Basepoint Wealth LLC
Basepoint Wealth LLC reported 632 positions worth $174.8M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: PHYS (12.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PHYS | SH | $22.1M | 12.62% | 730,965 | — | — | |
| ▸ 2 | XLU | SH | $17.5M | 10.04% | 387,019 | — | — | |
| ▸ 3 | PSLV | SH | $16.3M | 9.34% | 865,438 | — | — | |
| ▸ 4 | AKRE | SH | $10.2M | 5.85% | 192,329 | — | — | |
| ▸ 5 | DE | SH | $7.4M | 4.26% | 11,737 | — | — | |
| ▸ 6 | BRK-B | SH | $4.9M | 2.80% | 9,781 | — | — | |
| ▸ 7 | PEO | SH | $4.0M | 2.29% | 162,138 | — | — | |
| ▸ 8 | AAPL | SH | $3.7M | 2.10% | 12,664 | — | — | |
| ▸ 9 | NVDA | SH | $3.0M | 1.74% | 15,184 | — | — | |
| ▸ 10 | INGR | SH | $2.5M | 1.45% | 26,789 | — | — |
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Frequently Asked Questions
What stocks does Basepoint Wealth LLC hold as of Q2 2026?
Basepoint Wealth LLC reported 632 positions worth $174.8M in its Q2 2026 13F filing. Largest positions: PHYS (12.6%), XLU (10.0%), PSLV (9.3%), AKRE (5.9%) and DE (4.3%).
What did Basepoint Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Basepoint Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.