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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 | |
|---|---|---|---|---|---|---|---|
1151
Neurocrine Biosciences
NBIX
$14.6B
| $4.96K | ﹤0.01% |
+35
| New | +$5.07K |
2025 Q4
0 quarters
|
|
1152
Pegasystems
PEGA
$5.58B
| $4.96K | ﹤0.01% |
+83
| New | +$4.86K |
2025 Q4
0 quarters
|
|
1153
Community Bank
CBU
$3.19B
| $4.94K | ﹤0.01% |
+86
| New | +$4.95K |
2025 Q4
0 quarters
|
|
1154
Kennametal
KMT
$2.49B
| $4.92K | ﹤0.01% |
+173
| New | +$4.42K |
2025 Q4
0 quarters
|
|
1155
Affiliated Managers Group
AMG
$9.61B
| $4.9K | ﹤0.01% |
+17
| New | +$4.39K |
2025 Q4
0 quarters
|
|
1156
Credo Technology Group
CRDO
$41.1B
| $4.89K | ﹤0.01% |
+34
| New | +$5.23K |
2025 Q4
0 quarters
|
|
1157
Vanda Pharmaceuticals
VNDA
$280M
| $4.88K | ﹤0.01% |
+553
| New | +$3.04K |
2025 Q4
0 quarters
|
|
1158
Spire
SR
$4.58B
| $4.8K | ﹤0.01% |
+58
| New | +$4.95K |
2025 Q4
0 quarters
|
|
1159
Praxis Precision Medicines
PRAX
$8.25B
| $4.72K | ﹤0.01% |
+16
| New | +$2.98K |
2025 Q4
0 quarters
|
|
1160
Mirum Pharmaceuticals
MIRM
$5.38B
| $4.66K | ﹤0.01% |
+59
| New | +$4.24K |
2025 Q4
0 quarters
|
|
1161
CDW
CDW
$16.7B
| $4.63K | ﹤0.01% |
+34
| New | +$5.01K |
2025 Q4
0 quarters
|
|
1162
Varonis Systems
VRNS
$5.46B
| $4.63K | ﹤0.01% |
+141
| New | +$5.92K |
2025 Q4
0 quarters
|
|
1163
Ameris Bancorp
ABCB
$5.47B
| $4.61K | ﹤0.01% |
+62
| New | +$4.61K |
2025 Q4
0 quarters
|
|
1164
Zurn Elkay Water Solutions
ZWS
$7.91B
| $4.6K | ﹤0.01% |
+99
| New | +$4.65K |
2025 Q4
0 quarters
|
|
1165
IPG Photonics
IPGP
$3.58B
| $4.58K | ﹤0.01% |
+64
| New | +$5.22K |
2025 Q4
0 quarters
|
|
1166
First Hawaiian
FHB
$3.07B
| $4.55K | ﹤0.01% |
+180
| New | +$4.47K |
2025 Q4
0 quarters
|
|
1167
Bath & Body Works
BBWI
$3.24B
| $4.54K | ﹤0.01% |
+226
| New | +$4.99K |
2025 Q4
0 quarters
|
|
1168
Eastman Chemical
EMN
$7.42B
| $4.53K | ﹤0.01% |
+71
| New | +$4.38K |
2025 Q4
0 quarters
|
|
1169
BioMarin Pharmaceuticals
BMRN
$11.1B
| $4.52K | ﹤0.01% |
+76
| New | +$4.14K |
2025 Q4
0 quarters
|
|
1170
SouthState Bank Corp
SSB
$9.88B
| $4.52K | ﹤0.01% |
+48
| New | +$4.45K |
2025 Q4
0 quarters
|
|
1171
Cognex
CGNX
$10.9B
| $4.46K | ﹤0.01% |
+124
| New | +$5.02K |
2025 Q4
0 quarters
|
|
|
TPH
1172
DELISTED
Tri Pointe Homes
TPH
| $4.44K | ﹤0.01% |
+141
| New | +$4.58K |
2025 Q4
0 quarters
|
|
1173
Compass
COMP
$7.08B
| $4.43K | ﹤0.01% |
+419
| New | +$3.82K |
2025 Q4
0 quarters
|
|
1174
O-I Glass
OI
$860M
| $4.43K | ﹤0.01% |
+300
| New | +$3.97K |
2025 Q4
0 quarters
|
|
1175
Black Hills Corp
BKH
$5.41B
| $4.37K | ﹤0.01% |
+63
| New | +$4.25K |
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.