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Livermore
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Basecamp Wealth Advisors LLC

SEC CIK
0002115254
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
1,822
−191 vs. Q1 2026
Portfolio value
$537.4M
+$54.1M (+11.2%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Basecamp Wealth Advisors LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF270,908$100.2M18.7%−4,461−1.6%Reduced–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF826,521$69.2M12.9%−24,476−2.9%Reduced–
Vanguard Total World Stock ETF922042742ETF114,837$18.0M3.4%−2,862−2.4%Reduced–
LLYEli Lilly & CoStock14,478$17.4M3.2%+40.0%AddedHistory
MSFTMicrosoft CorpStock45,880$17.1M3.2%−785−1.7%ReducedHistory
AAPLApple Inc.Stock59,064$17.1M3.2%+152+0.3%AddedHistory
NVDANVIDIA CorpStock83,377$16.7M3.1%+112+0.1%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF213,221$12.7M2.4%00.0%Unchanged–
GOOGLAlphabet Inc.Stock25,127$8.98M1.7%+108+0.4%AddedHistory
AMZNAmazon Com IncStock36,396$8.67M1.6%−70.0%ReducedHistory
GOOGAlphabet Inc.Stock20,298$7.17M1.3%+60+0.3%AddedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR201,458$6.08M1.1%00.0%UnchangedHistory
Vanguard Star FDS921909768VG TL INTL STK F69,284$5.92M1.1%00.0%Unchanged–
iShares Tr464287689RUSSELL 3000 ETF12,875$5.49M1.0%−19−0.1%Reduced–
iShares Tr464287622RUS 1000 ETF12,360$5.06M0.9%−75−0.6%Reduced–
iShares MSCI Eafe ETF464287465ETF45,549$4.73M0.9%00.0%Unchanged–
AVGOBroadcom Inc.Stock11,084$4.19M0.8%+24+0.2%AddedHistory
MUMicron Technology IncStock3,581$4.13M0.8%+52+1.5%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR8,569$4.09M0.8%−13−0.2%ReducedHistory
METAMeta Platforms, Inc.Stock6,549$3.69M0.7%−21−0.3%ReducedHistory
AMDAdvanced Micro Devices IncStock5,778$3.36M0.6%+126+2.2%AddedHistory
JPMJPMorgan Chase & CoStock10,141$3.32M0.6%−7−0.1%ReducedHistory
ASMLASML Holding NVADR1,625$3.23M0.6%00.0%UnchangedHistory
TSLATesla, Inc.Stock7,591$3.19M0.6%+119+1.6%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF42,509$3.03M0.6%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF4,286$2.94M0.5%+15+0.4%Added–
BRK.BBerkshire Hathaway IncStock4,772$2.39M0.4%+45+1.0%AddedHistory
AMATApplied Materials IncStock3,286$2.38M0.4%−2−0.1%ReducedHistory
VVisa Inc.Stock6,808$2.34M0.4%−251−3.6%ReducedHistory
LRCXLam Research CorpStock4,718$2.04M0.4%+120+2.6%AddedHistory
ABBVAbbVie Inc.Stock7,722$1.94M0.4%−20.0%ReducedHistory
CATCaterpillar IncStock1,717$1.83M0.3%+7+0.4%AddedHistory
KLACKLA CorpCOM NEW5,799$1.75M0.3%+59+1.0%AddedConverted for a 10-for-1 splitHistory
GSGoldman Sachs Group IncStock1,728$1.75M0.3%+12+0.7%AddedHistory
INTCIntel CorpStock12,438$1.74M0.3%+629+5.3%AddedHistory
NVSNovartis AGADR10,959$1.72M0.3%00.0%UnchangedHistory
IAUiShares Gold TrustETF22,091$1.67M0.3%00.0%UnchangedHistory
GLWCorning IncCOM6,082$1.55M0.3%−9−0.1%ReducedHistory
JNJJohnson & JohnsonStock5,803$1.47M0.3%−155−2.6%ReducedHistory
WMTWalmart Inc.Stock12,747$1.44M0.3%−50.0%ReducedHistory
COSTCostco Wholesale CorpStock1,521$1.42M0.3%−14−0.9%ReducedHistory
CSCOCisco Systems, Inc.Stock12,011$1.41M0.3%00.0%UnchangedHistory
iShares Tr464287234MSCI EMG MKT ETF20,270$1.39M0.3%00.0%Unchanged–
PANWPalo Alto Networks IncStock4,048$1.38M0.3%−20.0%ReducedHistory
XOMExxonMobil Holdings CorpCOM9,917$1.36M0.3%−8−0.1%ReducedHistory
RTXRTX CorpStock7,119$1.35M0.3%+72+1.0%AddedHistory
HDHome Depot, Inc.Stock3,820$1.35M0.3%+18+0.5%AddedHistory
