CIK 2088236
Basepoint Wealth LLC
Institutional 13F holdings & portfolio
Holdings
601
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
16
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 601
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 922 | $50K–$100K | SH |
| PLD | PROLOGIS INC COM | 699 | $50K–$100K | SH |
| AMGN | AMGEN INC COM | 268 | $50K–$100K | SH |
| VTV | VANGUARD VALUE ETF | 459 | $50K–$100K | SH |
| IRT | INDEPENDENCE RLTY TR INC COM | 5K | $50K–$100K | SH |
| CR | CRANE COMPANY COMMON STOCK | 468 | $50K–$100K | SH |
| EMR | EMERSON ELEC CO COM | 629 | $50K–$100K | SH |
| DVA | DAVITA INC COM | 730 | $50K–$100K | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 2K | $50K–$100K | SH |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 574 | $50K–$100K | SH |
| EDGU | 3EDGE DYNAMIC US EQUITY ETF | 3K | $50K–$100K | SH |
| CRM | SALESFORCE INC COM | 302 | $50K–$100K | SH |
| IAU | ISHARES GOLD TRUST | 980 | $50K–$100K | SH |
| TGT | TARGET CORP COM | 795 | $50K–$100K | SH |
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | 513 | $50K–$100K | SH |
| OXY | OCCIDENTAL PETE CORP COM | 2K | $50K–$100K | SH |
| SPGM | SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | 941 | $50K–$100K | SH |
| FISV | FISERV INC COM | 1K | $50K–$100K | SH |
| VOO | VANGUARD S&P 500 ETF | 111 | $50K–$100K | SH |
| EQTY | KOVITZ CORE EQUITY ETF | 3K | $50K–$100K | SH |
| CNI | CANADIAN NATL RY CO COM | 693 | $50K–$100K | SH |
| UHS | UNIVERSAL HLTH SVCS INC CL B | 314 | $50K–$100K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 473 | $50K–$100K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 308 | $50K–$100K | SH |
| ETN | EATON CORP PLC SHS | 211 | $50K–$100K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 568 | $50K–$100K | SH |
| MU | MICRON TECHNOLOGY INC COM | 231 | $50K–$100K | SH |
| WHR | WHIRLPOOL CORP COM | 914 | $50K–$100K | SH |
| FIW | FIRST TRUST WATER ETF | 605 | $50K–$100K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 112 | $50K–$100K | SH |
| MO | ALTRIA GROUP INC COM | 1K | $50K–$100K | SH |
| T | AT&T INC COM | 3K | $50K–$100K | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 786 | $50K–$100K | SH |
| SBUX | STARBUCKS CORP COM | 738 | $50K–$100K | SH |
| BKNG | BOOKING HOLDINGS INC COM | 11 | $50K–$100K | SH |
| LLY | ELI LILLY & CO COM | 57 | $50K–$100K | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 204 | $50K–$100K | SH |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 609 | $50K–$100K | SH |
| RRC | RANGE RES CORP COM | 2K | $50K–$100K | SH |
| LH | LABCORP HOLDINGS INC COM SHS | 240 | $50K–$100K | SH |
| APD | AIR PRODS & CHEMS INC COM | 241 | $50K–$100K | SH |
| GLD | SPDR GOLD SHARES | 150 | $50K–$100K | SH |
| VO | VANGUARD MID-CAP ETF | 203 | $50K–$100K | SH |
| SCHM | SCHWAB US MID-CAP ETF | 2K | $50K–$100K | SH |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | 896 | $50K–$100K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 98 | $50K–$100K | SH |
| IYH | ISHARES US HEALTHCARE ETF | 876 | $50K–$100K | SH |
| WM | WASTE MGMT INC DEL COM | 257 | $50K–$100K | SH |
| BTU | PEABODY ENERGY CORP COM | 2K | $50K–$100K | SH |
| APH | AMPHENOL CORP NEW CL A | 416 | $50K–$100K | SH |