Question 1

What stocks does BASEPOINT WEALTH LLC hold in its portfolio?

Accepted Answer

BASEPOINT WEALTH LLC's top stock holdings include DE, PHYS, BRKB and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BASEPOINT WEALTH LLC's largest stock holdings?

Accepted Answer

BASEPOINT WEALTH LLC's largest stock holdings as of their last filing include DE (valued at approximately $7.4 million), PHYS (valued at approximately $22.1 million), BRKB (valued at approximately $4.9 million), XLU (valued at approximately $17.5 million), AAPL (valued at approximately $3.7 million).

Question 3

When was BASEPOINT WEALTH LLC's last SEC filing?

Accepted Answer

BASEPOINT WEALTH LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BASEPOINT WEALTH LLC recently bought or sold?

Accepted Answer

BASEPOINT WEALTH LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BASEPOINT WEALTH LLC reported?

Accepted Answer

BASEPOINT WEALTH LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BASEPOINT WEALTH LLC invest in?

Accepted Answer

BASEPOINT WEALTH LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.