account_balance
Investment manager · 13F filer · SEC CIK 2088236
Basepoint Wealth LLC
Reported value$175Mas of Jun 30, 2026
Positions632 71 new, 81 sold out
Top 10 weight52.5%PHYS alone is 13%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PHYSSprott Asset Management LP Physical Gold Tr
12.6%Trimmed −7%
XLUState Street Utilities Select Sector SPDR ETF
10.0%Added +214%
PSLVSprott Asset Management LP Physical Silver
9.3%Trimmed −11%
AKREAkre Focus ETF
5.9%Trimmed −43%
DEDeere & Co Com
4.3%
BRK-BBerkshire Hathaway Inc Del Cl B New
2.8%Trimmed −3%
PEOAdam Nat Res Fd Inc Com
2.3%Trimmed −2%
AAPLApple Inc Com
2.1%
NVDA1.7%INGRIngredion Inc Com
1.5%Added +10%
GDGeneral Dynamics Corp Com
1.3%Trimmed −5%
MSFT1.2%PHYSSprott Asset Management LP Physical Gold Tr
12.6%Trimmed −7%
XLUState Street Utilities Select Sector SPDR ETF
10.0%Added +214%
PSLVSprott Asset Management LP Physical Silver
9.3%Trimmed −11%
AKREAkre Focus ETF
5.9%Trimmed −43%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PHYS Sprott Asset Management LP Physical Gold Tr 12.6% Trimmed −7%
XLU State Street Utilities Select Sector SPDR ETF 10.0% Added +214%
PSLV Sprott Asset Management LP Physical Silver 9.3% Trimmed −11%AKRE Akre Focus ETF 5.9% Trimmed −43%
DE Deere & Co Com 4.3% HeldBRK-B Berkshire Hathaway Inc Del Cl B New 2.8% Trimmed −3%PEO Adam Nat Res Fd Inc Com 2.3% Trimmed −2%AAPL Apple Inc Com 2.1% HeldNVDA Nvidia Corporation Com 1.7% Added +2%INGR Ingredion Inc Com 1.5% Added +10%GD General Dynamics Corp Com 1.3% Trimmed −5%MSFT Microsoft Corp Com 1.2% Added +16%What changed