Basepoint Wealth LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$141.2B

Holdings

104

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (104 positions)

#StockSharesValue% PortfolioType
1
PHYS/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
1,060,237$31.4B22.25%
2
PSLV/USPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
1,620,422$25.4B18.02%
3
DEDEERE & CO COM
11,685$5.3B3.79%
4
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
10,325$5.2B3.68%
5
PEOADAM NAT RES FD INC COM
168,880$3.6B2.57%
6
AAPLAPPLE INC COM
12,823$3.3B2.31%
7
TPRTAPESTRY INC COM
28,036$3.2B2.25%
8
NVDANVIDIA CORPORATION COM
15,292$2.9B2.02%
9
INGRINGREDION INC COM
22,395$2.7B1.94%
10
GDGENERAL DYNAMICS CORP COM
7,666$2.6B1.85%
11
MSFTMICROSOFT CORP COM
3,872$2.0B1.42%
12
ABBVABBVIE INC COM
7,412$1.7B1.22%
13
PEPPEPSICO INC COM
12,164$1.7B1.21%
14
JLLJONES LANG LASALLE INC COM
5,361$1.6B1.13%
15
MMM3M CO COM
9,816$1.5B1.08%
16
SPHQINVESCO S&P 500 QUALITY ETF
18,818$1.4B0.98%
17
RTXRTX CORPORATION COM
7,845$1.3B0.93%
18
BACVERIZON COMMUNICATIONS INC COM
29,778$1.3B0.93%
19
GOOGALPHABET INC CAP STK CL C
5,306$1.3B0.92%
20
LNTALLIANT ENERGY CORP COM
17,631$1.2B0.84%
21
IJHISHARES CORE S&P MID-CAP ETF
18,163$1.2B0.84%
22
A4SAMERIPRISE FINL INC COM
2,247$1.1B0.78%
23
ZMZOOM COMMUNICATIONS INC CL A
12,047$993.9M0.70%
24
NEENEXTERA ENERGY INC COM
12,616$952.4M0.67%
25
AXPAMERICAN EXPRESS CO COM
2,807$932.5M0.66%
26
MCKMCKESSON CORP COM
1,109$856.4M0.61%
27
PGPROCTER AND GAMBLE CO COM
5,539$851.1M0.60%
28
SMGSCOTTS MIRACLE-GRO CO CL A
14,620$832.6M0.59%
29
BKBANK NEW YORK MELLON CORP COM
7,490$816.1M0.58%
30
PG4PRINCIPAL FINANCIAL GROUP INC COM
9,516$789.0M0.56%
31
METAMETA PLATFORMS INC CL A
1,062$780.0M0.55%
32
GSGOLDMAN SACHS GROUP INC COM
975$776.2M0.55%
33
JPMJPMORGAN CHASE & CO COM
2,426$765.3M0.54%
34
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
17,550$761.8M0.54%
35
CSCOCISCO SYS INC COM
11,113$760.4M0.54%
36
COPCONOCOPHILLIPS COM
7,788$736.7M0.52%
37
HN9HANESBRANDS INC COM
111,115$732.3M0.52%
38
SCHFSCHWAB INTERNATIONAL EQUITY ETF
31,161$725.4M0.51%
39
WTBAWEST BANCORPORATION INC CAP STK
35,497$721.3M0.51%
40
PSXPHILLIPS 66 COM
5,303$721.3M0.51%
41
XOMEXXON MOBIL CORP COM
5,901$665.3M0.47%
42
HDHOME DEPOT INC COM
1,618$655.5M0.46%
43
CATCATERPILLAR INC COM
1,372$654.9M0.46%
44
IPGINTERPUBLIC GROUP COS INC COM
23,008$642.2M0.45%
45
INTCINTEL CORP COM
19,101$640.9M0.45%
46
WFCWELLS FARGO CO NEW COM
7,574$634.9M0.45%
47
GEGE AEROSPACE COM NEW
2,043$614.6M0.44%
48
AMZNAMAZON COM INC COM
2,725$598.3M0.42%
49
PSKYPARAMOUNT SKYDANCE CORP COM CL B
30,784$582.4M0.41%
