74M0.05%
Crowdstrike Holdings, Inc.2,251US$1.72M0.05%
Delta Air Lines, Inc.18,258US$1.71M0.05%
Caterpillar, Inc.1,553US$1.65M0.05%
Antero Resources Corporation46,483US$1.63M0.05%
Emerson Electric Company10,632US$1.52M0.04%
Goldman Sachs Group, Inc. (the)1,485US$1.5M0.04%
Netflix, Inc.20,759US$1.48M0.04%
Pnc Financial Services Group, Inc. (the)5,581US$1.37M0.04%
Pinnacle Financial Partners, Inc.13,572US$1.37M0.04%
Nextera Energy, Inc.15,296US$1.34M0.04%
Applied Materials, Inc.1,739US$1.26M0.04%
Truist Financial Corporation25,129US$1.25M0.04%
Charles Schwab Corporation (the)13,383US$1.23M0.04%
Marvell Technology, Inc.4,140US$1.23M0.03%
Kla Corporation4,069US$1.23M0.03%
Agnico Eagle Mines Limited7,522US$1.17M0.03%
International Business Machines Corporation4,035US$1.13M0.03%
Constellation Energy Corporation4,329US$1.08M0.03%
Uber Technologies, Inc.14,320US$1.03M0.03%
Ameris Bancorp11,361US$1.03M0.03%
American Tower Corporation (reit)6,137US$1M0.03%
American Express Company2,938US$994K0.03%
United Bankshares, Inc.21,648US$992K0.03%
Cheniere Energy, Inc.4,039US$965K0.03%
Blackstone Inc.8,173US$962K0.03%
Kinder Morgan, Inc.29,754US$951K0.03%
Jacobs Solutions Inc.7,471US$941K0.03%
Wells Fargo & Company11,054US$914K0.03%
Mastercard Incorporated1,698US$872K0.02%
Duke Energy Corporation (holding Company)6,858US$868K0.02%
Nrg Energy, Inc.5,926US$865K0.02%
Mcdonald's Corporation3,190US$862K0.02%
Nucor Corporation3,826US$852K0.02%
Merck & Company, Inc.6,615US$850K0.02%
Agilent Technologies, Inc.6,277US$834K0.02%
Energy Transfer Lp42,069US$804K0.02%
Texas Instruments Incorporated2,672US$796K0.02%
Altria Group, Inc.10,916US$785K0.02%
American Electric Power Company, Inc.5,683US$778K0.02%
Intel Corporation5,566US$777K0.02%
D.r. Horton, Inc.4,691US$764K0.02%
L3harris Technologies, Inc.2,605US$757K0.02%
Blackrock, Inc.765US$736K0.02%
Pepsico, Inc.5,411US$733K0.02%
At&t Inc.35,334US$731K0.02%
Unitedhealth Group Incorporated1,747US$726K0.02%
Cincinnati Financial Corporation3,891US$720K0.02%
Royal Bank Of Canada3,478US$720K0.02%
Parker-hannifin Corporation731US$715K0.02%
Lockheed Martin Corporation1,399US$713K0.02%
Deere & Company1,107US$702K0.02%
Salesforce, Inc.4,363US$684K0.02%
Norfolk Southern Corporation2,145US$675K0.02%
Neovolta Inc.214KUS$675K0.02%
Idexx Laboratories, Inc.1,258US$662K0.02%

Every holding of BIP Wealth, LLC

Source

View original at SEC

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