AZNAstraZeneca PLCADR6,666$1.26M0.2%00.0%UnchangedHistory
ORCLOracle CorpStock8,216$1.20M0.2%+133+1.6%AddedHistory
ASXASE Technology Holding Co., Ltd.SPONSORED ADS26,554$1.20M0.2%+1,276+5.0%AddedHistory
MAMastercard IncStock2,318$1.19M0.2%−421−15.4%ReducedHistory
AXPAmerican Express CoStock3,370$1.14M0.2%+3+0.1%AddedHistory
Vanguard Morningstar Value ETF922908744ETF5,136$1.12M0.2%00.0%Unchanged–
BACBank of America CorpStock18,754$1.07M0.2%−75−0.4%ReducedHistory
AMGNAmgen IncStock2,922$1.06M0.2%−2−0.1%ReducedHistory
GEGeneral Electric CoStock2,812$1.05M0.2%−60−2.1%ReducedHistory
MRKMerck & Co., Inc.Stock8,064$1.04M0.2%−138−1.7%ReducedHistory
TXNTexas Instruments IncStock3,447$1.03M0.2%+31+0.9%AddedHistory
TJXTJX Companies IncStock6,649$1.01M0.2%−20.0%ReducedHistory
NFLXNetflix IncStock13,870$990.3K0.2%+40.0%AddedHistory
BCXBlackRock Resources & Commodities Strategy TrustSHS86,764$981.3K0.2%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock2,312$960.9K0.2%+50+2.2%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF11,595$960.5K0.2%00.0%Unchanged–
KOCoca Cola CoStock11,676$948.9K0.2%00.0%UnchangedHistory
PLTRPalantir Technologies Inc.Stock7,988$932.0K0.2%−204−2.5%ReducedHistory
CVXChevron CorpStock5,365$889.3K0.2%+124+2.4%AddedHistory
PNCPNC Financial Services Group, Inc.Stock3,590$883.9K0.2%−10−0.3%ReducedHistory
GEVGE Vernova Inc.Stock734$862.6K0.2%−1−0.1%ReducedHistory
Schwab International Equity ETF808524805ETF30,737$851.4K0.2%00.0%Unchanged–
GLDSPDR Gold TrustETF2,308$850.3K0.2%+300+14.9%AddedHistory
DBCInvesco DB Commodity Index Tracking FundUNIT31,873$849.7K0.2%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock3,129$846.3K0.2%−4−0.1%ReducedHistory
SHELShell plcADR10,868$842.7K0.2%−19−0.2%ReducedHistory
iShares Tr464288372GLB INFRASTR ETF12,380$824.5K0.2%00.0%Unchanged–
MSMorgan StanleyStock3,928$821.1K0.2%00.0%UnchangedHistory
UBSUBS Group AGStock16,333$809.5K0.2%−19−0.1%ReducedHistory
PGProcter & Gamble CoStock5,478$803.3K0.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock7,799$797.0K0.1%+220+2.9%AddedHistory
SNDKSandisk CorpCOM348$791.3K0.1%+15+4.5%AddedHistory
UBERUber Technologies, IncStock10,791$778.7K0.1%−120−1.1%ReducedHistory
DEDeere & CoStock1,221$774.5K0.1%00.0%UnchangedHistory
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS54,247$766.5K0.1%00.0%UnchangedConverted for a 10-for-1 splitHistory
iShares Tr46435G425ESG AWR MSCI USA4,660$762.6K0.1%00.0%Unchanged–
PCARPaccar IncCOM6,223$747.5K0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock2,704$735.5K0.1%+93+3.6%AddedHistory
QCOMQualcomm IncStock3,945$729.0K0.1%+21+0.5%AddedHistory
SHOPShopify Inc.Stock6,327$722.4K0.1%−16−0.3%ReducedHistory
CCitigroup IncStock5,103$714.2K0.1%+83+1.7%AddedHistory
URIUnited Rentals, Inc.COM625$708.1K0.1%+12+2.0%AddedHistory
TMToyota Motor CorpADS4,158$700.3K0.1%−3−0.1%ReducedHistory
WDCWestern Digital CorpCOM1,072$684.7K0.1%−1−0.1%ReducedHistory
LINLinde PLCStock1,317$683.4K0.1%+1+0.1%AddedHistory
NEENextera Energy IncStock7,647$671.2K0.1%−18−0.2%ReducedHistory
SANBanco Santander, S.A.ADR47,938$661.5K0.1%−149−0.3%ReducedHistory
SAPSAP SEADR4,282$659.9K0.1%−31−0.7%ReducedHistory
RACEFerrari N.V.COM1,746$650.0K0.1%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock2,850$638.3K0.1%+7+0.2%AddedHistory
STMSTMicroelectronics N.V.NY REGISTRY8,439$632.0K0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock6,810$617.9K0.1%−145−2.1%ReducedHistory
CHDChurch & Dwight Co IncCOM6,268$607.2K0.1%−5−0.1%ReducedHistory

