Basepoint Wealth LLC - Portfolio overview

Basepoint Wealth LLC has 647 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. PHYS - SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR, 15.74%
2. PSLV - SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER, 13.39%
3. AKRE - AKRE FOCUS ETF, 9.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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