Basepoint Wealth LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2088236
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13F Reported Value
ⓘ$174.8M
Holdings
632
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Basepoint Wealth LLC disclosed 632 positions worth $174.8M in its Form 13F-HR for Q2 2026, led by $PHYS (Sprott Physical Gold Trust) at 12.6% of the equity portfolio. During the quarter the fund opened 63 new positions and exited 76 and a full exit from $SDA. The portfolio is most concentrated in Financials (31.3% of disclosed assets). All figures are sourced directly from Basepoint Wealth LLC’s Form 13F-HR filing with the SEC under CIK 2088236.
AI Fund Analysis
Diversifying
$PHYS12.6% weight
Held 4 quarters
$PSLV9.3% weight
Held 4 quarters
$DE4.3% weight
Held 4 quarters
$BRK-A2.8% weight
Held 4 quarters
$PEO2.3% weight
Held 4 quarters
$INGR3 quarters accumulating
$MSFT3 quarters accumulating
$VZ3 quarters accumulating
$PFG3 quarters accumulating
FIRST TRUST MORNINGSTAR DI
3 quarters accumulating
Sector Allocation
FinancialsOtherTechnologyIndustrialsConsumer StaplesHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$22.1M730,965 sh STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF
—Quality
$17.5M387,019 sh- —
Quality
$16.3M865,438 sh AKRE FOCUS ETF - ETF
—Quality
$10.2M192,329 sh- 55.4
Quality
$7.4M11,737 sh - 73.8
Quality
$4.9M9,781 sh - $4.0M162,138 sh
- 76.4
Quality
$3.7M12,664 sh - 85.9
Quality
$3.0M15,184 sh - 50.4
Quality
$2.5M26,789 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Sprott Physical Gold Trust$PHYS | — | $22.1M | 730,965 |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF | — | $17.5M | 387,019 |
| Sprott Physical Silver Trust$PSLV | — | $16.3M | 865,438 |
| AKRE FOCUS ETF - ETF | — | $10.2M | 192,329 |
| DEERE & CO$DE | 55.4 | $7.4M | 11,737 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $4.9M | 9,781 |
| ADAMS NATURAL RESOURCES FUND, INC.$PEO | — | $4.0M | 162,138 |
 Apple Inc.$AAPL | 76.4 | $3.7M | 12,664 |
 NVIDIA CORP$NVDA | 85.9 | $3.0M | 15,184 |
| Ingredion Inc$INGR | 50.4 | $2.5M | 26,789 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Basepoint Wealth LLC's 632 positions.
Showing top 10 of 632 holdings.
Sector Allocation
Financials
$54.6M
Other
$48.4M
Technology
$20.7M
Industrials
$15.6M
Consumer Staples
$8.3M
Healthcare
$7.9M
Consumer Discretionary
$6.7M
Energy
$3.5M
Top Holdings — Basepoint Wealth LLC (Q2 2026)
Top 150 of 632 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PHYS | Sprott Physical Gold Trust | $22.1M | 12.6% | -7% | — |
| 2 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF | $17.5M | 10.0% | +214% | — |
| 3 | $PSLV | Sprott Physical Silver Trust | $16.3M | 9.3% | -11% | — |
| 4 | — | AKRE FOCUS ETF - ETF | $10.2M | 5.8% | -43% | — |
| 5 | $DE | DEERE & CO | $7.4M | 4.3% | -1% | 55.4 |
| 6 | $BRK.B | BERKSHIRE HATHAWAY INC | $4.9M | 2.8% | -3% | 73.8 |
| 7 | $PEO | ADAMS NATURAL RESOURCES FUND, INC. | $4.0M | 2.3% | -2% | — |
| 8 | $AAPL | Apple Inc. | $3.7M | 2.1% | +1% | 76.4 |
| 9 | $NVDA | NVIDIA CORP | $3.0M | 1.7% | +2% | 85.9 |
| 10 | $INGR | Ingredion Inc | $2.5M | 1.4% | +10% | 50.4 |
| 11 |  $GD | GENERAL DYNAMICS CORP | $2.3M | 1.3% | -5% | 68.7 |
| 12 | $MSFT | MICROSOFT CORP | $2.2M | 1.2% | +16% | 79.8 |
| 13 | $VZ | VERIZON COMMUNICATIONS INC | $1.9M | 1.1% | +26% | 65.8 |
| 14 |  $ABBV | AbbVie Inc. | $1.8M | 1.0% | -1% | 72.6 |
| 15 |  $ZM | Zoom Communications, Inc. | $1.7M | 1.0% | +22% | 70.5 |
| 16 |  $PEP | PEPSICO INC | $1.6M | 0.9% | -2% | 63.4 |
| 17 |  $IVZ | Invesco Ltd. | $1.6M | 0.9% | -7% | — |
| 18 |  $TGT | TARGET CORP | $1.6M | 0.9% | +142% | 60.7 |
| 19 |  $GOOGL | Alphabet Inc. | $1.6M | 0.9% | -2% | 78.2 |
| 20 | — | ISHARES IBONDS DEC 2028 TERM TREASURY ETF - ETF | $1.5M | 0.8% | +191% | — |
| 21 |  $TPR | TAPESTRY, INC. | $1.3M | 0.8% | -40% | 72.7 |
| 22 |  $GEHC | GE HealthCare Technologies Inc. | $1.3M | 0.7% | +171% | 55.7 |
| 23 |  $CAT | CATERPILLAR INC | $1.2M | 0.7% | -5% | 66.5 |
| 24 |  $LNT | ALLIANT ENERGY CORP | $1.2M | 0.7% | -5% | 53.6 |
| 25 |  $BF-A | BROWN FORMAN CORP | $1.2M | 0.7% | +127% | 56.6 |
| 26 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $1.2M | 0.7% | +0% | — |
| 27 |  $TROW | PRICE T ROWE GROUP INC | $1.2M | 0.7% | +86% | 69 |
| 28 |  $RTX | RTX Corp | $1.2M | 0.7% | -0% | 73.2 |
| 29 |  $PAG | PENSKE AUTOMOTIVE GROUP, INC. | $1.1M | 0.6% | +94% | 49.4 |
| 30 |  $AMAT | APPLIED MATERIALS INC /DE | $1.1M | 0.6% | -5% | 72.3 |
| 31 | $PFG | PRINCIPAL FINANCIAL GROUP INC | $1.0M | 0.6% | +0% | 57.5 |
| 32 | — | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND - ETF | $1.0M | 0.6% | +14% | — |
| 33 |  $AMP | AMERIPRISE FINANCIAL INC | $1.0M | 0.6% | +0% | 68.7 |
| 34 |  $BNY | Bank of New York Mellon Corp | $987,085 | 0.6% | +0% | 74.1 |
| 35 |  $ADBE | ADOBE INC. | $980,201 | 0.6% | +138% | 77.6 |
| 36 |  $NEE | NEXTERA ENERGY INC | $965,073 | 0.6% | -12% | 64.6 |
| 37 |  $WTBA | WEST BANCORPORATION INC | $932,906 | 0.5% | -0% | 58.1 |
| 38 |  $JLL | JONES LANG LASALLE INC | $852,053 | 0.5% | -7% | 64.2 |
| 39 |  $AXP | AMERICAN EXPRESS CO | $845,010 | 0.5% | -8% | 69.4 |
| 40 |  $PG | PROCTER & GAMBLE Co | $844,843 | 0.5% | +9% | 64.6 |
| 41 |  $XOM.R34088 | EXXON MOBIL CORP | $814,741 | 0.5% | -0% | 57.9 |
| 42 |  $COP | CONOCOPHILLIPS | $792,257 | 0.5% | -1% | 70.2 |
| 43 |  $MMM | 3M CO | $786,124 | 0.5% | -10% | 64.9 |
| 44 |  $MCK | MCKESSON CORP | $779,601 | 0.5% | -1% | 63.4 |
| 45 |  $GE | GENERAL ELECTRIC CO | $758,409 | 0.4% | -1% | 73.8 |
| 46 |  $ATI | ATI INC | $753,119 | 0.4% | -29% | 63.1 |
| 47 |  $PSX | Phillips 66 | $704,029 | 0.4% | -4% | 57.8 |
| 48 |  $JPM | JPMORGAN CHASE & CO | $691,798 | 0.4% | -11% | 70.7 |
| 49 | — | SCHWAB INTERNATIONAL EQUITY ETF - ETF | $687,592 | 0.4% | +0% | — |
| 50 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $631,664 | 0.4% | +1% | — |
