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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 | |
|---|---|---|---|---|---|---|---|
176
Logitech
LOGI
$14.9B
| $307K | 0.07% |
+3,063
| New | +$344K |
2025 Q4
0 quarters
|
|
177
Bristol-Myers Squibb
BMY
$125B
| $306K | 0.07% |
+5,676
| New | +$273K |
2025 Q4
0 quarters
|
|
178
Agnico Eagle Mines
AEM
$93B
| $304K | 0.06% |
+1,795
| New | +$302K |
2025 Q4
0 quarters
|
|
179
Sibanye-Stillwater
SBSW
$7.05B
| $292K | 0.06% |
+20,481
| New | +$248K |
2025 Q4
0 quarters
|
|
180
Regions Financial
RF
$23.1B
| $290K | 0.06% |
+10,710
| New | +$274K |
2025 Q4
0 quarters
|
|
181
Chubb
CB
$128B
| $288K | 0.06% |
+924
| New | +$270K |
2025 Q4
0 quarters
|
|
182
Prologis
PLD
$123B
| $285K | 0.06% |
+2,235
| New | +$279K |
2025 Q4
0 quarters
|
|
183
Vanguard S&P 500 ETF
VOO
$1.05T
| $283K | 0.06% |
+451
| New | +$280K |
2025 Q4
0 quarters
|
|
184
BHP
BHP
$219B
| $279K | 0.06% |
+4,629
| New | +$263K |
2025 Q4
0 quarters
|
|
185
NRG Energy
NRG
$20B
| $276K | 0.06% |
+1,734
| New | +$287K |
2025 Q4
0 quarters
|
|
186
Rio Tinto
RIO
$153B
| $274K | 0.06% |
+3,429
| New | +$247K |
2025 Q4
0 quarters
|
|
187
AT&T
T
$167B
| $270K | 0.06% |
+10,852
| New | +$275K |
2025 Q4
0 quarters
|
|
188
AutoZone
AZO
$45.2B
| $265K | 0.06% |
+78
| New | +$295K |
2025 Q4
0 quarters
|
|
189
Duke Energy
DUK
$89B
| $264K | 0.06% |
+2,252
| New | +$275K |
2025 Q4
0 quarters
|
|
|
MRSH
190
Marsh
MRSH
$81.2B
| $262K | 0.06% |
+1,410
| New | +$264K |
2025 Q4
0 quarters
|
|
191
Comcast
CMCSA
$76.5B
| $259K | 0.06% |
+8,661
| New | +$247K |
2025 Q4
0 quarters
|
|
192
TotalEnergies
TTE
$186B
| $257K | 0.05% |
+3,922
| New | +$248K |
2025 Q4
0 quarters
|
|
193
Deutsche Bank
DB
$65.7B
| $256K | 0.05% |
+6,647
| New | +$240K |
2025 Q4
0 quarters
|
|
194
Cheniere Energy
LNG
$55.8B
| $254K | 0.05% |
+1,306
| New | +$274K |
2025 Q4
0 quarters
|
|
195
HDFC Bank
HDB
$115B
| $249K | 0.05% |
+6,827
| New | +$246K |
2025 Q4
0 quarters
|
|
|
EA
196
DELISTED
Electronic Arts
EA
| $248K | 0.05% |
+1,215
| New | +$245K |
2025 Q4
0 quarters
|
|
197
Valero Energy
VLO
$117B
| $246K | 0.05% |
+1,511
| New | +$256K |
2025 Q4
0 quarters
|
|
198
Boston Scientific
BSX
$61.7B
| $245K | 0.05% |
+2,570
| New | +$252K |
2025 Q4
0 quarters
|
|
199
MetLife
MET
$60B
| $245K | 0.05% |
+3,100
| New | +$245K |
2025 Q4
0 quarters
|
|
200
Elevance Health
ELV
$83.8B
| $244K | 0.05% |
+697
| New | +$236K |
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.