Basecamp Wealth Advisors LLC

SEC CIK
0002115254

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
1,822
−191 vs. Q1 2026
Total value
$537.39M
+$54.06M (+11.2%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Basecamp Wealth Advisors LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF270,908$100.25M18.65%−4,461−1.6%Reduced–
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775ETF826,521$69.22M12.88%−24,476−2.9%Reduced–
VANGUARD TOTAL WORLD STOCK ETF922042742ETF114,837$18.02M3.35%−2,862−2.4%Reduced–
LLYELI LILLY & CO COMStock14,478$17.37M3.23%+40.0%AddedView
MSFTMICROSOFT CORP COMStock45,880$17.11M3.18%−785−1.7%ReducedView
AAPLAPPLE INC COMStock59,064$17.09M3.18%+152+0.3%AddedView
NVDANVIDIA CORPORATION COMStock83,377$16.68M3.10%+112+0.1%AddedView
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF213,221$12.73M2.37%00.0%Unchanged–
GOOGLALPHABET INC CAP STK CL AStock25,127$8.98M1.67%+108+0.4%AddedView
AMZNAMAZON COM INC COMStock36,396$8.67M1.61%−70.0%ReducedView
GOOGALPHABET INC CAP STK CL CStock20,298$7.17M1.33%+60+0.3%AddedView
PHYSSPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR201,458$6.08M1.13%00.0%UnchangedView
VANGUARD STAR FDS921909768VG TL INTL STK F69,284$5.92M1.10%00.0%Unchanged–
ISHARES TR464287689RUSSELL 3000 ETF12,875$5.49M1.02%−19−0.1%Reduced–
ISHARES TR464287622RUS 1000 ETF12,360$5.06M0.94%−75−0.6%Reduced–
ISHARES MSCI EAFE ETF464287465ETF45,549$4.73M0.88%00.0%Unchanged–
AVGOBROADCOM INC COMStock11,084$4.19M0.78%+24+0.2%AddedView
MUMICRON TECHNOLOGY INC COMStock3,581$4.13M0.77%+52+1.5%AddedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR8,569$4.09M0.76%−13−0.2%ReducedView
METAMETA PLATFORMS INC CL AStock6,549$3.69M0.69%−21−0.3%ReducedView
AMDADVANCED MICRO DEVICES INC COMStock5,778$3.36M0.62%+126+2.2%AddedView
JPMJPMORGAN CHASE & CO COMStock10,141$3.32M0.62%−7−0.1%ReducedView
ASMLASML HLDG NV N Y REGISTRY SHSADR1,625$3.23M0.60%00.0%UnchangedView
TSLATESLA INC COMStock7,591$3.19M0.59%+119+1.6%AddedView
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF42,509$3.03M0.56%00.0%Unchanged–
VANGUARD S&P 500 ETF922908363ETF4,286$2.94M0.55%+15+0.4%Added–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock4,772$2.39M0.44%+45+1.0%AddedView
AMATAPPLIED MATLS INC COMStock3,286$2.38M0.44%−2−0.1%ReducedView
VVISA INC COM CL AStock6,808$2.34M0.43%−251−3.6%ReducedView
LRCXLAM RESEARCH CORP COM NEWStock4,718$2.04M0.38%+120+2.6%AddedView
ABBVABBVIE INC COMStock7,722$1.94M0.36%−20.0%ReducedView
CATCATERPILLAR INC COMStock1,717$1.83M0.34%+7+0.4%AddedView
KLACKLA CORPCOM NEW5,799$1.75M0.33%+5,225+910.3%AddedView
GSGOLDMAN SACHS GROUP INC COMStock1,728$1.75M0.33%+12+0.7%AddedView
INTCINTEL CORP COMStock12,438$1.74M0.32%+629+5.3%AddedView
NVSNOVARTIS AG SPONSORED ADRADR10,959$1.72M0.32%00.0%UnchangedView
IAUISHARES GOLD TRUSTETF22,091$1.67M0.31%00.0%UnchangedView
GLWCORNING INCCOM6,082$1.55M0.29%−9−0.1%ReducedView
JNJJOHNSON & JOHNSON COMStock5,803$1.47M0.27%−155−2.6%ReducedView
WMTWALMART INC COMStock12,747$1.44M0.27%−50.0%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock1,521$1.42M0.26%−14−0.9%ReducedView
CSCOCISCO SYS INC COMStock12,011$1.41M0.26%00.0%UnchangedView
ISHARES TR464287234MSCI EMG MKT ETF20,270$1.39M0.26%00.0%Unchanged–
PANWPALO ALTO NETWORKS INC COMStock4,048$1.38M0.26%−20.0%ReducedView
XOMEXXON MOBIL CORPCOM9,917$1.36M0.25%−8−0.1%ReducedView
RTXRTX CORPORATION COMStock7,119$1.35M0.25%+72+1.0%AddedView
HDHOME DEPOT INC COMStock3,820$1.35M0.25%+18+0.5%AddedView
AZNASTRAZENECA PLC ORDADR6,666$1.26M0.24%00.0%UnchangedView