50
WMTWALMART INC COM
5,628$580.1M0.41%
51
QCOMQUALCOMM INC COM
3,324$552.9M0.39%
52
ABTABBOTT LABS COM
3,885$520.4M0.37%
53
NTRNUTRIEN LTD COM
8,712$511.7M0.36%
54
SCHDSCHWAB US DIVIDEND EQUITY ETF
18,727$511.3M0.36%
55
SCHXSCHWAB U S LARGE-CAP ETF
18,442$485.8M0.34%
56
WSMWILLIAMS SONOMA INC COM
2,449$478.7M0.34%
57
EMNEASTMAN CHEM CO COM
7,480$471.6M0.33%
58
AWMSKYWORKS SOLUTIONS INC COM
6,014$462.9M0.33%
59
SCHVSCHWAB U S LARGE-CAP VALUE ETF
15,761$458.8M0.33%
60
ATDATI INC COM
5,613$456.6M0.32%
61
ISCGISHARES MORNINGSTAR SMALL-CAP GROWTH ETF
8,350$453.5M0.32%
62
SCHGSCHWAB U S LARGE-CAP GROWTH ETF
13,765$439.3M0.31%
63
CVSCVS HEALTH CORP COM
5,323$401.3M0.28%
64
CARRCARRIER GLOBAL CORPORATION COM
6,598$393.9M0.28%
65
CVXCHEVRON CORP NEW COM
2,533$393.3M0.28%
66
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
5,226$383.9M0.27%
67
WPCWP CAREY INC COM
5,634$380.7M0.27%
68
CMICUMMINS INC COM
895$377.9M0.27%
69
GOOGLALPHABET INC CAP STK CL A
1,433$348.4M0.25%
70
4I1PHILIP MORRIS INTL INC COM
2,050$332.5M0.24%
71
IVVISHARES CORE S&P 500 ETF
489$327.2M0.23%
72
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
4,521$322.7M0.23%
73
TSLATESLA INC COM
721$320.8M0.23%
74
KRKROGER CO COM
4,728$318.7M0.23%
75
AGGISHARES CORE U S AGGREGATE BOND ETF
3,120$312.8M0.22%
76
AMATAPPLIED MATLS INC COM
1,524$311.9M0.22%
77
LMTLOCKHEED MARTIN CORP COM
613$305.8M0.22%
78
GEVGE VERNOVA INC COM
497$305.5M0.22%
79
SHOPSHOPIFY INC CL A SUB VTG SHS
2,000$297.2M0.21%
80
FDXFEDEX CORP COM
1,260$297.2M0.21%
81
NFLXNETFLIX INC COM
246$294.9M0.21%
82
ALBALBEMARLE CORP COM
3,630$294.3M0.21%
83
HYDVANECK HIGH YIELD MUNI ETF
5,726$291.4M0.21%
84
MLB1MERCADOLIBRE INC COM
124$289.8M0.21%
85
ROKROCKWELL AUTOMATION INC COM
719$251.2M0.18%
86
ELVELEVANCE HEALTH INC FORMERLY A COM
770$248.9M0.18%
87
JNJJOHNSON & JOHNSON COM
1,333$247.2M0.18%
88
SEESEALED AIR CORP NEW COM
6,726$237.8M0.17%
89
STEWSRH TOTAL RETURN FUND INC COM
13,079$237.5M0.17%
90
MDYGSPDR S&P 400 MID CAP GROWTH ETF
2,578$236.0M0.17%
91
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
508$235.8M0.17%
92
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
3,179$233.6M0.17%
93
PFEPFIZER INC COM
9,154$233.2M0.17%
94
SBIWESTERN ASSET INTER MUNI FD IN COM
28,541$225.8M0.16%
95
DTFDTF TAX-FREE INCOME 2028 TERM COM
19,471$222.6M0.16%
96
DSIISHARES ESG MSCI KLD 400 ETF
1,762$222.0M0.16%
97
CSXCSX CORP COM
6,228$221.2M0.16%
98
KELKELLANOVA COM
2,657$217.9M0.15%
99
KOCOCA COLA CO COM
3,235$214.6M0.15%
100
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
3,043$204.7M0.14%
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