BIP Wealth, LLC

ATLANTA, GA · CIK 1590214 · 13F filing filed 2026-08-03

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAtlanta, GA

$3.5bn reported value +43.4% vs Q1 2026

560positions

40.1%in top 10

128 new 313 added 101 reduced 21 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	503,321	$375.9m10.66%	10.66%	Added +12.2k	+12,192 2.5%
2	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	5,521,691	$278.0m7.89%	7.89%	Added +422.0k	+421,975 8.3%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	273,046	$187.5m5.32%	5.32%	Added +163.4k	+163,370 149.0%
4	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	380,548	$140.8m4.00%	4.00%	Added +46.1k	+46,145 13.8%
5	VANGUARD INDEX FDS VALUE ETF VTV	VTV	513,451	$111.9m3.17%	3.17%	Added +51.6k	+51,578 11.2%
6	ISHARES TR TRS FLT RT BD TFLO	TFLO	1,521,470	$77.0m2.19%	2.19%	Added +218.5k	+218,469 16.8%
7	ISHARES TR MSCI EAFE ETF EFA	EFA	675,556	$70.2m1.99%	1.99%	Added +69.7k	+69,677 11.5%
8	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	395,865	$62.1m1.76%	1.76%	Added +16.8k	+16,827 4.4%
9	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	687,071	$57.5m1.63%	1.63%	Added +90.9k	+90,920 15.2%
10	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	1,742,998	$52.3m1.48%	1.48%	Added +264.8k	+264,822 17.9%
11	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,027,009	$45.6m1.29%	1.29%	Added +961.7k	+961,673 1471.9%
12	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	1,276,274	$43.2m1.23%	1.23%	Reduced -670.3k	-670,259 -34.4%
13	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	586,010	$41.8m1.18%	1.18%	Added +565.1k	+565,068 2698.2%
14	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	468,863	$38.8m1.10%	1.10%	Added +174.8k	+174,847 59.5%
15	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	704,661	$35.6m1.01%	1.01%	New
16	ISHARES TR CORE S&P500 ETF IVV	IVV	47,085	$35.3m1.00%	1.00%	Added +21.5k	+21,490 84.0%
17	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	479,975	$35.2m1.00%	1.00%	New
18	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,264,724	$35.0m0.99%	0.99%	Added +1.2m	+1,232,152 3782.9%
19	APPLE INC COM AAPL	AAPL	121,031	$35.0m0.99%	0.99%	Added +26.4k	+26,397 27.9%
20	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	568,711	$33.9m0.96%	0.96%	Added +258.4k	+258,350 83.2%
21	SPDR SER TR MSCI USA STRTGIC QUS	QUS	172,792	$32.3m0.92%	0.92%	Added +66.7k	+66,660 62.8%
22	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	520,295	$31.6m0.90%	0.90%	Added +88.5k	+88,533 20.5%
23	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	631,535	$31.1m0.88%	0.88%	Reduced -27.6k	-27,649 -4.2%
24	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	261,498	$31.1m0.88%	0.88%	Added +20.0k	+20,006 8.3%
25	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	837,360	$30.8m0.88%	0.88%	Added +787.7k	+787,714 1586.7%
26	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	677,471	$30.1m0.86%	0.86%	Reduced -12.9k	-12,939 -1.9%
27	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	691,401	$29.3m0.83%	0.83%	Reduced -24.6k	-24,576 -3.4%
28	ISHARES TR RUSSELL 2000 ETF IWM	IWM	95,927	$28.8m0.82%	0.82%	Added +10.6k	+10,591 12.4%
29	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	115,027	$28.3m0.80%	0.80%	Added +101.2k	+101,175 730.4%
30	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	314,734	$27.1m0.77%	0.77%	Added +36.6k	+36,640 13.2%
31	SSGA ACTIVE ETF TR ULT SHT TRM BD ULST	ULST	665,102	$26.9m0.76%	0.76%	Added +76.9k	+76,924 13.1%
32	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	282,526	$25.7m0.73%	0.73%	Added +35.1k	+35,142 14.2%
33	ISHARES TR SHRT NAT MUN ETF SUB	SUB	239,389	$25.5m0.72%	0.72%	Added +143.7k	+143,717 150.2%
34	ISHARES TR LARGE CAP MAX BU MAXJ	MAXJ	831,835	$24.2m0.69%	0.69%	Reduced -68.8k	-68,757 -7.6%
35	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	458,391	$24.2m0.69%	0.69%	New
36	ISHARES TR MSCI ACWI ETF ACWI	ACWI	148,329	$23.3m0.66%	0.66%	Added +32.2k	+32,179 27.7%
37	WISDOMTREE TR INTL LRGCAP DV DOL	DOL	301,931	$22.5m0.64%	0.64%	Added +9.0k	+9,043 3.1%
38	CAPITAL GRP FIXED INCM ETF T CORE BOND ETF CGCB	CGCB	850,240	$22.3m0.63%	0.63%	Added +206.8k	+206,750 32.1%
39	WISDOMTREE TR INTL SMCAP DIV DLS	DLS	265,198	$22.2m0.63%	0.63%	Added +5.7k	+5,684 2.2%
40	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	824,278	$21.9m0.62%	0.62%	Added +204.3k	+204,305 33.0%
41	ISHARES TR MSCI EMG MKT ETF EEM	EEM	312,073	$21.3m0.61%	0.61%	Added +22.7k	+22,676 7.8%
42	STERLING INFRASTRUCTURE INC COM STRL	STRL	24,481	$20.5m0.58%	0.58%	Reduced -10.1k	-10,069 -29.1%
43	ISHARES TR LARGE CAP MAX BU DMAX	DMAX	736,972	$20.1m0.57%	0.57%	Reduced -23.9k	-23,947 -3.1%
44	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	178,686	$18.3m0.52%	0.52%	Added +24.1k	+24,129 15.6%
45	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	317,908	$17.5m0.50%	0.50%	Added +35.5k	+35,458 12.6%
46	NVIDIA CORPORATION COM NVDA	NVDA	79,116	$15.8m0.45%	0.45%	Added +19.1k	+19,135 31.9%
47	VANGUARD WORLD FD INF TECH ETF VGT	VGT	132,219	$15.8m0.45%	0.45%	Added +117.3k	+117,291 785.7%
48	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	515,018	$15.5m0.44%	0.44%	Added +8.3k	+8,296 1.6%
49	MICROSOFT CORP COM MSFT	MSFT	41,085	$15.3m0.43%	0.43%	Added +11.7k	+11,661 39.6%
50	ISHARES TR IBONDS 27 TRM TS IBTH	IBTH	666,092	$14.9m0.42%	0.42%	Added +257.8k	+257,793 63.1%
51	ISHARES TR GLOBAL REIT ETF REET	REET	520,857	$14.4m0.41%	0.41%	Added +51.6k	+51,640 11.0%
52	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	274,807	$13.3m0.38%	0.38%	New
53	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	121,966	$13.3m0.38%	0.38%	Added +6.9k	+6,915 6.0%
54	ISHARES TR NATIONAL MUN ETF MUB	MUB	123,417	$13.3m0.38%	0.38%	Added +33.9k	+33,880 37.8%
