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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 | |
|---|---|---|---|---|---|---|---|
676
Waters Corp
WAT
$41.8B
| $28.1K | 0.01% |
+74
| New | +$27.2K |
2025 Q4
0 quarters
|
|
677
Murphy Oil
MUR
$5.4B
| $28.1K | 0.01% |
+899
| New | +$27K |
2025 Q4
0 quarters
|
|
678
AutoNation
AN
$5.37B
| $28.1K | 0.01% |
+136
| New | +$28.3K |
2025 Q4
0 quarters
|
|
679
Copel
ELPC
$9.55B
| $27.9K | 0.01% |
+2,937
| New | +$28K |
2025 Q4
0 quarters
|
|
|
SF
680
Stifel
SF
$10.6B
| $27.9K | 0.01% |
+335
| New | +$26.8K |
2025 Q4
0 quarters
|
|
681
Mettler-Toledo International
MTD
$29.8B
| $27.9K | 0.01% |
+20
| New | +$27.9K |
2025 Q4
0 quarters
|
|
682
Takeda Pharmaceutical
TAK
$57.1B
| $27.9K | 0.01% |
+1,787
| New | +$25.5K |
2025 Q4
0 quarters
|
|
683
Rithm Capital
RITM
$4.86B
| $27.8K | 0.01% |
+2,550
| New | +$28.2K |
2025 Q4
0 quarters
|
|
684
Darling Ingredients
DAR
$9.93B
| $27.8K | 0.01% |
+772
| New | +$26.1K |
2025 Q4
0 quarters
|
|
685
National Beverage
FIZZ
$2.84B
| $27.7K | 0.01% |
+870
| New | +$29.9K |
2025 Q4
0 quarters
|
|
686
InterDigital
IDCC
$8.65B
| $27.7K | 0.01% |
+87
| New | +$30.8K |
2025 Q4
0 quarters
|
|
687
Globus Medical
GMED
$10.2B
| $27.7K | 0.01% |
+317
| New | +$24.1K |
2025 Q4
0 quarters
|
|
688
Pinterest
PINS
$10.9B
| $27.4K | 0.01% |
+1,060
| New | +$30.5K |
2025 Q4
0 quarters
|
|
689
America Movil
AMX
$63.6B
| $27.3K | 0.01% |
+1,319
| New | +$29K |
2025 Q4
0 quarters
|
|
690
Regency Centers
REG
$13.1B
| $27.1K | 0.01% |
+393
| New | +$27.6K |
2025 Q4
0 quarters
|
|
691
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.6B
| $26.9K | 0.01% |
+56
| New | +$26.5K |
2025 Q4
0 quarters
|
|
692
Pembina Pipeline
PBA
$26.7B
| $26.8K | 0.01% |
+703
| New | +$27K |
2025 Q4
0 quarters
|
|
693
Seaboard Corp
SEB
$3.85B
| $26.7K | 0.01% |
+6
| New | +$23.7K |
2025 Q4
0 quarters
|
|
694
Alaska Air
ALK
$4.41B
| $26.7K | 0.01% |
+530
| New | +$24.5K |
2025 Q4
0 quarters
|
|
695
Ollie's Bargain Outlet
OLLI
$5.23B
| $26.6K | 0.01% |
+243
| New | +$29.3K |
2025 Q4
0 quarters
|
|
696
APA Corp
APA
$15.3B
| $26.6K | 0.01% |
+1,088
| New | +$26.3K |
2025 Q4
0 quarters
|
|
697
Fastenal
FAST
$58.2B
| $26.6K | 0.01% |
+662
| New | +$27.9K |
2025 Q4
0 quarters
|
|
698
Rayonier
RYN
$5.37B
| $26.6K | 0.01% |
+1,227
| New | +$27.7K |
2025 Q4
0 quarters
|
|
699
Kimco Realty
KIM
$14.9B
| $26.5K | 0.01% |
+1,308
| New | +$27.2K |
2025 Q4
0 quarters
|
|
700
Teradyne
TER
$70.2B
| $26.3K | 0.01% |
+136
| New | +$23.3K |
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.