SEC 13F Intelligence

Managers / Q1 2025 · view latest →

BIP Alliance, LLC

CIK 0002056367 · 3575 PIEDMONT RD., BUILDING 15, SUITE 730, ATLANTA, GA, 30305 · 404-580-0254

Reported Value
$236M
Q1 2025
Positions
49
Filings on Record
3
2025–present window
Filed
May 2, 2025
original filing

Summary

Bip Alliance, LLC reported $236M in U.S.-listed holdings across 49 positions for Q1 2025.

The portfolio is heavily concentrated: VOO alone accounts for 30.7% of reported value.

Compared with Q4 2024, the fund opened 3 new positions and exited 2.

Portfolio Metrics

Turnover
+5.4%
vs prior filed quarter
Top-10 Concentration
+86.0%
share of reported value
Largest Position
+30.7%
Vanguard S P 500 Etf
New / Exited
3 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $236MQ4 ’24Q1 ’25: $236MQ1 ’25Q2 ’25: $260MQ2 ’25filingsflow.com

Portfolio Composition

By security type
ETP: 92.8%Common Stock: 6.9%ADR: 0.3%
  • ETP · 92.8% · $219M
  • Common Stock · 6.9% · $16M
  • ADR · 0.3% · $732,106

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
EXMOCEXXON MOBIL CORPNEW+1.8K1.8K+$209,198$209,198
ABBVABBVIE INCNEW+998998+$209,101$209,101
DRIDARDEN RESTAURANTS INCNEW+970970+$201,440$201,440
HDBHDFC BK LTDSOLD OUT3.4K0$219,934$0
TCEHYTENCENT HLDGS LTDSOLD OUT4.0K0$210,912$0
SCHESCHWAB EMERGING MARKETSTRIMMED32.8K21.8K$852,727$601,191
VXUSVANGUARD TOTALTRIMMED5.1K7.2K$280,389$447,927
VWOVANGUARD FTSE EMERGINGTRIMMED129.2K199.6K$5M$9M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

47 positions (from 49 filing rows — )
#IssuerClass% PortfolioValueShares
1VOOVANGUARD S&P 500 ETFhistory →UIE30.72%$73M141.4K
2VTEBVANGUARD MUNI BND TAXhistory →UIE11.19%$26M533.3K
3VEAVANGUARD FTSE DEVELOPEDhistory →UIE10.61%$25M493.6K
4BNDVANGUARD TOTAL BONDhistory →UIE9.36%$22M301.5K
5VXFVANGUARD EXTENDED MARKEThistory →UIE6.61%$16M90.8K
6BNDXVANGUARD TOTALUIE4.13%$10M198.0K
7VWOVANGUARD FTSE EMERGINGhistory →UIE3.82%$9M199.6K
8SUBISHARES SHORT TERM NTNLhistory →UIE3.79%$9M84.8K
9VGTVANGUARD INFORMATIONhistory →UIE3.57%$8M15.6K
10VCITVAG ITM-TERM CORPORATEhistory →UIE2.21%$5M64.0K
11BSVVANGUARD SHORT-TERM BONDhistory →UIE1.60%$4M48.4K
12USFRWISDOMTREE FLOATING RATEhistory →UIE1.11%$3M52.3K
13GPNGLOBAL PMTS INChistory →COM1.07%$3M25.9K
14AAPLAPPLE INChistory →COM1.04%$2M11.0K
15VGITVAG ITM-TERM TREASURYhistory →UIE1.03%$2M40.8K
16SCHFSCHWAB INTERNATIONALUIE0.71%$2M85.2K
17VTIVANGUARD TOTAL STOCKUIE0.63%$1M5.4K
18SPYSPDR S&P 500 ETFUIE0.62%$1M2.6K
19MSFTMICROSOFT CORPCOM0.60%$1M3.8K
20NVDANVIDIA CORPCOM0.50%$1M11.0K
21AMZNAMAZON.COM INCCOM0.49%$1M6.1K
22AFLAFLAC INCCOM0.43%$1M9.1K
23GOOGALPHABET INCCOM0.42%$981,9106.3K
24VTIPVANGUARD SHRT INF PROTUIE0.33%$780,43615.6K
25METAMETA PLATFORMS INCCOM0.32%$747,2121.3K
26SCHESCHWAB EMERGING MARKETSUIE0.25%$601,19121.8K
27IVVISHARES CORE S&P 500UIE0.23%$539,986961
28JNJJOHNSON & JOHNSONCOM0.20%$464,2152.8K
29BRK/BBERKSHIRE HATHAWAYCOM0.19%$445,237836
30JPMJPMORGAN CHASE & COCOM0.18%$437,3701.8K
31VVISA INCCOM0.18%$435,9721.2K
32TSLATESLA INCCOM0.18%$414,3971.6K
33VBKVANGUARD SMALL CAPUIE0.18%$414,1621.6K
34SWSMURFIT WESTROCK PLC FFGO0.17%$407,1629.0K
35NFLXNETFLIX INCCOM0.16%$375,810403
36LLYELI LILLY AND COCOM0.16%$369,182447
37AVGOBROADCOM INCCOM0.15%$351,7702.1K
38TSMTAIWAN SEMICONDUCTOR M FADR0.15%$347,2722.1K
39MAMASTERCARD INCCOM0.11%$260,357475
40COSTCOSTCO WHSL CORP NEWCOM0.10%$239,282253
41IBNICICI BK LTD FADR0.09%$224,4547.1K
42EXMOCEXXON MOBIL CORPCOM0.09%$209,1981.8K
43ABBVABBVIE INCCOM0.09%$209,101998
44VAWVANGUARD MATERIALS ETFUIE0.09%$207,3131.1K
45DRIDARDEN RESTAURANTS INCCOM0.09%$201,440970
46WITWIPRO LTD FADR0.04%$103,43433.8K
47MFGMIZUHO FINL GROUP INC FADR0.02%$56,94610.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2025$260M49Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$236M49May 2, 202513F-HRchanges · EDGAR ↗
Q4 2024$236M48Feb 18, 202513F-HRchanges · 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 ↗.