BIP Wealth, LLC
Top Portfolio Positions
197 positions ·
$594,315,064 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
491,129 | $319,400,833 | 53.74% | |
| AAPL |
Apple Inc.
Technology
|
94,634 | $24,017,162 | 4.04% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
506,722 | $17,958,227 | 3.02% | |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
34,550 | $14,071,178 | 2.37% | |
| MSFT |
Microsoft Corp
Technology
|
29,424 | $10,891,882 | 1.83% | |
| NVDA |
Nvidia Corp
Technology
|
59,981 | $10,460,686 | 1.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
42,491 | $8,849,600 | 1.49% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
19,404 | $6,381,781 | 1.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,436 | $5,589,016 | 0.94% | |
| KO |
Coca Cola Co
Consumer Defensive
|
72,634 | $5,523,815 | 0.93% |
Portfolio Trend
Holdings in GDLC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,876 | 7,274 | Shares | Sole | 2026-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||