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BWA
Basecamp Wealth Advisors Portfolio holdings
AUM
$537M
This Fund
S&P 500
This Quarter
Est. Return
+4.33%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$469M
AUM Growth
–
Cap. Flow
+$464M
Cap. Flow
% of AUM
98.84%
Top 10 Holdings %
Top 10 Hldgs %
53.66%
Holding
1,752
New
1,752
Increased
–
Reduced
–
Closed
–
Avg Time Held Equity + Options
0
quarters
Top 10 Avg Time Held Equity + Options
0
quarters
Top 20 Avg Time Held Equity + Options
0
quarters
Avg Time Held Equity only
0
quarters
Top 10 Avg Time Held Equity only
0
quarters
Top 20 Avg Time Held Equity only
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$88.6M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$54.6M |
| 3 |
Microsoft
MSFT
|
+$24.3M |
| 4 |
Apple
AAPL
|
+$15.6M |
| 5 |
NVIDIA
NVDA
|
+$15.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 44.09% |
| 2 | Technology | 19.36% |
| 3 | Financials | 7.82% |
| 4 | Healthcare | 7.65% |
| 5 | Consumer Discretionary | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
276
Equinor
EQNR
$101B
| $169K | 0.04% |
+7,149
| New | +$169K |
2025 Q4
0 quarters
|
|
|
DFUS
277
Dimensional US Equity ETF
DFUS
$21.5B
| $167K | 0.04% |
+2,245
| New | +$165K |
2025 Q4
0 quarters
|
|
278
Stellantis
STLA
$12.8B
| $166K | 0.04% |
+15,224
| New | +$164K |
2025 Q4
0 quarters
|
|
279
Vanguard Dividend Appreciation ETF
VIG
$110B
| $166K | 0.04% |
+754
| New | +$165K |
2025 Q4
0 quarters
|
|
280
Constellation Energy
CEG
$91.2B
| $165K | 0.04% |
+467
| New | +$170K |
2025 Q4
0 quarters
|
|
281
Yum! Brands
YUM
$37.1B
| $165K | 0.04% |
+1,088
| New | +$161K |
2025 Q4
0 quarters
|
|
282
James Hardie Industries
JHX
$14.5B
| $163K | 0.03% |
+7,844
| New | +$157K |
2025 Q4
0 quarters
|
|
283
Wipro
WIT
$17B
| $161K | 0.03% |
+56,778
| New | +$155K |
2025 Q4
0 quarters
|
|
284
Becton Dickinson
BDX
$48.2B
| $160K | 0.03% |
+826
| New | +$157K |
2025 Q4
0 quarters
|
|
285
Grupo Cibest SA
CIB
$21.7B
| $159K | 0.03% |
+2,499
| New | +$150K |
2025 Q4
0 quarters
|
|
286
NatWest
NWG
$69.9B
| $158K | 0.03% |
+9,016
| New | +$143K |
2025 Q4
0 quarters
|
|
287
United Parcel Service
UPS
$79.1B
| $156K | 0.03% |
+1,575
| New | +$147K |
2025 Q4
0 quarters
|
|
288
Tenaris
TS
$28.3B
| $156K | 0.03% |
+4,046
| New | +$156K |
2025 Q4
0 quarters
|
|
289
Western Digital
WDC
$150B
| $155K | 0.03% |
+903
| New | +$137K |
2025 Q4
0 quarters
|
|
290
iShares Global Clean Energy ETF
ICLN
$2.23B
| $154K | 0.03% |
+9,361
| New | +$156K |
2025 Q4
0 quarters
|
|
291
SPX Corp
SPXC
$8.67B
| $153K | 0.03% |
+766
| New | +$156K |
2025 Q4
0 quarters
|
|
292
Ecolab
ECL
$76.7B
| $153K | 0.03% |
+582
| New | +$155K |
2025 Q4
0 quarters
|
|
293
Archer Daniels Midland
ADM
$38.8B
| $151K | 0.03% |
+2,633
| New | +$157K |
2025 Q4
0 quarters
|
|
294
Impinj
PI
$5.79B
| $151K | 0.03% |
+869
| New | +$155K |
2025 Q4
0 quarters
|
|
295
Ventas
VTR
$43.1B
| $150K | 0.03% |
+1,943
| New | +$147K |
2025 Q4
0 quarters
|
|
296
General Mills
GIS
$17.1B
| $150K | 0.03% |
+3,225
| New | +$153K |
2025 Q4
0 quarters
|
|
297
Moody's
MCO
$76.4B
| $150K | 0.03% |
+293
| New | +$143K |
2025 Q4
0 quarters
|
|
298
Alcon
ALC
$30.8B
| $150K | 0.03% |
+1,900
| New | +$146K |
2025 Q4
0 quarters
|
|
299
Coinbase
COIN
$48.3B
| $149K | 0.03% |
+659
| New | +$196K |
2025 Q4
0 quarters
|
|
300
HubSpot
HUBS
$10.7B
| $147K | 0.03% |
+367
| New | +$152K |
2025 Q4
0 quarters
|
|
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Basecamp Wealth Advisors's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Basecamp Wealth Advisors, which disclosed 1,752 positions worth $469M. Its ten largest holdings account for 54% of the portfolio.
Its largest position is Vanguard Morningstar Total Stock Market ETF: 266,429 shares worth $89.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 44% of assets, followed by Technology and Financials.
- Basecamp Wealth Advisors's largest Q4 2025 buy was Vanguard Morningstar Total Stock Market ETF: 266,429 shares worth $89.3M.
- Basecamp Wealth Advisors's ten largest holdings make up 54% of its $469M portfolio in Q4 2025.
- Basecamp Wealth Advisors disclosed 1,752 positions in Q4 2025, its first 13F filing on record.
Based on Basecamp Wealth Advisors's 13F filing for Q4 2025, filed 24 Jun 2026.