Managers / Q4 2024 · view latest →
BIP Wealth, LLC
CIK 0001590214 · 3575 PIEDMONT ROAD BLDG 15-730, ATLANTA, GA, 30305 · 404-495-5230
Reported Value
$1.5B
Q4 2024
Positions
279
Filings on Record
13
2019–present window
Filed
Feb 14, 2025
original filing
Summary
Bip Wealth, Llc reported $1.5B in U.S.-listed holdings across 279 positions for Q4 2024.
The portfolio is heavily concentrated: SPY alone accounts for 20.6% of reported value.
Compared with Q3 2024, the fund opened 40 new positions and exited 6.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.5B | 453 | Apr 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.8B | 456 | Jan 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.0B | 426 | Oct 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.6B | 380 | Jul 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.5B | 285 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.5B | 279 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.5B | 332 | Nov 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.2B | 273 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.4B | 298 | May 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.3B | 267 | Feb 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.1B | 243 | Nov 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.2B | 281 | Jul 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $909M | 427 | May 10, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.