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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 | |
|---|---|---|---|---|---|---|---|
|
PR
1476
Permian Resources
PR
$18.5B
| $1.09K | ﹤0.01% |
+78
| New | +$1.05K |
2025 Q4
0 quarters
|
|
1477
4D Molecular Therapeutics
FDMT
$755M
| $1.09K | ﹤0.01% |
+145
| New | +$1.47K |
2025 Q4
0 quarters
|
|
1478
Pure Cycle
PCYO
$263M
| $1.09K | ﹤0.01% |
+99
| New | +$1.11K |
2025 Q4
0 quarters
|
|
1479
Fiverr
FVRR
$307M
| $1.09K | ﹤0.01% |
+55
| New | +$1.19K |
2025 Q4
0 quarters
|
|
1480
Nabors Industries
NBR
$1.21B
| $1.09K | ﹤0.01% |
+20
| New | +$975 |
2025 Q4
0 quarters
|
|
1481
Copa Holdings
CPA
$5.41B
| $1.08K | ﹤0.01% |
+9
| New | +$1.1K |
2025 Q4
0 quarters
|
|
1482
Laureate Education
LAUR
$5.32B
| $1.08K | ﹤0.01% |
+32
| New | +$988 |
2025 Q4
0 quarters
|
|
|
MPX
1483
DELISTED
Marine Products Corp
MPX
| $1.08K | ﹤0.01% |
+123
| New | +$1.06K |
2025 Q4
0 quarters
|
|
1484
ProPetro Holding
PUMP
$1.14B
| $1.07K | ﹤0.01% |
+113
| New | +$982 |
2025 Q4
0 quarters
|
|
1485
SmartRent
SMRT
$230M
| $1.05K | ﹤0.01% |
+522
| New | +$855 |
2025 Q4
0 quarters
|
|
1486
Western Union
WU
$1.87B
| $1.05K | ﹤0.01% |
+113
| New | +$998 |
2025 Q4
0 quarters
|
|
1487
Brink's
BCO
$4.19B
| $1.05K | ﹤0.01% |
+9
| New | +$1.03K |
2025 Q4
0 quarters
|
|
1488
Baidu
BIDU
$28.7B
| $1.04K | ﹤0.01% |
+8
| New | +$993 |
2025 Q4
0 quarters
|
|
|
GPGI
1489
GPGI Inc
GPGI
$3.74B
| $1.04K | ﹤0.01% |
+54
| New | +$1.08K |
2025 Q4
0 quarters
|
|
1490
West Fraser Timber
WFG
$5.21B
| $1.04K | ﹤0.01% |
+17
| New | +$1.06K |
2025 Q4
0 quarters
|
|
|
EFXT
1491
Enerflex
EFXT
$3B
| $1.03K | ﹤0.01% |
+67
| New | +$891 |
2025 Q4
0 quarters
|
|
1492
Snap-on
SNA
$19.1B
| $1.03K | ﹤0.01% |
+3
| New | +$1.03K |
2025 Q4
0 quarters
|
|
1493
Lamar Advertising Co
LAMR
$14.6B
| $1.01K | ﹤0.01% |
+8
| New | +$1K |
2025 Q4
0 quarters
|
|
1494
10x Genomics
TXG
$12.2B
| $1.01K | ﹤0.01% |
+62
| New | +$937 |
2025 Q4
0 quarters
|
|
1495
Hawaiian Electric Industries
HE
$1.54B
| $1.01K | ﹤0.01% |
+82
| New | +$950 |
2025 Q4
0 quarters
|
|
|
NFBK
1496
DELISTED
Northfield Bancorp
NFBK
| $1.01K | ﹤0.01% |
+88
| New | +$975 |
2025 Q4
0 quarters
|
|
1497
Prime Medicine
PRME
$541M
| $996 | ﹤0.01% |
+287
| New | +$1.28K |
2025 Q4
0 quarters
|
|
|
AIV
1498
Aimco
AIV
$280M
| $986 | ﹤0.01% |
+166
| New | +$994 |
2025 Q4
0 quarters
|
|
1499
MakeMyTrip
MMYT
$4.2B
| $985 | ﹤0.01% |
+12
| New | +$984 |
2025 Q4
0 quarters
|
|
1500
Match Group
MTCH
$9.26B
| $969 | ﹤0.01% |
+30
| New | +$986 |
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.