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Portfolio (Quarterly) Guide ↗

Basepoint Wealth LLC

· CIK 0002088236
13F Portfolio $175M AUM 632 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 632 New
Page 8 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BAC BANK OF AMER CORP COM Financial Services 2,225.0 $127K 0.07% NEW $56.98 +11.7%
142 VIG VANGUARD DIVIDEND APPRECIATION ETF 532.0 $126K 0.07% NEW $236.70 +3.3%
143 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 1,118.0 $125K 0.07% NEW $112.04 -0.0%
144 3EDGE DYNAMIC HARD ASSETS ETF 3,901.0 $124K 0.07% NEW $31.81
145 PNC PNC FINL SVCS GROUP INC COM Financial Services 504.0 $124K 0.07% NEW $246.03 +3.0%
146 VO VANGUARD MID-CAP ETF 1,468.0 $118K 0.07% NEW $80.55 +3.7%
147 AMG AFFILIATED MANAGERS GROUP COM Financial Services 347.0 $117K 0.07% NEW $338.40 +8.0%
148 VNQ VANGUARD REAL ESTATE ETF 1,210.0 $117K 0.07% NEW $96.45 +1.8%
149 IWS ISHARES RUSSELL MID-CAP VALUE ETF 683.0 $112K 0.06% NEW $164.65 +4.3%
150 SPG SIMON PPTY GROUP INC NEW COM Real Estate 502.0 $112K 0.06% NEW $223.73 -0.8%
151 FMB FIRST TRUST MANAGED MUNICIPAL ETF 2,099.0 $108K 0.06% NEW $51.36 -1.9%
152 AMD ADVANCED MICRO DEVICES INC COM Technology 183.0 $106K 0.06% NEW $580.91 -17.6%
153 MRSH MARSH & MCLENNAN COS INC COM Financial Services 629.0 $105K 0.06% NEW $166.80 +12.2%
154 CWI STATE STREET SPDR MSCI ACWI EX-US ETF 2,535.0 $103K 0.06% NEW $40.66 +0.9%
155 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 577.0 $103K 0.06% NEW $178.47 -1.3%
156 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 1,684.0 $102K 0.06% NEW $60.77 +4.5%
157 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 1,311.0 $101K 0.06% NEW $76.70 -1.6%
158 AMGN AMGEN INC COM Healthcare 273.0 $99K 0.06% NEW $361.55 +17.7%
159 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 4,397.0 $98K 0.06% NEW $22.27 +2.7%
160 MCD MCDONALDS CORP COM Consumer Cyclical 358.0 $97K 0.06% NEW $270.35 -0.7%
Page 8 of 32  ·  632 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 43.5%
Industrials 14.4%
Technology 13.3%
Consumer Defensive 6.9%
Healthcare 6.5%
Communication Services 4.1%
Consumer Cyclical 4.0%
Utilities 2.6%
Energy 2.2%
Basic Materials 1.3%