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Basecamp Wealth Advisors LLC

SEC CIK
0002115254
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jun 24, 2026. Long positions only.

Institution overview
Positions
1,752
No filing for Q3 2025
Portfolio value
$469.5M
No filing for Q3 2025
Filed
Jun 24, 2026
SEC

Basecamp Wealth Advisors LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Basecamp Wealth Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF266,429$89.3M19.0%–––
Vanguard Ftse All-World Ex-US Index Fund922042775ETF750,558$55.2M11.8%–––
MSFTMicrosoft CorpStock48,448$23.4M5.0%––History
AAPLApple Inc.Stock58,248$15.8M3.4%––History
LLYEli Lilly & CoStock14,443$15.5M3.3%––History
NVDANVIDIA CorpStock82,954$15.5M3.3%––History
Vanguard Total World Stock ETF922042742ETF79,296$11.2M2.4%–––
Vanguard Ftse Emerging Markets ETF922042858ETF180,889$9.72M2.1%–––
AMZNAmazon Com IncStock36,278$8.37M1.8%––History
GOOGLAlphabet Inc.Stock25,072$7.85M1.7%––History
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR203,357$6.71M1.4%––History
GOOGAlphabet Inc.Stock20,115$6.31M1.3%––History
Vanguard Star FDS921909768VG TL INTL STK F69,284$5.23M1.1%–––
iShares Tr464287689RUSSELL 3000 ETF12,868$4.98M1.1%–––
iShares Tr464287622RUS 1000 ETF12,435$4.64M1.0%–––
iShares MSCI Eafe ETF464287465ETF45,549$4.37M0.9%–––
METAMeta Platforms, Inc.Stock6,559$4.33M0.9%––History
AVGOBroadcom Inc.Stock10,842$3.75M0.8%––History
TSLATesla, Inc.Stock7,354$3.31M0.7%––History
JPMJPMorgan Chase & CoStock10,184$3.28M0.7%––History
Vanguard Ftse Developed Markets ETF921943858ETF42,509$2.66M0.6%–––
TSMTaiwan Semiconductor Manufacturing Co LtdADR8,641$2.63M0.6%––History
VVisa Inc.Stock7,055$2.47M0.5%––History
BRK.BBerkshire Hathaway IncStock4,725$2.37M0.5%––History
IAUiShares Gold TrustETF23,162$1.88M0.4%––History
ABBVAbbVie Inc.Stock7,740$1.77M0.4%––History
ASMLASML Holding NVADR1,650$1.77M0.4%––History
ORCLOracle CorpStock8,150$1.59M0.3%––History
MAMastercard IncStock2,733$1.56M0.3%––History
GSGoldman Sachs Group IncStock1,741$1.53M0.3%––History
NVSNovartis AGADR10,959$1.51M0.3%––History
WMTWalmart Inc.Stock12,753$1.42M0.3%––History
PLTRPalantir Technologies Inc.Stock7,987$1.42M0.3%––History
HDHome Depot, Inc.Stock3,813$1.31M0.3%––History
COSTCostco Wholesale CorpStock1,521$1.31M0.3%––History
NFLXNetflix IncStock13,824$1.30M0.3%––History
RTXRTX CorpStock7,047$1.29M0.3%––History
AXPAmerican Express CoStock3,374$1.25M0.3%––History
AZNAstraZeneca PLCSPONSORED ADR13,336$1.23M0.3%––History
AMDAdvanced Micro Devices IncStock5,647$1.21M0.3%––History
JNJJohnson & JohnsonStock5,809$1.20M0.3%––History
XOMExxonMobil Holdings CorpCOM9,941$1.20M0.3%––History
iShares Tr464287234MSCI EMG MKT ETF20,270$1.11M0.2%–––
SAPSAP SEADR4,312$1.05M0.2%––History
BACBank of America CorpStock18,884$1.04M0.2%––History
SHOPShopify Inc.Stock6,361$1.02M0.2%––History
