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Molly Wheeler

Basepoint Wealth Llc

Assets Managed
$174.795M
Holdings
643
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
6.19%(2Q avg: 11.4%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Basepoint Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 643 positions.

Assets under management

The assets under management (AUM) of Basepoint Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 174.795M in assets, with a quarterly growth rate of 6.19% and a 2-quarter average growth rate of 11.4%. The portfolio is managed by Molly Wheeler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PHYS
Sprott Physical Gold Trust
Recent Activity
Decreased -21.31%
15.99%
$27.938M
788,317 shares@ $35.44 avg price
PSLV
Sprott Physical Silver Trust
Recent Activity
Decreased -35.09%
13.59%
$23.752M
973,831 shares@ $24.4 avg price
AKRE
Akre Focus Etf
Recent Activity
New Position
10.15%
$17.732M
335,521 shares@ $52.86 avg price
DE
Deere & Co
Recent Activity
Increased 0.26%
3.81%
$6.645M
11,797 shares@ $563.32 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
New Position
3.25%
$5.664M
123,420 shares@ $45.89 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.97%
2.78%
$4.85M
10,120 shares@ $479.2 avg price
PEO
Adams Natural Resources Fund
Recent Activity
Decreased -0.57%
2.65%
$4.615M
165,998 shares@ $27.81 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.97%
1.82%
$3.167M
12,478 shares@ $253.79 avg price
INGR
Ingredion Inc
Recent Activity
Increased 7.9%
1.57%
$2.732M
24,248 shares@ $112.66 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.49%
1.48%
$2.586M
14,829 shares@ $174.4 avg price

1-10 of 643