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 | |
|---|---|---|---|---|---|---|---|
|
ECG
951
Everus Construction Group
ECG
$6.3B
| $10.5K | ﹤0.01% |
+123
| New | +$11K |
2025 Q4
0 quarters
|
|
952
Ubiquiti
UI
$37.6B
| $10.5K | ﹤0.01% |
+19
| New | +$12K |
2025 Q4
0 quarters
|
|
953
Repligen
RGEN
$10.3B
| $10.5K | ﹤0.01% |
+64
| New | +$10K |
2025 Q4
0 quarters
|
|
954
iRhythm Holdings
IRTC
$3.64B
| $10.5K | ﹤0.01% |
+59
| New | +$10.5K |
2025 Q4
0 quarters
|
|
955
Liberty Media Corporation Series C Common Stock
FWONK
$22.9B
| $10.3K | ﹤0.01% |
+105
| New | +$10.3K |
2025 Q4
0 quarters
|
|
956
Consolidated Edison
ED
$38.2B
| $10.3K | ﹤0.01% |
+104
| New | +$10.3K |
2025 Q4
0 quarters
|
|
957
Belden
BDC
$4.39B
| $10.3K | ﹤0.01% |
+88
| New | +$10.3K |
2025 Q4
0 quarters
|
|
958
FTI Consulting
FCN
$3.77B
| $10.3K | ﹤0.01% |
+60
| New | +$9.89K |
2025 Q4
0 quarters
|
|
959
Nu Holdings
NU
$64.9B
| $10.1K | ﹤0.01% |
+605
| New | +$9.72K |
2025 Q4
0 quarters
|
|
960
Herc Holdings
HRI
$4.63B
| $10.1K | ﹤0.01% |
+68
| New | +$9.32K |
2025 Q4
0 quarters
|
|
|
GTM
961
ZoomInfo Technologies
GTM
$1.08B
| $10.1K | ﹤0.01% |
+989
| New | +$10.2K |
2025 Q4
0 quarters
|
|
962
Align Technology
ALGN
$10.2B
| $9.99K | ﹤0.01% |
+64
| New | +$9.17K |
2025 Q4
0 quarters
|
|
963
Construction Partners
ROAD
$5.17B
| $9.99K | ﹤0.01% |
+92
| New | +$10.4K |
2025 Q4
0 quarters
|
|
964
Envista
NVST
$3.77B
| $9.96K | ﹤0.01% |
+459
| New | +$9.42K |
2025 Q4
0 quarters
|
|
965
American Airlines Group
AAL
$8.57B
| $9.84K | ﹤0.01% |
+642
| New | +$8.66K |
2025 Q4
0 quarters
|
|
966
Gorman-Rupp
GRC
$2.04B
| $9.84K | ﹤0.01% |
+206
| New | +$9.59K |
2025 Q4
0 quarters
|
|
967
Annaly Capital Management
NLY
$13.9B
| $9.76K | ﹤0.01% |
+437
| New | +$9.51K |
2025 Q4
0 quarters
|
|
968
BancFirst
BANF
$3.63B
| $9.75K | ﹤0.01% |
+92
| New | +$10.4K |
2025 Q4
0 quarters
|
|
969
Argan
AGX
$5.39B
| $9.71K | ﹤0.01% |
+31
| New | +$9.84K |
2025 Q4
0 quarters
|
|
970
Suzano
SUZ
$10.5B
| $9.67K | ﹤0.01% |
+1,035
| New | +$9.41K |
2025 Q4
0 quarters
|
|
971
Sylvamo
SLVM
$1.29B
| $9.63K | ﹤0.01% |
+200
| New | +$9.1K |
2025 Q4
0 quarters
|
|
972
Crane Co
CR
$12B
| $9.59K | ﹤0.01% |
+52
| New | +$9.65K |
2025 Q4
0 quarters
|
|
973
Zeta Global
ZETA
$8.19B
| $9.54K | ﹤0.01% |
+469
| New | +$8.76K |
2025 Q4
0 quarters
|
|
974
SSR Mining
SSRM
$6.78B
| $9.54K | ﹤0.01% |
+435
| New | +$9.68K |
2025 Q4
0 quarters
|
|
975
Eagle Materials
EXP
$5.26B
| $9.51K | ﹤0.01% |
+46
| New | +$10.2K |
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.