13F filer

BIP Wealth

As of Sep 30, 2026 Filed Oct 22, 2026 CIK 1590214 SEC filings ↗

13F Value

$3.69B

Positions

560

Top Position

SPY10.7%

Top 5

30.8%

Latest filing changes

vs Jun 30, 2026

1 CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF >999%+$24.4M

2 IWV iShares Russell 3000 ETF >999%+$22.5M

3 SPY State Str SPDR S&P 500 ETF T — Tr Unit +3.1%+$12.0M

4 IJJ iShares S&P Mid-Cap 400 Value ETF >999%+$8.6M

5 VOO Vanguard 500 Index Fund — ETF Shares +3.6%+$6.8M

Holdings560

#
1	SPY State Str SPDR S&P 500 ETF T — Tr Unit	10.7%	$395.8M	+3.1%	519.0K	10.7%	ETF
2	USFR Wisdomtree Tr — Floatng Rat Trea	7.7%	$284.1M	+2.1%	5.64M	7.9%	Equity
3	VOO Vanguard 500 Index Fund — ETF Shares	5.4%	$198.2M	+3.6%	282.8K	5.3%	ETF
4	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	4.0%	$146.8M	+3.1%	392.4K	4.0%	ETF
5	VTV Vanguard Morningstar Value Index Fund — ETF Shares	3.0%	$112.3M	+1.2%	519.8K	3.2%	ETF
6	EFA iShares MSCI EAFE ETF	2.0%	$73.4M	+4.6%	706.7K	2.0%	ETF
7	VT Vanguard Total World Stock Index Fund — ETF Shares	1.7%	$61.3M	-2.0%	388.1K	1.8%	ETF
8	TFLO iShares Treasury Floating Rate Bond ETF	1.7%	$60.9M	-21.0%	1.20M	2.2%	ETF
9	SPSB State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	1.6%	$58.2M	+12.8%	1.97M	1.5%	ETF
10	VEU Vanguard FTSE All-World ex-US Index Fund — ETF Shares	1.6%	$58.0M	+1.7%	699.0K	1.6%	ETF
11	DFAC Dimensional U.S. Core Equity 2 ETF	1.3%	$48.1M	+5.4%	1.08M	1.3%	ETF
12	SCHG Schwab U.S. Large-Cap Growth ETF	1.3%	$46.6M	+1.7%	1.30M	1.2%	ETF
13	VEA Vanguard Developed Markets Index Fund — ETF Shares	1.1%	$42.4M	+2.5%	600.6K	1.2%	ETF
14	AAPL Apple	1.1%	$41.8M	+3.8%	125.6K	1.0%	Common Stock
15	VCIT Vanguard Intermediate-Term Corporate Bond Index Fund — ETF Shares	1.0%	$38.0M	+3.6%	485.8K	1.1%	ETF
16	IVV iShares Core S&P 500 ETF	1.0%	$36.2M	+0.4%	47.3K	1.0%	ETF
17	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	0.9%	$34.8M	+3.1%	586.4K	1.0%	ETF
18	BND Vanguard Total Bond Market Index Fund — ETF Shares	0.9%	$34.7M	+3.1%	494.7K	1.0%	ETF
19	SCHF Schwab International Equity ETF	0.9%	$34.6M	-0.4%	1.26M	1.0%	ETF
20	QUS State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF	0.9%	$33.7M	+2.6%	177.3K	0.9%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing40

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.