Arkolith/Funds/BIP Wealth, LLC

BIP Wealth, LLC

CIK 1590214Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

BIP Wealth, LLC holds a focused book of 560 stocks worth $3.5B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Vanguard Tax-Exempt Bond ETF and trimmed Schwab US Large-Cap Growth. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 11% of the equity book.

Opened
153
bought for the first time
Added to
314
already held, bought more
Trimmed
100
sold some, still holds it
Sold out
21
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
40%
Top 20 holdings
51%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

11% mapped to company sectors

ETF / fund or unclassified
89%
Information Technology
4%
Financials
2%
Industrials
1%
Consumer Discretionary
1%
Health Care
1%
Utilities
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as BIP Wealth, LLC

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC80 / 80$99.7B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$19.7B
LPL Financial LLC79 / 80$96.9B
OSAIC HOLDINGS, INC.79 / 80$17.7B
JPMORGAN CHASE & CO78 / 80$358.4B
UBS Group AG78 / 80$105.1B
RAYMOND JAMES FINANCIAL INC78 / 80$80.0B
Cetera Investment Advisers78 / 80$25.5B

Ranked by how many of BIP Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

560 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$375.9M503.3K
10.7%
+2.5%
Added · +12K sh
2Wisdomtree TR
FLOATNG RAT TREA
$278.0M5.52M
7.9%
+8.3%
Added · +422K sh
3Vanguard Index FDS
S&P 500 ETF SHS
$187.5M273.0K
5.3%
+149%
Added · +163K sh
4Vanguard Index FDS
TOTAL STK MKT
$140.8M380.5K
4.0%
+14%
Added · +46K sh
5Vanguard Index FDS
VALUE ETF
$111.9M513.5K
3.2%
+11%
Added · +52K sh
6Ishares TR
TRS FLT RT BD
$77.0M1.52M
2.2%
+17%
Added · +218K sh
7Ishares TR
MSCI EAFE ETF
$70.2M675.6K
2.0%
+12%
Added · +70K sh
8Vanguard Intl Equity Index F
TT WRLD ST ETF
$62.1M395.9K
1.8%
+4.4%
Added · +17K sh
9Vanguard Intl Equity Index F
ALLWRLD EX US
$57.5M687.1K
1.6%
+15%
Added · +91K sh
10SPDR Series Trust
ST SHOR CORP ETF
$52.3M1.74M
1.5%
+18%
Added · +265K sh
11Dimensional ETF Trust
US COR EQU 2 ETF
$45.6M1.03M
1.3%
16×
Added · +962K sh
12Schwab Strategic TR
US LCAP GR ETF
$43.2M1.28M
1.2%
−34%
Reduced · −670K sh
13Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$41.8M586.0K
1.2%
28×
Added · +565K sh
14Vanguard Scottsdale FDS
INT-TERM CORP
$38.8M468.9K
1.1%
+59%
Added · +175K sh
15Vanguard Mun BD FDS
TAX EXEMPT BD
$35.6M704.7K
1.0%
New
New position
16Ishares TR
CORE S&P500 ETF
$35.3M47.1K
1.0%
+84%
Added · +21K sh
17Vanguard BD Index FDS
TOTAL BND MRKT
$35.2M480.0K
1.0%
New
New position
18Schwab Strategic TR
INTL EQTY ETF
$35.0M1.26M
1.0%
39×
Added · +1.2M sh
19Apple Inc
COM
$35.0M121.0K
1.0%
+28%
Added · +26K sh
20Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$33.9M568.7K
1.0%
+83%
Added · +258K sh
21SPDR Series Trust
ST STR MSCI USAQ
$32.3M172.8K
0.9%
+63%
Added · +67K sh
22SPDR Series Trust
