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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 | |
|---|---|---|---|---|---|---|---|
1226
Core Scientific
CORZ
$5.29B
| $3.55K | ﹤0.01% |
+244
| New | +$4.25K |
2025 Q4
0 quarters
|
|
|
TEF
1227
DELISTED
Telefonica
TEF
| $3.55K | ﹤0.01% |
+877
| New | +$3.95K |
2025 Q4
0 quarters
|
|
1228
AXIS Capital
AXS
$6.92B
| $3.53K | ﹤0.01% |
+33
| New | +$3.28K |
2025 Q4
0 quarters
|
|
1229
SiTime
SITM
$21.3B
| $3.53K | ﹤0.01% |
+10
| New | +$3.13K |
2025 Q4
0 quarters
|
|
1230
Chewy
CHWY
$7.3B
| $3.5K | ﹤0.01% |
+106
| New | +$3.68K |
2025 Q4
0 quarters
|
|
1231
NewAmsterdam Pharma
NAMS
$2.77B
| $3.47K | ﹤0.01% |
+99
| New | +$3.6K |
2025 Q4
0 quarters
|
|
1232
Telus
TU
$12.7B
| $3.46K | ﹤0.01% |
+263
| New | +$3.7K |
2025 Q4
0 quarters
|
|
1233
Atlantic Union Bankshares
AUB
$5.54B
| $3.46K | ﹤0.01% |
+98
| New | +$3.37K |
2025 Q4
0 quarters
|
|
1234
Delek US
DK
$4.54B
| $3.44K | ﹤0.01% |
+116
| New | +$4.14K |
2025 Q4
0 quarters
|
|
1235
Luxfer Holdings
LXFR
$466M
| $3.42K | ﹤0.01% |
+253
| New | +$3.29K |
2025 Q4
0 quarters
|
|
1236
Advance Auto Parts
AAP
$2.34B
| $3.42K | ﹤0.01% |
+87
| New | +$4.36K |
2025 Q4
0 quarters
|
|
1237
SGHC Ltd
SGHC
$5.72B
| $3.41K | ﹤0.01% |
+285
| New | +$3.43K |
2025 Q4
0 quarters
|
|
1238
Liberty Energy
LBRT
$3.15B
| $3.4K | ﹤0.01% |
+184
| New | +$3.07K |
2025 Q4
0 quarters
|
|
1239
Albemarle
ALB
$12.3B
| $3.4K | ﹤0.01% |
+24
| New | +$2.72K |
2025 Q4
0 quarters
|
|
1240
Equity Lifestyle Properties
ELS
$11.3B
| $3.39K | ﹤0.01% |
+56
| New | +$3.46K |
2025 Q4
0 quarters
|
|
1241
Olin
OLN
$1.81B
| $3.35K | ﹤0.01% |
+161
| New | +$3.47K |
2025 Q4
0 quarters
|
|
1242
Coupang
CPNG
$24.8B
| $3.35K | ﹤0.01% |
+142
| New | +$4.04K |
2025 Q4
0 quarters
|
|
|
INN
1243
Summit Hotel Properties
INN
$649M
| $3.33K | ﹤0.01% |
+683
| New | +$3.57K |
2025 Q4
0 quarters
|
|
1244
The Greenbrier Companies
GBX
$1.26B
| $3.32K | ﹤0.01% |
+71
| New | +$3.18K |
2025 Q4
0 quarters
|
|
1245
Graham Holdings Company
GHC
$4.87B
| $3.3K | ﹤0.01% |
+3
| New | +$3.21K |
2025 Q4
0 quarters
|
|
1246
Brady Corp
BRC
$3.98B
| $3.29K | ﹤0.01% |
+42
| New | +$3.25K |
2025 Q4
0 quarters
|
|
1247
Innospec
IOSP
$2.4B
| $3.29K | ﹤0.01% |
+43
| New | +$3.25K |
2025 Q4
0 quarters
|
|
1248
Etsy
ETSY
$6.68B
| $3.27K | ﹤0.01% |
+59
| New | +$3.6K |
2025 Q4
0 quarters
|
|
|
VTYX
1249
DELISTED
Ventyx Biosciences
VTYX
| $3.27K | ﹤0.01% |
+362
| New | +$2.71K |
2025 Q4
0 quarters
|
|
1250
Byline Bancorp
BY
$1.71B
| $3.27K | ﹤0.01% |
+112
| New | +$3.15K |
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.