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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
–
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 | Technology | 19.36% |
| 2 | Financials | 7.82% |
| 3 | Healthcare | 7.65% |
| 4 | Consumer Discretionary | 5.54% |
| 5 | Communication Services | 4.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
HCA Healthcare
HCA
$89.1B
| $451K | 0.1% |
+965
| New | +$448K |
|
127
Mitsubishi UFJ Financial
MUFG
$256B
| $450K | 0.1% |
+28,371
| New | +$439K |
|
128
Autodesk
ADSK
$52.1B
| $448K | 0.1% |
+1,513
| New | +$458K |
|
129
Intuit
INTU
$95.9B
| $445K | 0.09% |
+672
| New | +$444K |
|
130
Korea Electric Power
KEP
$14.5B
| $442K | 0.09% |
+26,765
| New | +$424K |
|
131
KB Financial Group
KB
$41.3B
| $437K | 0.09% |
+5,074
| New | +$428K |
|
132
Schwab US Dividend Equity ETF
SCHD
$109B
| $431K | 0.09% |
+15,729
| New | +$428K |
|
133
Wheaton Precious Metals
WPM
$60.3B
| $430K | 0.09% |
+3,663
| New | +$392K |
|
134
ResMed
RMD
$31.7B
| $430K | 0.09% |
+1,784
| New | +$456K |
|
135
Royal Bank of Canada
RY
$296B
| $428K | 0.09% |
+2,511
| New | +$386K |
|
136
Intel
INTC
$511B
| $427K | 0.09% |
+11,576
| New | +$437K |
|
137
ServiceNow
NOW
$124B
| $427K | 0.09% |
+2,788
| New | +$478K |
|
138
Capital One
COF
$136B
| $423K | 0.09% |
+1,745
| New | +$388K |
|
139
ICICI Bank
IBN
$106B
| $422K | 0.09% |
+14,167
| New | +$435K |
|
140
Sumitomo Mitsui Financial
SMFG
$164B
| $419K | 0.09% |
+21,689
| New | +$376K |
|
141
Motorola Solutions
MSI
$77.7B
| $415K | 0.09% |
+1,082
| New | +$435K |
|
142
Welltower
WELL
$170B
| $405K | 0.09% |
+2,179
| New | +$407K |
|
143
ASE Group
ASX
$94.8B
| $404K | 0.09% |
+25,089
| New | +$357K |
|
144
CSX Corp
CSX
$93.1B
| $393K | 0.08% |
+10,828
| New | +$387K |
|
145
Vanguard Real Estate ETF
VNQ
$38.8B
| $389K | 0.08% |
+4,396
| New | +$395K |
|
146
Arista Networks
ANET
$244B
| $385K | 0.08% |
+2,941
| New | +$405K |
|
147
Boeing
BA
$176B
| $385K | 0.08% |
+1,772
| New | +$364K |
|
148
Canadian Imperial Bank of Commerce
CM
$111B
| $376K | 0.08% |
+4,148
| New | +$356K |
|
149
Unilever
UL
$134B
| $374K | 0.08% |
+5,722
| New | +$385K |
|
150
Adobe
ADBE
$105B
| $372K | 0.08% |
+1,063
| New | +$362K |
|
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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 Technology at 19% of assets, followed by Financials and Healthcare.
- 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.