ORCLORACLE CORP COMStock8,216$1.2M0.22%+133+1.6%AddedView
ASXASE TECHNOLOGY HLDG CO LTDSPONSORED ADS26,554$1.2M0.22%+1,276+5.0%AddedView
MAMASTERCARD INCORPORATED CL AStock2,318$1.19M0.22%−421−15.4%ReducedView
AXPAMERICAN EXPRESS CO COMStock3,370$1.14M0.21%+3+0.1%AddedView
VANGUARD MORNINGSTAR VALUE ETF922908744ETF5,136$1.12M0.21%00.0%Unchanged–
BACBANK OF AMER CORP COMStock18,754$1.07M0.20%−75−0.4%ReducedView
AMGNAMGEN INC COMStock2,922$1.06M0.20%−2−0.1%ReducedView
GEGE AEROSPACE COM NEWStock2,812$1.05M0.20%−60−2.1%ReducedView
MRKMERCK & CO INC COMStock8,064$1.04M0.19%−138−1.7%ReducedView
TXNTEXAS INSTRS INC COMStock3,447$1.03M0.19%+31+0.9%AddedView
TJXTJX COS INC NEW COMStock6,649$1.01M0.19%−20.0%ReducedView
NFLXNETFLIX INC. COMStock13,870$990.32K0.18%+40.0%AddedView
BCXBLACKROCK RES & COMMODITIESSHS86,764$981.3K0.18%00.0%UnchangedView
UNHUNITEDHEALTH GROUP INC COMStock2,312$960.94K0.18%+50+2.2%AddedView
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF11,595$960.53K0.18%00.0%Unchanged–
KOCOCA COLA CO COMStock11,676$948.91K0.18%00.0%UnchangedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock7,988$931.96K0.17%−204−2.5%ReducedView
CVXCHEVRON CORPORATION COMStock5,365$889.3K0.17%+124+2.4%AddedView
PNCPNC FINL SVCS GROUP INC COMStock3,590$883.93K0.16%−10−0.3%ReducedView
GEVGE VERNOVA INC COMStock734$862.58K0.16%−1−0.1%ReducedView
SCHWAB INTERNATIONAL EQUITY ETF808524805ETF30,737$851.42K0.16%00.0%Unchanged–
GLDSPDR GOLD SHARESETF2,308$850.26K0.16%+300+14.9%AddedView
DBCINVESCO DB COMMDY INDX TRCKUNIT31,873$849.73K0.16%00.0%UnchangedView
ITWILLINOIS TOOL WKS INC COMStock3,129$846.3K0.16%−4−0.1%ReducedView
SHELSHELL PLC SPON ADSADR10,868$842.69K0.16%−19−0.2%ReducedView
ISHARES TR464288372GLB INFRASTR ETF12,380$824.51K0.15%00.0%Unchanged–
MSMORGAN STANLEY COM NEWStock3,928$821.11K0.15%00.0%UnchangedView
UBSUBS GROUP AG SHSStock16,333$809.46K0.15%−19−0.1%ReducedView
PGPROCTER & GAMBLE CO COMStock5,478$803.29K0.15%00.0%UnchangedView
SBUXSTARBUCKS CORP COMStock7,799$796.98K0.15%+220+2.9%AddedView
SNDKSANDISK CORPCOM348$791.26K0.15%+15+4.5%AddedView
UBERUBER TECHNOLOGIES INC COMStock10,791$778.68K0.14%−120−1.1%ReducedView
DEDEERE & CO COMStock1,221$774.52K0.14%00.0%UnchangedView
PPLTABRDN PLATINUM ETF TRUSTPHYSCL PLATM SHS54,247$766.51K0.14%+48,822+899.9%AddedView
ISHARES TR46435G425ESG AWR MSCI USA4,660$762.64K0.14%00.0%Unchanged–
PCARPACCAR INCCOM6,223$747.51K0.14%00.0%UnchangedView
UNPUNION PAC CORP COMStock2,704$735.49K0.14%+93+3.6%AddedView
QCOMQUALCOMM INC COMStock3,945$729.04K0.14%+21+0.5%AddedView
SHOPSHOPIFY INC CL A SUB VTG SHSStock6,327$722.42K0.13%−16−0.3%ReducedView
CCITIGROUP INC COM NEWStock5,103$714.22K0.13%+83+1.7%AddedView
URIUNITED RENTALS INCCOM625$708.06K0.13%+12+2.0%AddedView
TMTOYOTA MOTOR CORPADS4,158$700.29K0.13%−3−0.1%ReducedView
WDCWESTERN DIGITAL CORPCOM1,072$684.71K0.13%−1−0.1%ReducedView
LINLINDE PLC SHSStock1,317$683.44K0.13%+1+0.1%AddedView
NEENEXTERA ENERGY INC COMStock7,647$671.18K0.12%−18−0.2%ReducedView
SANBANCO SANTANDER SAADR47,938$661.54K0.12%−149−0.3%ReducedView
SAPSAP SE SPON ADRADR4,282$659.9K0.12%−31−0.7%ReducedView
RACEFERRARI N VCOM1,746$650.02K0.12%00.0%UnchangedView
ADPAUTOMATIC DATA PROCESSING INC COMStock2,850$638.26K0.12%+7+0.2%AddedView
STMSTMICROELECTRONICS N VNY REGISTRY8,439$632K0.12%00.0%UnchangedView
ABTABBOTT LABORATORIES COMStock6,810$617.94K0.11%−145−2.1%ReducedView
CHDCHURCH & DWIGHT CO INCCOM6,268$607.24K0.11%−5−0.1%ReducedView

Sold out since Q1 2026 (193)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 193 by value.

