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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 | |
|---|---|---|---|---|---|---|---|
1426
QuidelOrtho
QDEL
$739M
| $1.43K | ﹤0.01% |
+50
| New | +$1.35K |
2025 Q4
0 quarters
|
|
|
VNET
1427
VNET Group
VNET
$1.46B
| $1.41K | ﹤0.01% |
+167
| New | +$1.55K |
2025 Q4
0 quarters
|
|
1428
Asbury Automotive
ABG
$3.16B
| $1.4K | ﹤0.01% |
+6
| New | +$1.42K |
2025 Q4
0 quarters
|
|
1429
indie Semiconductor
INDI
$688M
| $1.39K | ﹤0.01% |
+394
| New | +$1.73K |
2025 Q4
0 quarters
|
|
1430
Arcosa
ACA
$7.19B
| $1.38K | ﹤0.01% |
+13
| New | +$1.31K |
2025 Q4
0 quarters
|
|
1431
Arcus Biosciences
RCUS
$3.11B
| $1.38K | ﹤0.01% |
+58
| New | +$1.18K |
2025 Q4
0 quarters
|
|
1432
VSE Corp
VSEC
$4.69B
| $1.38K | ﹤0.01% |
+8
| New | +$1.37K |
2025 Q4
0 quarters
|
|
1433
Aaon
AAON
$6.87B
| $1.37K | ﹤0.01% |
+18
| New | +$1.66K |
2025 Q4
0 quarters
|
|
1434
HUB Group
HUBG
$1.82B
| $1.36K | ﹤0.01% |
+32
| New | +$1.22K |
2025 Q4
0 quarters
|
|
1435
Piper Sandler
PIPR
$4.62B
| $1.36K | ﹤0.01% |
+16
| New | +$1.35K |
2025 Q4
0 quarters
|
|
1436
Broadstone Net Lease
BNL
$3.56B
| $1.35K | ﹤0.01% |
+78
| New | +$1.4K |
2025 Q4
0 quarters
|
|
1437
QuantumScape Corp
QS
$2.81B
| $1.33K | ﹤0.01% |
+128
| New | +$1.76K |
2025 Q4
0 quarters
|
|
|
PRA
1438
DELISTED
ProAssurance
PRA
| $1.33K | ﹤0.01% |
+55
| New | +$1.32K |
2025 Q4
0 quarters
|
|
1439
Trupanion
TRUP
$1.03B
| $1.31K | ﹤0.01% |
+35
| New | +$1.38K |
2025 Q4
0 quarters
|
|
|
ACLX
1440
DELISTED
Arcellx
ACLX
| $1.3K | ﹤0.01% |
+20
| New | +$1.6K |
2025 Q4
0 quarters
|
|
1441
Tanger
SKT
$4.03B
| $1.3K | ﹤0.01% |
+39
| New | +$1.3K |
2025 Q4
0 quarters
|
|
1442
Crawford & Co Class A
CRD.A
$603M
| $1.29K | ﹤0.01% |
+115
| New | +$1.27K |
2025 Q4
0 quarters
|
|
1443
Sight Sciences
SGHT
$470M
| $1.28K | ﹤0.01% |
+162
| New | +$1.03K |
2025 Q4
0 quarters
|
|
1444
FNB Corp
FNB
$6.21B
| $1.28K | ﹤0.01% |
+75
| New | +$1.23K |
2025 Q4
0 quarters
|
|
1445
EyePoint Inc
EYPT
$280M
| $1.28K | ﹤0.01% |
+70
| New | +$992 |
2025 Q4
0 quarters
|
|
1446
Brookfield Infrastructure
BIPC
$4.51B
| $1.27K | ﹤0.01% |
+28
| New | +$1.27K |
2025 Q4
0 quarters
|
|
|
ATXS
1447
DELISTED
Astria Therapeutics
ATXS
| $1.27K | ﹤0.01% |
+97
| New | +$1.16K |
2025 Q4
0 quarters
|
|
1448
Deckers Outdoor
DECK
$10.8B
| $1.24K | ﹤0.01% |
+12
| New | +$1.13K |
2025 Q4
0 quarters
|
|
|
HTBK
1449
DELISTED
Heritage Commerce
HTBK
| $1.23K | ﹤0.01% |
+102
| New | +$1.11K |
2025 Q4
0 quarters
|
|
1450
Kontoor Brands
KTB
$3.54B
| $1.22K | ﹤0.01% |
+20
| New | +$1.49K |
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.