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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 | |
|---|---|---|---|---|---|---|---|
1376
Aurora
AUR
$11.4B
| $1.8K | ﹤0.01% |
+468
| New | +$2.14K |
2025 Q4
0 quarters
|
|
|
GAP
1377
The Gap Inc
GAP
$7.91B
| $1.79K | ﹤0.01% |
+70
| New | +$1.7K |
2025 Q4
0 quarters
|
|
1378
Supernus Pharmaceuticals
SUPN
$2.47B
| $1.79K | ﹤0.01% |
+36
| New | +$1.75K |
2025 Q4
0 quarters
|
|
1379
Shake Shack
SHAK
$2.46B
| $1.79K | ﹤0.01% |
+22
| New | +$1.94K |
2025 Q4
0 quarters
|
|
1380
Lyft
LYFT
$5.85B
| $1.78K | ﹤0.01% |
+92
| New | +$1.91K |
2025 Q4
0 quarters
|
|
1381
AGCO
AGCO
$8.03B
| $1.77K | ﹤0.01% |
+17
| New | +$1.81K |
2025 Q4
0 quarters
|
|
1382
Costamare
CMRE
$1.87B
| $1.77K | ﹤0.01% |
+112
| New | +$1.55K |
2025 Q4
0 quarters
|
|
1383
Abercrombie & Fitch
ANF
$5.77B
| $1.76K | ﹤0.01% |
+14
| New | +$1.22K |
2025 Q4
0 quarters
|
|
1384
Columbia Banking Systems
COLB
$8.18B
| $1.76K | ﹤0.01% |
+63
| New | +$1.71K |
2025 Q4
0 quarters
|
|
1385
MKS Inc
MKSI
$18.9B
| $1.76K | ﹤0.01% |
+11
| New | +$1.63K |
2025 Q4
0 quarters
|
|
1386
California Resources
CRC
$4.66B
| $1.74K | ﹤0.01% |
+39
| New | +$1.85K |
2025 Q4
0 quarters
|
|
1387
Tronox
TROX
$628M
| $1.74K | ﹤0.01% |
+416
| New | +$1.58K |
2025 Q4
0 quarters
|
|
1388
TTM Technologies
TTMI
$13.9B
| $1.73K | ﹤0.01% |
+25
| New | +$1.63K |
2025 Q4
0 quarters
|
|
1389
Hims & Hers Health
HIMS
$6.77B
| $1.72K | ﹤0.01% |
+53
| New | +$2.27K |
2025 Q4
0 quarters
|
|
|
SSII
1390
SS Innovations International
SSII
$535M
| $1.7K | ﹤0.01% |
+300
| New | +$2.07K |
2025 Q4
0 quarters
|
|
1391
New York Times
NYT
$10.1B
| $1.67K | ﹤0.01% |
+24
| New | +$1.49K |
2025 Q4
0 quarters
|
|
1392
Terex
TEX
$6.48B
| $1.66K | ﹤0.01% |
+31
| New | +$1.57K |
2025 Q4
0 quarters
|
|
1393
Fulton Financial
FULT
$4.35B
| $1.64K | ﹤0.01% |
+85
| New | +$1.56K |
2025 Q4
0 quarters
|
|
1394
MDU Resources
MDU
$3.91B
| $1.64K | ﹤0.01% |
+84
| New | +$1.65K |
2025 Q4
0 quarters
|
|
1395
Embecta
EMBC
$320M
| $1.64K | ﹤0.01% |
+138
| New | +$1.82K |
2025 Q4
0 quarters
|
|
1396
Lucid Motors
LCID
$1.63B
| $1.64K | ﹤0.01% |
+155
| New | +$2.48K |
2025 Q4
0 quarters
|
|
|
TEN
1397
Tsakos Energy Navigation Ltd
TEN
$1.51B
| $1.64K | ﹤0.01% |
+73
| New | +$1.71K |
2025 Q4
0 quarters
|
|
1398
Safety Insurance
SAFT
$1.53B
| $1.64K | ﹤0.01% |
+21
| New | +$1.55K |
2025 Q4
0 quarters
|
|
1399
MarketAxess Holdings
MKTX
$5.78B
| $1.63K | ﹤0.01% |
+9
| New | +$1.54K |
2025 Q4
0 quarters
|
|
1400
ProKidney
PROK
$359M
| $1.61K | ﹤0.01% |
+720
| New | +$1.89K |
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.