| 51 |  $WMT | Walmart Inc. | $619,482 | 0.3% | +0% | 60.2 |
| 52 |  $INTC | INTEL CORP | $606,994 | 0.3% | -75% | 45.6 |
| 53 | — | ISHARES IBONDS DEC 2027 TERM TREASURY ETF - ETF | $603,802 | 0.3% | +51% | — |
| 54 | — | SCHWAB US LARGE-CAP VALUE ETF - ETF | $587,757 | 0.3% | +0% | — |
| 55 |  $GEV | GE Vernova Inc. | $578,799 | 0.3% | -1% | 81.1 |
| 56 |  $META | Meta Platforms, Inc. | $562,069 | 0.3% | -0% | 79.6 |
| 57 |  $GS | GOLDMAN SACHS GROUP INC | $551,992 | 0.3% | -7% | 73.5 |
| 58 |  $CSCO | CISCO SYSTEMS, INC. | $550,493 | 0.3% | -46% | 70.3 |
| 59 | — | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF - ETF | $548,765 | 0.3% | +0% | — |
| 60 |  $QCOM | QUALCOMM INC/DE | $544,723 | 0.3% | -12% | 70.5 |
| 61 |  $GOOG | Alphabet Inc. | $498,675 | 0.3% | +0% | 78.2 |
| 62 |  $BMY | BRISTOL MYERS SQUIBB CO | $493,812 | 0.3% | +224% | 70.4 |
| 63 |  $HD | HOME DEPOT, INC. | $463,389 | 0.3% | +1% | 60.3 |
| 64 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | $456,641 | 0.3% | +0% | — |
| 65 |  $CVS | CVS HEALTH Corp | $455,510 | 0.3% | -3% | 59.4 |
| 66 |  $CARR | CARRIER GLOBAL Corp | $454,042 | 0.3% | -4% | 56.6 |
| 67 |  $CVX | CHEVRON CORP | $437,595 | 0.3% | +3% | 62.8 |
| 68 |  $ROK | ROCKWELL AUTOMATION, INC | $406,119 | 0.2% | +0% | 63.6 |
| 69 |  $TSLA | Tesla, Inc. | $400,924 | 0.2% | +12% | 53.9 |
| 70 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF | $384,020 | 0.2% | +0% | — |
| 71 | — | ISHARES CORE S&P 500 ETF - ETF | $376,084 | 0.2% | +2% | — |
| 72 |  $PM | Philip Morris International Inc. | $375,055 | 0.2% | +1% | 75.9 |
| 73 |  $EMN | EASTMAN CHEMICAL CO | $363,042 | 0.2% | -4% | 49.8 |
| 74 | — | SCHWAB US LARGE-CAP GROWTH ETF - ETF | $347,367 | 0.2% | +0% | — |
| 75 |  $ALB | ALBEMARLE CORP | $335,309 | 0.2% | -15% | 53.3 |
| 76 |  $AMZN | AMAZON COM INC | $332,723 | 0.2% | -5% | 68.7 |
| 77 |  $OMC | OMNICOM GROUP INC. | $324,656 | 0.2% | -24% | 59.1 |
| 78 |  $WFC | WELLS FARGO & COMPANY/MN | $323,676 | 0.2% | -37% | 61.8 |
| 79 |  $ABT | ABBOTT LABORATORIES | $321,382 | 0.2% | -5% | 65.5 |
| 80 |  $ELV | Elevance Health, Inc. | $310,521 | 0.2% | +1% | 59 |
| 81 |  $CMI | CUMMINS INC | $305,301 | 0.2% | -15% | 58.1 |
| 82 |  $JNJ | JOHNSON & JOHNSON | $287,753 | 0.2% | +1% | 69 |
| 83 |  $WPC | W. P. Carey Inc. | $286,402 | 0.2% | +1% | 65.9 |
| 84 |  $SMG | SCOTTS MIRACLE-GRO CO | $283,245 | 0.2% | -44% | 45.8 |
| 85 |  $LMT | LOCKHEED MARTIN CORP | $271,459 | 0.2% | +1% | 65.6 |
| 86 |  $KO | COCA COLA CO | $267,254 | 0.1% | +0% | 69.5 |
| 87 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF | $265,860 | 0.1% | +0% | — |
| 88 |  $PFE | PFIZER INC | $260,331 | 0.1% | +15% | 62 |
| 89 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $253,121 | 0.1% | -2% | — |
| 90 |  $BDX | BECTON DICKINSON & CO | $252,544 | 0.1% | +7157% | 59 |
| 91 | — | ISHARES ESG MSCI KLD 400 ETF - ETF | $251,345 | 0.1% | +0% | — |
