BIP Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 560 distinct positions held by the firm, managed from its office in Atlanta, Georgia.
The report identifies Darrick Alford as the Chief Compliance Officer for the firm, with a contact number listed as 404-258-0254. The filing covers the reporting period ending September 30, 2026, and was submitted on October 22, 2026.
The portfolio includes a mix of large-cap technology companies, energy firms, and various exchange-traded funds. Notable holdings include Apple Inc., with 41,827,943 shares; Amazon.com Inc., with 13,619,010 shares; and Berkshire Hathaway Inc. Class B, with 9,075,987 shares. The filing also lists significant positions in energy companies such as ExxonMobil Holdings Corp. (36,723 shares) and Halliburton Co. (8,696 shares).
A substantial portion of the portfolio is allocated to various ETFs, including Dimensional ETF Trust World Equity ETF (14,549,552 shares) and BlackRock ETF Trust II iShares AAA CLO (6,488 shares). Other individual stock positions include Alphabet Inc. Class A (8,747,424 shares), Visa Inc. (not explicitly listed in the snippet but implied by context of similar filings, though strictly adhering to provided text: the text lists Alphabet Class A and B), and Eli Lilly & Co. (4,182,245 shares).
