Basepoint Wealth LLC: 13F holdings
CIK 20882362026Q2
| Positions | 632 |
|---|---|
| Reported value | $174.8m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 730,965 | $22.1m | 12.6% |
| XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 387,019 | $17.5m | 10.0% |
| PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | 865,438 | $16.3m | 9.3% |
| AKRE FOCUS ETF | 192,329 | $10.2m | 5.9% |
| DE DEERE & CO COM | 11,737 | $7.4m | 4.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 9,781 | $4.9m | 2.8% |
| ADAM NAT RES FD INC COM | 162,138 | $4.0m | 2.3% |
| AAPL APPLE INC COM | 12,664 | $3.7m | 2.1% |
| NVDA NVIDIA CORPORATION COM | 15,184 | $3.0m | 1.7% |
| INGR INGREDION INC COM | 26,789 | $2.5m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2088236")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.