TJXTJX Companies IncStock6,655$1.02M0.2%––History
CATCaterpillar IncStock1,710$979.6K0.2%––History
MUMicron Technology IncStock3,377$963.9K0.2%––History
AMGNAmgen IncStock2,924$957.1K0.2%––History
CSCOCisco Systems, Inc.Stock11,989$923.5K0.2%––History
Vanguard Morningstar Value ETF922908744ETF4,815$919.6K0.2%–––
FBTCFidelity Wise Origin Bitcoin FundSHS11,803$901.8K0.2%––History
TMToyota Motor CorpADS4,169$892.4K0.2%––History
UBERUber Technologies, IncStock10,846$886.2K0.2%––History
ABTAbbott LaboratoriesStock6,956$871.5K0.2%––History
MRKMerck & Co., Inc.Stock8,066$849.1K0.2%––History
GEGeneral Electric CoStock2,736$842.7K0.2%––History
KOCoca Cola CoStock12,024$840.6K0.2%––History
AMATApplied Materials IncStock3,266$839.4K0.2%––History
SHELShell plcADR10,942$804.0K0.2%––History
CVXChevron CorpStock5,233$797.6K0.2%––History
PGProcter & Gamble CoStock5,562$797.1K0.2%––History
LRCXLam Research CorpStock4,616$790.2K0.2%––History
iShares Core MSCI Emerging Markets ETF46434G103ETF11,595$779.4K0.2%–––
DBCInvesco DB Commodity Index Tracking FundUNIT34,796$778.0K0.2%––History
ITWIllinois Tool Works IncStock3,131$771.2K0.2%––History
iShares Tr464288372GLB INFRASTR ETF12,380$759.6K0.2%–––
UBSUBS Group AGStock16,353$757.3K0.2%––History
PNCPNC Financial Services Group, Inc.Stock3,583$747.8K0.2%––History
Schwab International Equity ETF808524805ETF30,737$738.9K0.2%–––
ADPAutomatic Data Processing IncStock2,861$735.9K0.2%––History
SONYSony Group CorpSPONSORED ADR28,562$731.2K0.2%––History
UNHUnitedHealth Group IncStock2,161$713.4K0.2%––History
KLACKLA CorpCOM NEW587$713.1K0.2%––History
MSMorgan StanleyStock3,928$697.3K0.1%––History
KGCKinross Gold CorpCOM24,308$684.5K0.1%––History
QCOMQualcomm IncStock3,993$683.0K0.1%––History
PCARPaccar IncCOM6,223$681.5K0.1%––History
SBUXStarbucks CorpStock7,984$672.3K0.1%––History
MCKMcKesson CorpStock815$668.6K0.1%––History
BKNGBooking Holdings Inc.Stock121$648.0K0.1%––History
UNPUnion Pacific CorpStock2,794$646.3K0.1%––History
RACEFerrari N.V.COM1,746$645.3K0.1%––History
SCHWSchwab Charles CorpStock6,327$632.1K0.1%––History
PANWPalo Alto Networks IncStock3,402$626.7K0.1%––History
ISRGIntuitive Surgical IncCOM NEW1,097$621.3K0.1%––History
NEENextera Energy IncStock7,647$613.9K0.1%––History
PEPPepsiCo IncStock4,252$610.3K0.1%––History
SPGIS&P Global Inc.Stock1,151$601.5K0.1%––History
PGRProgressive CorpStock2,632$599.4K0.1%––History
CRMSalesforce, Inc.Stock2,242$593.9K0.1%––History
HIGHartford Insurance Group, Inc.Stock4,307$593.4K0.1%––History
TXNTexas Instruments IncStock3,416$592.6K0.1%––History
NVONovo Nordisk A SADR11,626$591.5K0.1%––History
CCitigroup IncStock5,020$585.8K0.1%––History
MCDMcDonalds CorpStock1,910$583.8K0.1%––History
LINLinde PLCStock1,364$581.6K0.1%––History
DEDeere & CoStock1,240$577.3K0.1%––History
WFCWells Fargo & CompanyStock6,176$575.6K0.1%––History