We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|---|
476
ESCO Technologies
ESE
$7.12B
| $61.7K | 0.01% |
+316
| New | +$66.6K |
2025 Q4
0 quarters
|
|
477
Joby Aviation
JOBY
$5.93B
| $61.6K | 0.01% |
+4,663
| New | +$71.6K |
2025 Q4
0 quarters
|
|
478
Newmont
NEM
$122B
| $61.2K | 0.01% |
+613
| New | +$55.4K |
2025 Q4
0 quarters
|
|
479
Leidos
LDOS
$14.8B
| $60.6K | 0.01% |
+336
| New | +$63.7K |
2025 Q4
0 quarters
|
|
480
Banco de Chile
BCH
$19.4B
| $60.6K | 0.01% |
+1,595
| New | +$56.6K |
2025 Q4
0 quarters
|
|
481
Edison International
EIX
$20.7B
| $60.5K | 0.01% |
+1,008
| New | +$57.8K |
2025 Q4
0 quarters
|
|
482
VeriSign
VRSN
$26.1B
| $60.3K | 0.01% |
+248
| New | +$62.3K |
2025 Q4
0 quarters
|
|
483
Insulet
PODD
$9.13B
| $60K | 0.01% |
+211
| New | +$66K |
2025 Q4
0 quarters
|
|
484
Idacorp
IDA
$7.68B
| $59.5K | 0.01% |
+470
| New | +$61.1K |
2025 Q4
0 quarters
|
|
485
News Corp Class A
NWSA
$15.5B
| $59.4K | 0.01% |
+2,274
| New | +$59.7K |
2025 Q4
0 quarters
|
|
486
Grupo Aeroportuario del Pacifico
PAC
$12B
| $59.3K | 0.01% |
+225
| New | +$52.3K |
2025 Q4
0 quarters
|
|
487
Exelon
EXC
$42B
| $59.2K | 0.01% |
+1,359
| New | +$62K |
2025 Q4
0 quarters
|
|
488
Icon
ICLR
$12.5B
| $58.9K | 0.01% |
+323
| New | +$57.5K |
2025 Q4
0 quarters
|
|
489
Huntington Bancshares
HBAN
$31B
| $58.6K | 0.01% |
+3,380
| New | +$55.5K |
2025 Q4
0 quarters
|
|
490
Bio-Techne
TECH
$11.4B
| $58.2K | 0.01% |
+990
| New | +$60.2K |
2025 Q4
0 quarters
|
|
491
Vipshop
VIPS
$5.86B
| $57.6K | 0.01% |
+3,257
| New | +$62.7K |
2025 Q4
0 quarters
|
|
492
Prudential
PUK
$30.2B
| $57.4K | 0.01% |
+1,845
| New | +$52.9K |
2025 Q4
0 quarters
|
|
493
TransDigm Group
TDG
$60.3B
| $57.2K | 0.01% |
+43
| New | +$56.4K |
2025 Q4
0 quarters
|
|
494
RH
RH
$2.28B
| $57K | 0.01% |
+318
| New | +$54.4K |
2025 Q4
0 quarters
|
|
495
Zai Lab
ZLAB
$2.73B
| $56.9K | 0.01% |
+3,227
| New | +$75.5K |
2025 Q4
0 quarters
|
|
496
Southwest Airlines
LUV
$20.8B
| $56.9K | 0.01% |
+1,377
| New | +$48.1K |
2025 Q4
0 quarters
|
|
497
Rocket Lab Corp
RKLB
$47.3B
| $56.7K | 0.01% |
+813
| New | +$46.6K |
2025 Q4
0 quarters
|
|
498
Gold Fields
GFI
$31.7B
| $56.5K | 0.01% |
+1,295
| New | +$54.1K |
2025 Q4
0 quarters
|
|
499
Trip.com Group
TCOM
$24B
| $56.2K | 0.01% |
+781
| New | +$55.8K |
2025 Q4
0 quarters
|
|
500
Texas Pacific Land
TPL
$23.5B
| $56K | 0.01% |
+195
| New | +$59.6K |
2025 Q4
0 quarters
|
|
Similar funds
AW
RCP
FCM
SLC
MIM
MHR
SAS
HL
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.