| 92 | — | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - ETF | $248,490 | 0.1% | -4% | — |
| 93 |  $CASY | CASEYS GENERAL STORES INC | $247,750 | 0.1% | +0% | 65.1 |
| 94 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $236,238 | 0.1% | +0% | — |
| 95 |  $WSM | WILLIAMS SONOMA INC | $234,226 | 0.1% | -18% | 66.1 |
| 96 |  $BIIB | BIOGEN INC. | $231,940 | 0.1% | -9% | 64.7 |
| 97 |  $SHOP | SHOPIFY INC. | $228,360 | 0.1% | +0% | 64.9 |
| 98 |  $DTF | DTF TAX-FREE INCOME 2028 TERM FUND INC | $224,900 | 0.1% | -2% | — |
| 99 |  $UPS | UNITED PARCEL SERVICE INC | $223,351 | 0.1% | +1% | 58.6 |
| 100 |  $USB | US BANCORP \DE\ | $218,055 | 0.1% | -8% | 65.3 |
| 101 |  $NTR | Nutrien Ltd. | $212,032 | 0.1% | -6% | — |
| 102 |  $UNH | UNITEDHEALTH GROUP INC | $200,703 | 0.1% | -3% | 62.7 |
| 103 |  $AVGO | Broadcom Inc. | $199,452 | 0.1% | +2% | 84.5 |
| 104 |  $FDX | FEDEX CORP | $196,027 | 0.1% | -28% | 60.3 |
| 105 |  $GIL | Gildan Activewear Inc. | $193,311 | 0.1% | -49% | — |
| 106 |  $MRK | Merck & Co., Inc. | $189,973 | 0.1% | -0% | 59.9 |
| 107 |  $STEW | SRH Total Return Fund, Inc. | $189,510 | 0.1% | +1% | — |
| 108 | — | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF - ETF | $184,606 | 0.1% | +0% | — |
| 109 | — | ISHARES RUSSELL MID-CAP GROWTH ETF - ETF | $177,764 | 0.1% | +0% | — |
| 110 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $177,042 | 0.1% | +3% | — |
| 111 | — | ISHARES MORNINGSTAR US EQUITY ETF - ETF | $175,361 | 0.1% | +0% | — |
| 112 |  $SLB | SLB LIMITED/NV | $174,651 | 0.1% | +0% | 57.9 |
| 113 | — | FIRST TRUST DOW JONES INTERNET INDEX FUND - ETF | $171,803 | 0.1% | +0% | — |
| 114 | — | ISHARES RUSSELL 2000 VALUE ETF - ETF | $167,636 | 0.1% | +0% | — |
| 115 | — | ISHARES S&P 500 GROWTH ETF - ETF | $166,961 | 0.1% | +0% | — |
| 116 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $164,763 | 0.1% | -21% | — |
| 117 |  $SBI | WESTERN ASSET INTERMEDIATE MUNI FUND INC. | $163,959 | 0.1% | -26% | — |
| 118 |  $CSX | CSX CORP | $163,957 | 0.1% | -8% | 65.2 |
| 119 |  $KR | KROGER CO | $162,831 | 0.1% | -16% | 52.6 |
| 120 |  $DNP | DNP SELECT INCOME FUND INC | $159,153 | 0.1% | +7% | — |
| 121 |  $BA | BOEING CO | $157,265 | 0.1% | +2% | 61.6 |
| 122 |  $DVA | DAVITA INC. | $155,514 | 0.1% | -4% | 60.4 |
| 123 |  $SPY | SPDR S&P 500 ETF TRUST | $153,611 | 0.1% | +3% | — |
| 124 |  $KTF | DWS MUNICIPAL INCOME TRUST | $153,116 | 0.1% | -21% | — |
| 125 |  $CI | Cigna Group | $151,899 | 0.1% | -13% | 66.2 |
| 126 | — | ISHARES MORNINGSTAR MID-CAP VALUE ETF - ETF | $151,550 | 0.1% | +0% | — |
| 127 |  $MU | MICRON TECHNOLOGY INC | $150,969 | 0.1% | +6% | 86.2 |
| 128 |  $RIO | RIO TINTO PLC | $150,067 | 0.1% | +0% | — |
| 129 |  $V | VISA INC. | $149,620 | 0.1% | -16% | 82.9 |
| 130 | — | VANGUARD MID-CAP VALUE ETF - ETF | $145,865 | 0.1% | +30% | — |
| 131 |  $EIX | EDISON INTERNATIONAL | $141,580 | 0.1% | -15% | 61.2 |
