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 | |
|---|---|---|---|---|---|---|---|
726
XPO
XPO
$21.8B
| $24.3K | 0.01% |
+179
| New | +$24.4K |
2025 Q4
0 quarters
|
|
727
Grupo Aeroportuario del Sureste
ASR
$7.03B
| $24.3K | 0.01% |
+75
| New | +$23.2K |
2025 Q4
0 quarters
|
|
728
Carvana
CVNA
$45.9B
| $24.2K | 0.01% |
+285
| New | +$21.2K |
2025 Q4
0 quarters
|
|
729
MGE Energy Inc
MGEE
$2.67B
| $24.1K | 0.01% |
+307
| New | +$25.2K |
2025 Q4
0 quarters
|
|
730
Corpay
CPAY
$25.9B
| $24.1K | 0.01% |
+80
| New | +$23.2K |
2025 Q4
0 quarters
|
|
731
Independent Bank
INDB
$3.79B
| $24K | 0.01% |
+329
| New | +$23.4K |
2025 Q4
0 quarters
|
|
732
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.9B
| $24K | 0.01% |
+513
| New | +$23.9K |
2025 Q4
0 quarters
|
|
733
TIM SA
TIMB
$8.47B
| $24K | 0.01% |
+1,235
| New | +$27.1K |
2025 Q4
0 quarters
|
|
734
GATX Corp
GATX
$6.04B
| $23.7K | 0.01% |
+140
| New | +$23.1K |
2025 Q4
0 quarters
|
|
735
First Citizens BancShares
FCNCA
$23.4B
| $23.6K | 0.01% |
+11
| New | +$20.7K |
2025 Q4
0 quarters
|
|
736
CACI
CACI
$13.6B
| $23.4K | 0.01% |
+44
| New | +$24.9K |
2025 Q4
0 quarters
|
|
737
Janus Henderson Short Duration Income ETF
VNLA
$3.44B
| $23.3K | 0.01% |
+475
| New | +$23.4K |
2025 Q4
0 quarters
|
|
738
Lithia Motors
LAD
$6.77B
| $23.3K | 0.01% |
+70
| New | +$22.2K |
2025 Q4
0 quarters
|
|
|
UCB
739
United Community Banks
UCB
$4.11B
| $23.3K | 0.01% |
+745
| New | +$23K |
2025 Q4
0 quarters
|
|
740
Toll Brothers
TOL
$12.6B
| $23.3K | 0.01% |
+172
| New | +$23.3K |
2025 Q4
0 quarters
|
|
|
DOCU
741
DocuSign
DOCU
$12.9B
| $23.3K | 0.01% |
+340
| New | +$23.5K |
2025 Q4
0 quarters
|
|
742
Quest Diagnostics
DGX
$25.8B
| $23.3K | 0.01% |
+134
| New | +$24.4K |
2025 Q4
0 quarters
|
|
743
Weyerhaeuser
WY
$13.3B
| $23.2K | ﹤0.01% |
+979
| New | +$22.6K |
2025 Q4
0 quarters
|
|
744
Newmark Group
NMRK
$2.29B
| $23.2K | ﹤0.01% |
+1,337
| New | +$23.4K |
2025 Q4
0 quarters
|
|
745
Krystal Biotech
KRYS
$9.54B
| $23.2K | ﹤0.01% |
+94
| New | +$19.8K |
2025 Q4
0 quarters
|
|
|
ARIS
746
Aris Mining
ARIS
$3.61B
| $23.1K | ﹤0.01% |
+1,426
| New | +$17.5K |
2025 Q4
0 quarters
|
|
|
OKLO
747
Oklo
OKLO
$6.67B
| $22.9K | ﹤0.01% |
+319
| New | +$35.6K |
2025 Q4
0 quarters
|
|
748
Affirm
AFRM
$23.9B
| $22.9K | ﹤0.01% |
+307
| New | +$22.1K |
2025 Q4
0 quarters
|
|
749
NexGen Energy
NXE
$6.03B
| $22.7K | ﹤0.01% |
+2,470
| New | +$21.8K |
2025 Q4
0 quarters
|
|
750
Diageo
DEO
$47.1B
| $22.7K | ﹤0.01% |
+263
| New | +$24.2K |
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.