Basecamp Wealth Advisors LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
ISHARES TIPS BOND ETF464287176ETF12,448$1.37M0.28%
BITWBITWISE 10 CRYPTO INDEX ETFUNIT BENEFICIAL11,912$531.36K0.11%
HONHoneywell TechnologiesCOM742$167.71K0.03%
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF2,278$139.55K0.03%
COTERRA ENERGY INC COM127097103Stock3,378$118.7K0.02%
TRITHOMSON REUTERS CORPORATIONCOM NO PAR1,120$100.78K0.02%
TYLTYLER TECHNOLOGIES INCCOM160$54.78K0.01%
SOFISOFI TECHNOLOGIES INC COMStock3,348$53.17K0.01%
MLCOMELCO RESORTS AND ENTMNT LTDADR8,177$46.45K0.01%
XPXP INCCL A2,429$46.25K0.01%
DNNDENISON MINES CORPCOM11,551$40.78K0.01%
DDDUPONT DE NEMOURS INCCOM886$40.58K0.01%
CTSHCOGNIZANT TECHNOLOGY SOLUTIOCL A528$32.38K0.01%
CAGCONAGRA BRANDS INC COMStock1,937$30.45K0.01%
SEALED AIR CORP NEW81211K100COM718$30.19K0.01%
CCLCARNIVAL CORPUNIT 99/99/99991,045$27.05K0.01%
JANUS DETROIT STR TR47103U886HENDRSN SHRT ETF475$23.21K0.00%
UIUBIQUITI INCCOM24$18.97K0.00%
VANGUARD INDEX FDS922908652EXTEND MKT ETF85$17.49K0.00%
HOLOGIC INC436440101COM217$16.4K0.00%
CALXCALIX INCCOM334$16.36K0.00%
TERNS PHARMACEUTICALS INC880881107COM287$15.13K0.00%
ENSGENSIGN GROUP INCCOM74$14.91K0.00%
MDTMEDTRONIC PLC SHSStock142$12.3K0.00%
QLYSQUALYS INCCOM134$11.77K0.00%
ALHCALIGNMENT HEALTHCARE INCCOM648$11.42K0.00%
OTEXOPEN TEXT CORPCOM509$11.32K0.00%
CSGPCOSTAR GROUP INCCOM257$10.37K0.00%
HWMHOWMET AEROSPACE INC COMStock42$9.68K0.00%
TTEKTETRA TECH INC NEWCOM313$9.43K0.00%
BTUPEABODY ENGR CORPCOM274$9.03K0.00%
TFPMTRIPLE FLAG PRECIOUS METAL COMStock260$9.03K0.00%
CDWCDW CORPCOM71$8.59K0.00%
RUNSUNRUN INCCOM601$8.15K0.00%
TTCTORO COCOM84$7.85K0.00%
RDNTRADNET INCCOM131$7.32K0.00%
PEGAPEGASYSTEMS INCCOM171$7.28K0.00%
CCLCARNIVAL PLCADR271$6.98K0.00%
BILLBILL HOLDINGS INC COMStock179$6.86K0.00%
MASIMO CORP574795100COM38$6.76K0.00%
OPCHOPTION CARE HEALTH INCCOM NEW225$6.06K0.00%
LPLALPL FINL HLDGS INCCOM19$5.72K0.00%
CENTESSA PHARMACEUTICALS PLC152309100SPONSORED ADS128$5.08K0.00%
BDCBELDEN INCCOM43$4.94K0.00%
ISHARES CORE DIVIDEND GROWTH ETF46434V621ETF67$4.7K0.00%
MLTXMOONLAKE IMMUNOTHERAPEUTICSCLASS A ORD250$4.66K0.00%
RUSHARUSH ENTERPRISES INCCL A66$4.36K0.00%
TEMTEMPUS AI INCCL A96$4.34K0.00%
PCORPROCORE TECHNOLOGIES INCCOM73$4.16K0.00%
GPCRSTRUCTURE THERAPEUTICS INCSPONSORED ADS84$4.05K0.00%
