BIP Wealth, LLC

RIA/Wealth

BIP Wealth, LLC is a RIA/Wealth based in Atlanta, GA led by William Joseph Harris, reporting $3.4B in AUM as of Q3 2025 with 90% ETF concentration, 56% concentrated in top 10 holdings, 17% allocation to SPY, and minimal technology exposure.

CEOWilliam Joseph Harris

Portfolio Value: $2.0B
Positions: 300
Top Holding: SPY at 16.89%
Last Reported: Q3 2025

Address3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA, 30305, United States

Top Holdings

Largest long holdings in BIP Wealth, LLC's portfolio (55.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$341.5M	16.89%	-$10.6M Sold	— 512.6K shares	Q1 2023 Held for 2y 8m
2 WisdomTree Floating Rate Treasury Fund USFR	ETF ETF	$258.4M	12.78%	+$186.0M Bought	— 19.5M shares	Q1 2023 Held for 2y 8m
3 Vanguard Total Stock Market VTI	ETF ETF	$106.8M	5.28%	+$5.6M Bought	— 325.3K shares	Q1 2023 Held for 2y 8m
4 Vanguard S&P 500 ETF VOO	ETF ETF	$94.8M	4.69%	+$91.1M Bought	— 154.7K shares	Q1 2023 Held for 2y 8m
5 iShares Treasury Floating Rate Bond TFLO	ETF ETF	$75.9M	3.75%	-$15.9M Sold	— 1.5M shares	Q1 2023 Held for 2y 8m
6 Vanguard Value VTV	ETF ETF	$61.5M	3.04%	-$3.0M Sold	— 330.0K shares	Q1 2023 Held for 2y 8m
7 iShares MSCI EAFE EFA	ETF ETF	$60.6M	3.00%	+$486.6K Bought	— 649.4K shares	Q1 2023 Held for 2y 8m
8 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$44.3M	2.19%	-$499.7K Sold	— 620.9K shares	Q1 2023 Held for 2y 8m
9 Vanguard Total World Stock VT	ETF ETF	$43.9M	2.17%	-$1.7M Sold	— 318.9K shares	Q1 2023 Held for 2y 8m
10 SPDR Portfolio Short Term Corporate Bond SPSB	ETF ETF	$39.1M	1.93%	+$17.7M Bought	— 1.3M shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BIP Wealth, LLC's latest filing

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Market Value

$2.0B

Prior: $1.6B

Q/Q Change

+24.75%

+$401.0M

Net Flows % of MV

+24.93%

Turnover Ratio

15.08%

New Purchases

35 stocks

$62.3M

Added To

178 stocks

+$488.3M

Sold Out Of

9 stocks

$5.9M

Reduced Holdings

53 stocks

-$40.8M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Tax-Exempt Bond Index Fund VTEB	New	0 → 566.5K +$28.4M
2 Vanguard Total Bond Market BND	New	0 → 329.6K +$24.5M
3 D.R. Horton DHI	New	0 → 4.3K +$720.4K
4 Dimensional World Equity DFAW	New	0 → 8.5K +$610.3K
5 Schwab Emerging Markets Equity SCHE	New	0 → 16.6K +$553.0K

Decreased Positions

Position	Shares Δ	Change
1 Smurfit Kappa Group SW	Sold	62.6K → 0 −$2.7M
2 Accenture ACN	Sold	4.4K → 0 −$1.3M
3 Eaton Corporation ETN	Sold	1.1K → 0 −$400.1K
4 Royal Bank of Canada RY	Sold	2.9K → 0 −$384.3K
5 Invesco Aerospace & Defense PPA	Sold	2.4K → 0 −$338.7K