BIP Alliance, LLC 13F Holdings · last filed Q2 2025
BIP Alliance, LLC reported 49 securities worth $260.38M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: VOO (33.21%), VEA (10.94%), VTEB (10.04%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $86.5M | 33.21% | 152,222 | Added |
| 2 | VEA | VANGUARD FTSE DEVELOPED | $28.5M | 10.94% | 499,746 | Added |
| 3 | VTEB | VANGUARD MUNI BND TAX | $26.1M | 10.04% | 533,216 | Trimmed |
| 4 | BND | VANGUARD TOTAL BOND | $20.8M | 7.97% | 281,943 | Trimmed |
| 5 | VXF | VANGUARD EXTENDED MARKET | $19.9M | 7.62% | 103,018 | Added |
| 6 | VGT | VANGUARD INFORMATION | $11.4M | 4.39% | 17,241 | Added |
| 7 | VWO | VANGUARD FTSE EMERGING | $9.8M | 3.76% | 197,694 | Trimmed |
| 8 | BNDX | VANGUARD TOTAL | $9.1M | 3.49% | 183,379 | Trimmed |
| 9 | SUB | ISHARES SHORT TERM NTNL | $8.9M | 3.41% | 83,457 | Trimmed |
| 10 | VCIT | VAG ITM-TERM CORPORATE | $5.3M | 2.05% | 64,245 | Added |
| 11 | BSV | VANGUARD SHORT-TERM BOND | $3.3M | 1.27% | 42,054 | Trimmed |
| 12 | AAPL | APPLE INC | $2.4M | 0.93% | 11,856 | Added |
| 13 | VGIT | VANGUARD INTER-TERM | $2.4M | 0.93% | 40,425 | Trimmed |
| 14 | SPY | SPDR S&P 500 ETF | $2.3M | 0.87% | 3,681 | Added |
| 15 | GPN | GLOBAL PMTS INC | $2.0M | 0.76% | 24,565 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $1.9M | 0.73% | 3,806 | Added |
| 17 | NVDA | NVIDIA CORP | $1.9M | 0.73% | 12,002 | Added |
| 18 | SCHF | SCHWAB INTERNATIONAL | $1.9M | 0.72% | 84,753 | Trimmed |
| 19 | VTI | VANGUARD TOTAL STOCK | $1.4M | 0.55% | 4,745 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $1.4M | 0.53% | 6,240 | Added |
| 21 | USFR | WISDOMTREE FLOATING RATE | $1.0M | 0.40% | 20,818 | Trimmed |
| 22 | AFL | AFLAC INC | $1.0M | 0.39% | 9,648 | Added |
| 23 | META | META PLATFORMS INC | $940,697 | 0.36% | 1,275 | Trimmed |
| 24 | BRKB | BERKSHIRE HATHAWAY | $895,760 | 0.34% | 1,844 | Added |
| 25 | SCHE | SCHWAB EMERGING MARKETS | $639,028 | 0.25% | 21,202 | Trimmed |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR