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Funds / Basepoint Wealth LLC
Institutional Fund

Basepoint Wealth LLC

Cedar Rapids, IACIK 208823618 filings on record

Portfolio Value
$174.79M
Q1 2026
Holdings
642
Reported positions
New Buys
67
Opened this quarter
QoQ Change
+6.2%
from $164.61M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Sprott Physical Gold Etv16.0%
  • Sprott Asset Management LP13.6%
  • Profesionally Managed Portfo10.1%
  • Deere & Co3.8%
  • Select Sector Spdr Tr3.2%
  • Berkshire Hathaway Inc Del2.8%
  • Other50.5%

Portfolio Holdings

642 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Sprott Physical Gold Etv788.3K$27.94M16.0%213.5KReduced
2Sprott Asset Management LP973.8K$23.75M13.6%526.5KReduced
3Profesionally Managed Portfo335.5K$17.73M10.1%+335.5KNew
4Deere & Co11.8K$6.65M3.8%+30Added
5Select Sector Spdr Tr123.4K$5.66M3.2%+123.4KNew
6Berkshire Hathaway Inc Del10.1K$4.85M2.8%100Reduced
7Adam Nat Res Fd Inc166.0K$4.61M2.6%959Reduced
8Apple Inc12.5K$3.17M1.8%123Reduced
9Ingredion Inc24.2K$2.73M1.6%+1.8KAdded
10Nvidia Corporation14.8K$2.59M1.5%862Reduced

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