Long-term investor
Bip Wealth, LLC @bipwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001590214).
Record
- Tracked since 2025-06-30 (446 days), 138 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months n/a · 1 year +16.2% · all +16.2%
- Max drawdown n/a · win rate 16% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 10.7% · long · since 2025-06-30
- 97717Y527 · 7.9% · long · since 2025-06-30
- 922908363 · 5.3% · long · since 2025-06-30
- 922908769 · 4.0% · long · since 2025-06-30
- 922908744 · 3.2% · long · since 2025-06-30
- 46434V860 · 2.2% · long · since 2025-06-30
- 464287465 · 2.0% · long · since 2025-06-30
- 922042742 · 1.8% · long · since 2025-06-30
- 922042775 · 1.6% · long · since 2025-06-30
- 78464A474 · 1.5% · long · since 2025-06-30
- 25434V708 · 1.3% · long · since 2026-03-31
- 808524300 · 1.2% · long · since 2025-06-30