EOSEEOS ENERGY ENTERPRISES INCCOM CL A792$3.93K0.00%
MPMP MATERIALS CORPCOM CL A76$3.67K0.00%
CECELANESE CORP DEL COMStock53$3.49K0.00%
YELPYELP INCCL A139$3.44K0.00%
FSVFIRSTSERVICE CORP NEWCOM24$3.34K0.00%
WYNNWYNN RESORTS LTDCOM32$3.25K0.00%
GHCGRAHAM HLDGS COCOM CL B3$3.17K0.00%
WEXWEX INCCOM19$2.91K0.00%
FHIFEDERATED HERMES INCCL B51$2.89K0.00%
APGAPI GROUP CORPCOM STK71$2.88K0.00%
PLABPHOTRONICS INCCOM71$2.87K0.00%
WAYWAYSTAR HLDG CORPCOM118$2.85K0.00%
LAURLAUREATE ED INCCOMMON STOCK80$2.79K0.00%
VICRVICOR CORPCOM17$2.74K0.00%
GLBEGLOBAL E ONLINE LTDSHS79$2.44K0.00%
UBSIUNITED BANKSHARES INC WEST VCOM58$2.4K0.00%
OPENOPENDOOR TECHNOLOGIES INCCOM489$2.29K0.00%
INSPINSPIRE MED SYS INCCOM43$2.22K0.00%
IBPINSTALLED BLDG PRODS INCCOM8$2.12K0.00%
TDSTELEPHONE & DATA SYS INCCOM NEW49$2.06K0.00%
NXTNEXTPOWER INC COMStock17$2.05K0.00%
PHRPHREESIA INCCOM237$1.99K0.00%
EPAMEPAM SYS INCCOM14$1.9K0.00%
ARWRARROWHEAD PHARMACEUTICALS INCOM29$1.82K0.00%
PNWPINNACLE WEST CAP CORPCOM18$1.81K0.00%
SRADSPORTRADAR GROUP AGCLASS A ORD SHS105$1.76K0.00%
OISOIL STS INTL INCCOM146$1.7K0.00%
MTDRMATADOR RES COCOM26$1.64K0.00%
KYMRKYMERA THERAPEUTICS INCCOM19$1.58K0.00%
REALTHE REALREAL INCCOM170$1.54K0.00%
ALSNALLISON TRANSMISSION HLDGS INC COMStock13$1.52K0.00%
QTWOQ2 HLDGS INCCOM32$1.51K0.00%
VSECVSE CORPCOM8$1.48K0.00%
BKDBROOKDALE SR LIVING INCCOM102$1.4K0.00%
SNDXSYNDAX PHARMACEUTICALS INCCOM59$1.38K0.00%
PSMTPRICESMART INCCOM9$1.36K0.00%
VNETVNET GROUP INCSPONSORED ADS A157$1.32K0.00%
DBDDIEBOLD NIXDORF INCCOM SHS17$1.28K0.00%
HERITAGE COMM CORP426927109COM102$1.27K0.00%
EFOREVERFORTH INCCOM32$1.24K0.00%
PIPRPIPER SANDLER COMPANIESCOM NEW16$1.23K0.00%
EMBCEMBECTA CORP COMMON STOCKStock130$1.15K0.00%
ARCELLX INC03940C100COMMON STOCK10$1.15K0.00%
OUSTOUSTER INCCOM NEW61$1.12K0.00%
WRBYWARBY PARKER INCCL A COM50$1.05K0.00%
DFINDONNELLEY FINL SOLUTIONS INCCOM22$1.04K0.00%
GPREGREEN PLAINS INCCOM63$1.04K0.00%
HOVHOVNANIAN ENTERPRISES INCCL A NEW9$9980.00%
WUWESTERN UN CO COMStock113$9860.00%
SLDBSOLID BIOSCIENCES INCCOM NEW137$9860.00%

13F filings by quarter

Basecamp Wealth Advisors LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 20261,822$537.39Mvs. Q1 2026SEC
Q1 2026Jun 24, 20262,013$483.33Mvs. Q4 2025SEC
Q4 2025Jun 24, 20261,752$469.47M–SEC