55	AMAZON COM INC COM AMZN	AMZN	53,933	$12.9m0.36%	0.36%	Added +11.4k	+11,442 26.9%
56	ISHARES TR EAFE VALUE ETF EFV	EFV	166,410	$12.7m0.36%	0.36%	Added +14.8k	+14,761 9.7%
57	ISHARES TR CORE INTL AGGR IAGG	IAGG	247,549	$12.5m0.36%	0.36%	Added +35.9k	+35,931 17.0%
58	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	139,300	$12.2m0.35%	0.35%	Added +17.0k	+16,960 13.9%
59	WISDOMTREE TR GLB US QTLY DIV DNL	DNL	258,717	$11.9m0.34%	0.34%	Added +16.3k	+16,348 6.8%
60	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	34,602	$11.9m0.34%	0.34%	Added +644	+644 1.9%
61	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	322,953	$11.7m0.33%	0.33%	New
62	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	116,708	$11.6m0.33%	0.33%	Added +8.3k	+8,261 7.6%
63	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	95,010	$11.3m0.32%	0.32%	Added +766	+766 0.8%
64	ISHARES TR CORE MSCI EAFE IEFA	IEFA	116,838	$11.3m0.32%	0.32%	Added +96.7k	+96,670 479.3%
65	ISHARES TR CORE S&P TTL STK ITOT	ITOT	66,714	$11.0m0.31%	0.31%	Added +9.1k	+9,062 15.7%
66	ISHARES TR IBONDS 28 TRM TS IBTI	IBTI	488,074	$10.8m0.31%	0.31%	Added +258.1k	+258,120 112.2%
67	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	44,334	$10.8m0.31%	0.31%	Added +18.0k	+17,986 68.3%
68	WISDOMTREE TR EMG MKTS SMCAP DGS	DGS	164,935	$10.7m0.30%	0.30%	Added +10.5k	+10,544 6.8%
69	VANGUARD INDEX FDS SMALL CP ETF VB	VB	33,588	$10.2m0.29%	0.29%	Added +5.2k	+5,207 18.4%
70	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	116,965	$9.7m0.27%	0.27%	Added +44.6k	+44,609 61.6%
71	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	39,990	$9.5m0.27%	0.27%	Reduced -44.5k	-44,492 -52.7%
72	ISHARES TR IBONDS 26 TRM TS IBTG	IBTG	398,667	$9.1m0.26%	0.26%	Reduced -131.4k	-131,368 -24.8%
73	HOME DEPOT INC COM HD	HD	25,397	$9.0m0.25%	0.25%	Added +6.0k	+5,993 30.9%
74	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	303,145	$8.9m0.25%	0.25%	Added +282.6k	+282,621 1377.0%
75	ALPHABET INC CAP STK CL A GOOGL	GOOGL	24,915	$8.9m0.25%	0.25%	Added +5.5k	+5,479 28.2%
76	FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ YMAR	YMAR	308,886	$8.9m0.25%	0.25%	Added +10.3k	+10,293 3.5%
77	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	17,649	$8.8m0.25%	0.25%	Added +2.2k	+2,192 14.2%
78	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	171,585	$8.7m0.25%	0.25%	Reduced -15.1k	-15,140 -8.1%
79	WISDOMTREE TR US SMALLCAP DIVD DES	DES	212,265	$8.6m0.25%	0.25%	Reduced -1.5k	-1,504 -0.7%
80	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	170,740	$8.6m0.24%	0.24%	Added +22.8k	+22,832 15.4%
81	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	273,674	$8.5m0.24%	0.24%	Added +251.6k	+251,605 1140.1%
82	FIRST TR LRGE CP CORE ALPHA COM SHS FEX	FEX	60,352	$8.4m0.24%	0.24%	Reduced -66.7k	-66,700 -52.5%
83	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	53,374	$8.4m0.24%	0.24%	Added +14.9k	+14,854 38.6%
