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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 | |
|---|---|---|---|---|---|---|---|
1576
Ameresco
AMRC
$1.14B
| $674 | ﹤0.01% |
+23
| New | +$807 |
2025 Q4
0 quarters
|
|
1577
Equinox Gold
EQX
$13B
| $674 | ﹤0.01% |
+48
| New | +$606 |
2025 Q4
0 quarters
|
|
1578
Watsco Inc
WSO
$12.3B
| $674 | ﹤0.01% |
+2
| New | +$714 |
2025 Q4
0 quarters
|
|
1579
Keros Therapeutics
KROS
$225M
| $672 | ﹤0.01% |
+33
| New | +$579 |
2025 Q4
0 quarters
|
|
1580
Campbell Soup
CPB
$5.85B
| $669 | ﹤0.01% |
+24
| New | +$722 |
2025 Q4
0 quarters
|
|
1581
Lennar Class B
LEN.B
$19B
| $666 | ﹤0.01% |
+7
| New | +$794 |
2025 Q4
0 quarters
|
|
1582
Magnite
MGNI
$3.55B
| $665 | ﹤0.01% |
+41
| New | +$681 |
2025 Q4
0 quarters
|
|
1583
Celldex Therapeutics
CLDX
$2.49B
| $652 | ﹤0.01% |
+24
| New | +$632 |
2025 Q4
0 quarters
|
|
|
SFBS
1584
ServisFirst Bancshares
SFBS
$4.39B
| $646 | ﹤0.01% |
+18
| New | +$660 |
2025 Q4
0 quarters
|
|
1585
Diodes
DIOD
$4.78B
| $641 | ﹤0.01% |
+13
| New | +$658 |
2025 Q4
0 quarters
|
|
|
TTAN
1586
ServiceTitan Inc
TTAN
$6.47B
| $639 | ﹤0.01% |
+6
| New | +$586 |
2025 Q4
0 quarters
|
|
1587
Nano X Imaging
NNOX
$50M
| $638 | ﹤0.01% |
+228
| New | +$819 |
2025 Q4
0 quarters
|
|
1588
STAAR Surgical
STAA
$1.13B
| $623 | ﹤0.01% |
+27
| New | +$696 |
2025 Q4
0 quarters
|
|
1589
Emcor
EME
$34.7B
| $612 | ﹤0.01% |
+1
| New | +$648 |
2025 Q4
0 quarters
|
|
1590
Titan International
TWI
$451M
| $603 | ﹤0.01% |
+77
| New | +$603 |
2025 Q4
0 quarters
|
|
1591
Ginkgo Bioworks
DNA
$832M
| $598 | ﹤0.01% |
+72
| New | +$775 |
2025 Q4
0 quarters
|
|
|
ONL
1592
Orion Office REIT
ONL
$137M
| $594 | ﹤0.01% |
+263
| New | +$620 |
2025 Q4
0 quarters
|
|
1593
Bread Financial
BFH
$3.77B
| $592 | ﹤0.01% |
+8
| New | +$526 |
2025 Q4
0 quarters
|
|
1594
Cavco Industries
CVCO
$4.5B
| $591 | ﹤0.01% |
+1
| New | +$567 |
2025 Q4
0 quarters
|
|
1595
Tennant Co
TNC
$1.14B
| $590 | ﹤0.01% |
+8
| New | +$611 |
2025 Q4
0 quarters
|
|
1596
CAVA Group
CAVA
$6.36B
| $587 | ﹤0.01% |
+10
| New | +$558 |
2025 Q4
0 quarters
|
|
1597
Vista Energy
VIST
$7.11B
| $584 | ﹤0.01% |
+12
| New | +$542 |
2025 Q4
0 quarters
|
|
1598
Oil States International
OIS
$496M
| $582 | ﹤0.01% |
+86
| New | +$552 |
2025 Q4
0 quarters
|
|
1599
Wolverine World Wide
WWW
$1.58B
| $581 | ﹤0.01% |
+32
| New | +$646 |
2025 Q4
0 quarters
|
|
|
CAN
1600
Canaan Creative
CAN
$256M
| $575 | ﹤0.01% |
+834
| New | +$956 |
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.