Basepoint Wealth LLC
Basepoint Wealth LLC is an Investment Adviser institutional filer with the SEC under CIK 2088236, reporting 630 portfolio positions, with 11 historical 13F filings on file. Most recent reporting period: 2026-06-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: IA
- Filing type: 13F-HR
- Latest reporting period: 2026-06-30
- Last filed: 2026-08-10
Top 10 portfolio positions
The largest reported holdings in Basepoint Wealth LLC's most recent 13F filing, ranked by reported market value.
- SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR (PHYS)
- STATE STREET UTILITIES SELECT SECTOR SPDR ETF (XLU)
- SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER (PSLV)
- AKRE FOCUS ETF (AKRE)
- DEERE & CO COM (DE)
- BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK.B)
- ADAM NAT RES FD INC COM (PEO)
- APPLE INC COM (AAPL)
- NVIDIA CORPORATION COM (NVDA)
- INGREDION INC COM (INGR)
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