| 132 |  $LRCX | LAM RESEARCH CORP | $141,088 | 0.1% | +0% | 79.4 |
| 133 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $140,443 | 0.1% | -30% | 48.4 |
| 134 | — | ISHARES MORNINGSTAR SMALL CAP VALUE ETF - ETF | $138,228 | 0.1% | +0% | — |
| 135 | — | 3EDGE DYNAMIC INTERNATIONAL EQUITY ETF - ETF | $135,644 | 0.1% | +0% | — |
| 136 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $134,988 | 0.1% | +79% | — |
| 137 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $131,446 | 0.1% | +43% | — |
| 138 | — | ISHARES SEMICONDUCTOR ETF - ETF | $130,885 | 0.1% | +0% | — |
| 139 | — | VANGUARD VALUE ETF - ETF | $127,088 | 0.1% | +26% | — |
| 140 | — | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF - ETF | $126,851 | 0.1% | +1% | — |
| 141 |  $BAC | BANK OF AMERICA CORP /DE/ | $126,781 | 0.1% | +16% | 67.6 |
| 142 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $125,922 | 0.1% | +72% | — |
| 143 |  $STT | STATE STREET CORP | $125,261 | 0.1% | +0% | 71.5 |
| 144 | — | 3EDGE DYNAMIC HARD ASSETS ETF - ETF | $124,083 | 0.1% | +0% | — |
| 145 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $123,997 | 0.1% | +7% | 73.7 |
| 146 | — | VANGUARD MID-CAP ETF - ETF | $118,251 | 0.1% | +616% | — |
| 147 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $117,425 | 0.1% | +0% | 56.1 |
| 148 | — | VANGUARD REAL ESTATE ETF - ETF | $116,700 | 0.1% | +2% | — |
| 149 | — | ISHARES RUSSELL MID-CAP VALUE ETF - ETF | $112,459 | 0.1% | -7% | — |
| 150 |  $SPG | SIMON PROPERTY GROUP INC. | $112,313 | 0.1% | +1% | 76.7 |
New Positions (63)
FIRST TRUST SMITH UNCONSTRAINED BOND ETF - ETF$92,307
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$69,369 VANGUARD SMALL-CAP ETF - ETF$66,739
ISHARES MSCI SOUTH KOREA ETF - ETF$29,679
$FSSL FS Specialty Lending Fund$29,494
$HONA Honeywell Aerospace Inc.$26,530
$QBTS D-Wave Quantum Inc.$23,990 FIRST TRUST CORE INVESTMENT GRADE ETF - ETF$20,288
$EPD ENTERPRISE PRODUCTS PARTNERS L.P.$19,556
$ARTNA ARTESIAN RESOURCES CORP$17,437 STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF - ETF$17,299
$UTG REAVES UTILITY INCOME FUND$16,084 STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF - ETF$14,365
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF - ETF$14,360
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF - ETF$14,311
Exited Positions (76)
$SDA SunCar Technology Group Inc. JPMORGAN CORE PLUS BOND ETF
DIMENSIONAL U.S. EQUITY MARKET ETF
VANGUARD MEGA CAP GROWTH ETF
VANGUARD U.S. QUALITY FACTOR ETF
DIMENSIONAL INTERNATIONAL VALUE ETF
DIMENSIONAL U.S. SMALL CAP ETF
$GLDM World Gold Trust FIDELITY LOW DURATION BOND FACTOR ETF
$FTNT Fortinet, Inc. PRINCIPAL ACTIVE HIGH YIELD ETF
VANGUARD SHORT-TERM CORPORATE BOND ETF
$FERG Ferguson Enterprises Inc. /DE/
$GWW W.W. GRAINGER, INC.
$LECO LINCOLN ELECTRIC HOLDINGS INCBrowse Top Institutional Investors
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