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Darrick Alford

Bip Wealth, Llc

Assets Managed
$2.459B
Holdings
453
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
-13.22%(2Q avg: 13.38%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bip Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 453 positions.

Assets under management

The assets under management (AUM) of Bip Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.459B in assets, with a quarterly growth rate of -13.22% and a 2-quarter average growth rate of 13.38%. The portfolio is managed by Darrick Alford, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -5.37%
13%
$319.401M
491,129 shares@ $650.34 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -3.88%
10.45%
$256.72M
5.1M shares@ $50.34 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.8%
4.37%
$107.28M
334,403 shares@ $320.81 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -5.79%
3.69%
$90.619M
461,873 shares@ $196.2 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Decreased -12.99%
2.69%
$65.971M
1.303M shares@ $50.64 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -56.41%
2.67%
$65.537M
109,676 shares@ $597.55 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -5.71%
2.4%
$58.849M
605,879 shares@ $97.13 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 9.39%
2.31%
$56.703M
1.947M shares@ $29.14 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Decreased -6.28%
2.14%
$52.429M
379,038 shares@ $138.32 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -7.05%
1.83%
$44.771M
596,151 shares@ $75.1 avg price

1-10 of 453