Holdings

BIP Wealth, LLC

As of Jun 30, 2026, BIP Wealth, LLC reported 218 positions worth US$347M. Largest: Apple Inc, Sterling Infrastructure, Inc. and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc121KUS$35M+26,397Jun 30, 2026
Sterling Infrastructure, Inc.24,481US$20.5M−10,069Jun 30, 2026
Nvidia Corporation79,116US$15.8M+19,135Jun 30, 2026
Microsoft Corp.41,085US$15.3M+11,661Jun 30, 2026
Alphabet Inc (google) Class C42,674US$15.3M+11,454Jun 30, 2026
Amazon.com, Inc.53,933US$12.9M+11,442Jun 30, 2026
Berkshire Hathaway Inc.19,146US$9.58M+3,689Jun 30, 2026
Home Depot, Inc. (the)25,397US$8.96M+5,993Jun 30, 2026
Coca-cola Company (the)75,420US$6.13M+2,786Jun 30, 2026
Aflac Incorporated51,542US$6.04M+12,653Jun 30, 2026