BP WEALTH MANAGEMENT, LLC

RIA/Wealth

BP WEALTH MANAGEMENT, LLC is a RIA/Wealth based in Boston, MA led by David Lee Biliter, reporting $5.0B in AUM as of Q3 2025 with 34% ETF concentration.

PresidentDavid Lee Biliter

Portfolio Value: $1.9B
Positions: 405
Top Holding: AAPL at 6.33%
Last Reported: Q3 2025

Address53 State Street, 28th Floor, Boston, MA, 02109, United States

Top Holdings

Largest long holdings in BP WEALTH MANAGEMENT, LLC's portfolio (35.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$117.6M	6.33%	-$8.8M Sold	0.00% 461.8K shares	Q4 2014 Held for 10y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$88.8M	4.78%	-$6.4M Sold	0.00% 171.5K shares	Q4 2014 Held for 10y 11m
3 iShares Russell Top 200 Growth IWY	ETF ETF	$88.1M	4.74%	-$166.9K Sold	— 322.0K shares	Q3 2023 Held for 2y 2m
4 Broadcom Inc. AVGO	Semiconductors Technology	$84.3M	4.54%	-$5.0M Sold	0.01% 255.5K shares	Q1 2015 Held for 10y 8m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$54.3M	2.92%	-$2.2M Sold	0.00% 247.2K shares	Q4 2014 Held for 10y 11m
6 IWX iShares Russell Top 200 Value IWX	ETF ETF	$48.0M	2.58%	+$1.2M Bought	— 545.7K shares	Q3 2023 Held for 2y 2m
7 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$45.7M	2.46%	-$16.2M Sold	— 455.4K shares	Q2 2019 Held for 6y 5m
8 Nvidia NVDA	Semiconductors Technology	$43.5M	2.34%	-$1.6M Sold	0.00% 233.1K shares	Q2 2017 Held for 8y 5m
9 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$41.5M	2.23%	-$2.5M Sold	— 475.5K shares	Q2 2019 Held for 6y 5m
10 iShares Russell Mid-Cap Value IWS	ETF ETF	$40.6M	2.19%	+$1.7M Bought	— 290.8K shares	Q2 2019 Held for 6y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BP WEALTH MANAGEMENT, LLC's latest filing

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Market Value

$1.9B

Prior: $1.9B

Q/Q Change

-0.44%

-$8.2M

Net Flows % of MV

-8.27%

Turnover Ratio

6.17%

New Purchases

1 stocks

$16.2M

Added To

82 stocks

+$18.1M

Sold Out Of

29 stocks

$10.7M

Reduced Holdings

295 stocks

-$177.2M

Increased Positions

Position	Shares Δ	Change
1 VCRB Vanguard Core Bond VCRB	New	0 → 206.2K +$16.2M
2 Amphenol APH	+135.15%	3.9K → 9.2K +$651.4K
3 Prologis PLD	+83.45%	5.3K → 9.8K +$510.3K
4 Coinbase Global, Inc. COIN	+75.74%	1.6K → 2.8K +$404.7K
5 Eastman Chemical EMN	+69.24%	14.0K → 23.8K +$613.0K

Decreased Positions

Position	Shares Δ	Change
1 DraftKings Inc. DKNG	Sold	56.5K → 0 −$2.4M
2 Invesco S&P 500 Equal Weight ETF RSP	Sold	4.0K → 0 −$725.9K
3 Vanguard Total International Bond BNDX	Sold	14.2K → 0 −$704.8K
4 SPDR Nuveen Bloomberg High Yield Municipal Bond HYMB	Sold	18.3K → 0 −$453.7K
5 TCW Transform 500 ETF VOTE	Sold	6.1K → 0 −$443.0K