ST STR P500VAL
$31.6M520.3K
0.9%
+21%
Added · +89K sh
23Capital Group Dividend Value
SHS CREAT UNIT
$31.1M631.5K
0.9%
−4.2%
Reduced · −28K sh
24SPDR Series Trust
ST STR P500GRW
$31.1M261.5K
0.9%
+8.3%
Added · +20K sh
25Dimensional ETF Trust
WORLD EX US CORE
$30.8M837.4K
0.9%
17×
Added · +788K sh
26Capital Group Core Equity Et
SHS CREAT UNIT
$30.1M677.5K
0.9%
−1.9%
Reduced · −13K sh
27Capital Group GBL Growth Eqt
SHS CREAT UNIT
$29.3M691.4K
0.8%
−3.4%
Reduced · −25K sh
28Ishares TR
RUSSELL 2000 ETF
$28.8M95.9K
0.8%
+12%
Added · +11K sh
29Vanguard Index FDS
EXTEND MKT ETF
$28.3M115.0K
0.8%
+730%
Added · +101K sh
30Vanguard Index FDS
GROWTH ETF
$27.1M314.7K
0.8%
+579%
Added · +268K sh
31Ssga Active ETF TR
ST STR UL BD ETF
$26.9M665.1K
0.8%
+13%
Added · +77K sh
32SPDR Series Trust
ST STR PR SP1500
$25.7M282.5K
0.7%
+14%
Added · +35K sh
33Ishares TR
SHRT NAT MUN ETF
$25.5M239.4K
0.7%
+150%
Added · +144K sh
34Ishares TR
LARG CAP JUN ETF
$24.2M831.8K
0.7%
−7.6%
Reduced · −69K sh
35Schwab Strategic TR
FUNDAMENTAL INTL
$24.2M458.4K
0.7%
New
New position
36Ishares TR
MSCI ACWI ETF
$23.3M148.3K
0.7%
+28%
Added · +32K sh
37Wisdomtree TR
TRUE DEV INTL FD
$22.5M301.9K
0.6%
+3.1%
Added · +9K sh
38Capital Grp Fixed Incm ETF T
CORE BOND ETF
$22.3M850.2K
0.6%
+32%
Added · +207K sh
39Wisdomtree TR
INTL SMCAP DIV
$22.2M265.2K
0.6%
+2.2%
Added · +6K sh
40Pimco ETF TR
MULTISECTOR BD
$21.9M824.3K
0.6%
+33%
Added · +204K sh
41Ishares TR
MSCI EMG MKT ETF
$21.3M312.1K
0.6%
+7.8%
Added · +23K sh
42Sterling Infrastructure Inc
COM
$20.5M24.5K
0.6%
−29%
Reduced · −10K sh
43Ishares TR
LARG CAP DEC ETF
$20.1M737.0K
0.6%
−3.1%
Reduced · −24K sh
44Ishares TR
0-5 YR TIPS ETF
$18.3M178.7K
0.5%
+16%
Added · +24K sh
45Dimensional ETF Trust
US MKTWIDE VALUE
$17.5M317.9K
0.5%
+13%
Added · +35K sh
46Nvidia Corporation
COM
$15.8M79.1K
0.4%
+32%
Added · +19K sh
47Vanguard World FD
INF TECH ETF
$15.8M132.2K
0.4%
71×
Added · +130K sh
48Sprott Asset Management LP
PHYSICAL GOLD TR
$15.5M515.0K
0.4%
+1.6%
Added · +8K sh
49Microsoft Corp
COM
$15.3M41.1K
0.4%
+40%
Added · +12K sh
50Ishares TR
IBONDS 27 TRM TS
$14.9M666.1K
0.4%
+63%
Added · +258K sh
Showing 50 of 560 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 2026560$3.5B13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026453$2.5B13F-HR
Q4 2025Dec 31, 2025Jan 21, 2026456$2.8B13F-HR
Q3 2025Sep 30, 2025Oct 30, 2025426$2.0B13F-HR
Q2 2025Jun 30, 2025Jul 31, 2025380$1.6B13F-HR
Q1 2025Mar 31, 2025May 2, 2025285$1.5B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025279$1.5B13F-HR
Q3 2024Sep 30, 2024Nov 7, 2024332$1.5B13F-HR
Q2 2024Jun 30, 2024Aug 8, 2024273$1.2B13F-HR
Q1 2024Mar 31, 2024May 8, 2024298$1.4B13F-HR
Q4 2023Dec 31, 2023Feb 2, 2024267$1.3B13F-HR
Q3 2023Sep 30, 2023Nov 9, 2023243$1.1B13F-HR
Q2 2023Jun 30, 2023Jul 27, 2023281$1.2B13F-HR
Q1 2023Mar 31, 2023May 10, 2023427$909.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.