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| Basepoint Wealth LLC
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| CRD # | 289538 |
| SEC # | 801-111782 |
| CIK # | 0002088236 |
| AUM | 883.8 M (2026-02-06) |
| Employees | 24 (54% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 319-826-1898 |
| Address | 4144 Golf Street NE Cedar Rapids, IA 52402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002088236 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 27.9 | ||
| Sprott Physical Silver Trust | 23.8 | ||
| Deere & Co | 6.6 | ||
| Apple Inc | 3.2 | ||
| CORN Products International Inc | 2.7 | ||
| Nvidia Corp | 2.6 | ||
| General Dynamics Corp | 2.3 | ||
| Coach Inc | 2.1 | ||
| PepsiCo Inc | 1.9 | ||
| Microsoft Corp | 1.8 | ||
| Verizon Communications Inc | 1.8 | ||
| AbbVie Inc | 1.5 | ||
| Alphabet Inc | 1.3 | ||
| Zoom Video Communications Inc | 1.3 | ||
| Alliant Energy Corp | 1.2 | ||
| United Technologies Corp /DE/ | 1.2 | ||
| FPL Group Inc | 1.2 | ||
| Conocophillips | 1.0 | ||
| Ameriprise Financial Inc | 1.0 | ||
| Jones Lang LaSalle Inc | 0.9 | ||
| McKesson Corp | 0.9 | ||
| Caterpillar Inc | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 981 | 279.1 |
| (b) Individuals (high net worth individuals) | 261 | 541.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 50.0 |
| (h) Charitable organizations | 5 | 9.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,715 | 883.8 |
| By Discretionary | ||
| Discretionary | 3,704 | 874.8 |
| Non-Discretionary | 11 | 9.1 |
| Total | 3,715 | 883.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 883.8 | |
| Total | 3,715 | 883.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002088236] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 22 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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