84	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		102,752	$8.4m0.24%	0.24%	Added +26.0k	+26,037 33.9%
85	ISHARES TR RUS 1000 VAL ETF IWD	IWD	33,499	$8.1m0.23%	0.23%	Added +30.9k	+30,933 1205.5%
86	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	147,024	$8.1m0.23%	0.23%	New
87	ISHARES TR LARGE CAP MAX BU MMAX	MMAX	288,154	$7.8m0.22%	0.22%	Reduced -10.0k	-10,005 -3.4%
88	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	197,090	$7.8m0.22%	0.22%	Added +43.4k	+43,391 28.2%
89	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	86,330	$7.8m0.22%	0.22%	Added +42.5k	+42,535 97.1%
90	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		184,039	$7.1m0.20%	0.20%	Added +56.8k	+56,782 44.6%
91	SPDR INDEX SHS FDS S&P EMKTSC ETF EWX	EWX	95,321	$7.1m0.20%	0.20%	Added +11.5k	+11,498 13.7%
92	ALPHABET INC CAP STK CL C GOOG	GOOG	17,962	$6.3m0.18%	0.18%	Added +6.1k	+6,149 52.0%
93	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	256,043	$6.2m0.18%	0.18%	New
94	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	153,798	$6.2m0.18%	0.18%	Added +38.6k	+38,580 33.5%
95	COCA COLA CO COM KO	KO	75,420	$6.1m0.17%	0.17%	Added +2.8k	+2,786 3.8%
96	ISHARES TR IBONDS 2026 TERM IBHF	IBHF	268,420	$6.1m0.17%	0.17%	Reduced -130.4k	-130,444 -32.7%
97	ISHARES TR MSCI ACWI EX US ACWX	ACWX	79,491	$6.1m0.17%	0.17%	Added +46.2k	+46,171 138.6%
98	AFLAC INC COM AFL	AFL	51,542	$6.0m0.17%	0.17%	Added +12.7k	+12,653 32.5%
99	ISHARES TR CORE DIV GRWTH DGRO	DGRO	79,332	$6.0m0.17%	0.17%	Added +75.5k	+75,548 1996.5%
100	FIRST TR EXCHANGE-TRADED FD VEST LADDERED ACYN	ACYN	288,494	$6.0m0.17%	0.17%	Added +112.8k	+112,835 64.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ARK 21SHARES BITCOIN ETF ARKB	ARKB	143,874	$3.2m143.9k shares
HONEYWELL INTL INC		3,368	$1.5m3.4k shares
ISHARES TR SMAX	SMAX	56,701	$1.5m56.7k shares
BLACKROCK ETF TRUST II IVVM	IVVM	31,105	$1.1m31.1k shares
BLACKROCK ETF TRUST II IVVB	IVVB	32,562	$1.0m32.6k shares
ISHARES ETHEREUM TR ETHA	ETHA	56,496	$894.3k56.5k shares
ALIBABA GROUP HLDG LTD BABA	BABA	4,259	$534.4k4.3k shares
MEDTRONIC PLC MDT	MDT	5,841	$506.1k5.8k shares
COINBASE GLOBAL INC COIN	COIN	2,125	$371.1k2.1k shares
FIRST TR EXCHANGE TRADED FD FXU	FXU	7,464	$370.2k7.5k shares
ISHARES TR IAK	IAK	2,745	$352.2k2.7k shares
BOSTON SCIENTIFIC CORP BSX	BSX	5,228	$328.1k5.2k shares
BLACK HILLS CORP BKH	BKH	4,600	$319.3k4.6k shares
SELECT SECTOR SPDR TR XLB	XLB	6,250	$312.3k6.2k shares
FIDELITY WISE ORIGIN BITCOIN FBTC	FBTC	4,970	$293.4k5.0k shares
FS SPECIALTY LENDING FD FSSL	FSSL	23,283	$291.3k23.3k shares
FIRST TR EXCHANGE-TRADED FD BGLD	BGLD	16,139	$276.6k16.1k shares
SSGA ACTIVE ETF TR TOTL	TOTL	6,915	$274.7k6.9k shares
ISHARES SILVER TR SLV	SLV	3,178	$216.6k3.2k shares
TASEKO MINES LTD		15,643	$100.9k15.6k shares
CARDLYTICS INC		18,205	$19.1k18.2k shares