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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 | |
|---|---|---|---|---|---|---|---|
851
Kanzhun
BZ
$6.49B
| $16.1K | ﹤0.01% |
+790
| New | +$17.1K |
2025 Q4
0 quarters
|
|
852
Uranium Energy
UEC
$4.61B
| $16.1K | ﹤0.01% |
+1,377
| New | +$18.1K |
2025 Q4
0 quarters
|
|
853
nVent Electric
NVT
$27.4B
| $16K | ﹤0.01% |
+157
| New | +$16.3K |
2025 Q4
0 quarters
|
|
854
Donaldson
DCI
$10.3B
| $15.9K | ﹤0.01% |
+180
| New | +$15.6K |
2025 Q4
0 quarters
|
|
855
Loews
L
$21.7B
| $15.8K | ﹤0.01% |
+150
| New | +$15.5K |
2025 Q4
0 quarters
|
|
856
Procept Biorobotics
PRCT
$983M
| $15.7K | ﹤0.01% |
+500
| New | +$16.6K |
2025 Q4
0 quarters
|
|
857
ONE Gas
OGS
$4.56B
| $15.6K | ﹤0.01% |
+202
| New | +$16.2K |
2025 Q4
0 quarters
|
|
|
RAL
858
Ralliant Corp
RAL
$8.1B
| $15.6K | ﹤0.01% |
+306
| New | +$14.3K |
2025 Q4
0 quarters
|
|
859
CMS Energy
CMS
$20B
| $15.5K | ﹤0.01% |
+221
| New | +$16.1K |
2025 Q4
0 quarters
|
|
860
Hyatt Hotels
H
$15B
| $15.4K | ﹤0.01% |
+96
| New | +$14.7K |
2025 Q4
0 quarters
|
|
861
Carnival Corporation Ltd
CCL
$34.6B
| $15.4K | ﹤0.01% |
+503
| New | +$14K |
2025 Q4
0 quarters
|
|
862
Exponent
EXPO
$3.2B
| $15.3K | ﹤0.01% |
+220
| New | +$15.5K |
2025 Q4
0 quarters
|
|
863
Ryanair
RYAAY
$28.5B
| $15.2K | ﹤0.01% |
+211
| New | +$13.7K |
2025 Q4
0 quarters
|
|
864
Antero Midstream
AM
$9.66B
| $15.2K | ﹤0.01% |
+852
| New | +$15.4K |
2025 Q4
0 quarters
|
|
865
Schwab U.S Small- Cap ETF
SCHA
$22B
| $15K | ﹤0.01% |
+528
| New | +$14.9K |
2025 Q4
0 quarters
|
|
866
Onto Innovation
ONTO
$16.1B
| $15K | ﹤0.01% |
+95
| New | +$13.5K |
2025 Q4
0 quarters
|
|
867
CoStar Group
CSGP
$11.1B
| $15K | ﹤0.01% |
+223
| New | +$15.8K |
2025 Q4
0 quarters
|
|
|
TLN
868
Talen Energy Corp
TLN
$15.2B
| $15K | ﹤0.01% |
+40
| New | +$15.5K |
2025 Q4
0 quarters
|
|
869
Post Holdings
POST
$3.29B
| $14.9K | ﹤0.01% |
+150
| New | +$15.5K |
2025 Q4
0 quarters
|
|
870
Zimmer Biomet
ZBH
$16.8B
| $14.8K | ﹤0.01% |
+165
| New | +$15.6K |
2025 Q4
0 quarters
|
|
871
Jackson Financial
JXN
$8.91B
| $14.8K | ﹤0.01% |
+139
| New | +$13.8K |
2025 Q4
0 quarters
|
|
872
Franco-Nevada
FNV
$46.2B
| $14.7K | ﹤0.01% |
+71
| New | +$14.4K |
2025 Q4
0 quarters
|
|
873
Ionis Pharmaceuticals
IONS
$7.24B
| $14.6K | ﹤0.01% |
+185
| New | +$13.9K |
2025 Q4
0 quarters
|
|
|
MRP
874
Millrose Properties Inc
MRP
$4.09B
| $14.6K | ﹤0.01% |
+488
| New | +$15.3K |
2025 Q4
0 quarters
|
|
875
Primerica
PRI
$8.48B
| $14.5K | ﹤0.01% |
+56
| New | +$14.6K |
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.