Sold out since Q1 2026 (193)

Positions held at the end of Q1 2026 that are gone from this filing.

The largest 100 of 193 by value last quarter.

Positions of Basecamp Wealth Advisors LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
iShares Tips Bond ETF464287176ETF12,448$1.37M0.3%–
BITWBitwise 10 Crypto Index ETFUNIT BENEFICIAL11,912$531.4K0.1%History
HONHoneywell International IncCOM742$167.7K<0.1%History
State Street Energy Select Sector SPDR ETF81369Y506ETF2,278$139.6K<0.1%–
CTRACoterra Energy Inc.Stock3,378$118.7K<0.1%History
TRIThomson Reuters CorpCOM NO PAR1,120$100.8K<0.1%History
TYLTyler Technologies IncCOM160$54.8K<0.1%History
SOFISoFi Technologies, Inc.Stock3,348$53.2K<0.1%History
MLCOMelco Resorts & Entertainment LTDADR8,177$46.4K<0.1%History
XPXP Inc.CL A2,429$46.2K<0.1%History
DNNDenison Mines Corp.COM11,551$40.8K<0.1%History
DDDuPont de Nemours, Inc.COM886$40.6K<0.1%History
CTSHCognizant Technology Solutions CorpCL A528$32.4K<0.1%History
CAGConagra Brands Inc.Stock1,937$30.4K<0.1%History
SEESealed Air CorpCOM718$30.2K<0.1%History
CCLCarnival Corp Ltd.UNIT 99/99/99991,045$27.0K<0.1%History
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF475$23.2K<0.1%–
UIUbiquiti Inc.COM24$19.0K<0.1%History
Vanguard Index FDS922908652EXTEND MKT ETF85$17.5K<0.1%–
HOLXHologic IncCOM217$16.4K<0.1%History
CALXCalix, IncCOM334$16.4K<0.1%History
TERNTerns Pharmaceuticals, Inc.COM287$15.1K<0.1%History
ENSGEnsign Group, IncCOM74$14.9K<0.1%History
MDTMedtronic plcStock142$12.3K<0.1%History
QLYSQualys, Inc.COM134$11.8K<0.1%History
ALHCAlignment Healthcare, Inc.COM648$11.4K<0.1%History
OTEXOpen Text CorpCOM509$11.3K<0.1%History
CSGPCostar Group, Inc.COM257$10.4K<0.1%History
HWMHowmet Aerospace Inc.Stock42$9.68K<0.1%History
TTEKTetra Tech IncCOM313$9.43K<0.1%History
BTUPeabody Energy CorpCOM274$9.03K<0.1%History
TFPMTriple Flag Precious Metals Corp.Stock260$9.03K<0.1%History
CDWCDW CorpCOM71$8.59K<0.1%History
RUNSunrun Inc.COM601$8.15K<0.1%History
TTCToro CoCOM84$7.85K<0.1%History
RDNTRadNet, Inc.COM131$7.32K<0.1%History
PEGAPegasystems IncCOM171$7.28K<0.1%History
Carnival Corp Ltd.14365C103ADR271$6.98K<0.1%–
BILLBILL Holdings, Inc.Stock179$6.86K<0.1%History
MASIMasimo CorpCOM38$6.76K<0.1%History
OPCHOption Care Health, Inc.COM NEW225$6.06K<0.1%History
LPLALPL Financial Holdings Inc.COM19$5.72K<0.1%History
CNTACentessa Pharmaceuticals plcSPONSORED ADS128$5.08K<0.1%History
BDCBelden Inc.COM43$4.94K<0.1%History
iShares Core Dividend Growth ETF46434V621ETF67$4.70K<0.1%–
MLTXMoonLake ImmunotherapeuticsCLASS A ORD250$4.66K<0.1%History
RUSHARush Enterprises IncCL A66$4.36K<0.1%History
TEMTempus AI, Inc.CL A96$4.34K<0.1%History
PCORProcore Technologies, Inc.COM73$4.16K<0.1%History
GPCRStructure Therapeutics Inc.SPONSORED ADS84$4.05K<0.1%History
EOSEEos Energy Enterprises, Inc.COM CL A792$3.93K<0.1%History
MPMP Materials Corp.COM CL A76$3.67K<0.1%History
CECelanese CorpStock53$3.49K<0.1%History
YELPYelp IncCL A139$3.44K<0.1%History
FSVFirstService CorpCOM24$3.33K<0.1%History
WYNNWynn Resorts LtdCOM32$3.25K<0.1%History
GHCGraham Holdings CoCOM CL B3$3.17K<0.1%History
WEXWEX Inc.COM19$2.91K<0.1%History
FHIFederated Hermes, Inc.CL B51$2.89K<0.1%History
APGAPi Group CorpCOM STK71$2.88K<0.1%History
PLABPhotronics IncCOM71$2.87K<0.1%History
WAYWaystar Holding Corp.COM118$2.85K<0.1%History
LAURLaureate Education, Inc.COMMON STOCK80$2.79K<0.1%History
VICRVicor CorpCOM17$2.74K<0.1%History
GLBEGlobal-E Online Ltd.SHS79$2.44K<0.1%History
UBSIUnited Bankshares IncCOM58$2.40K<0.1%History
OPENOpendoor Technologies Inc.COM489$2.29K<0.1%History
INSPInspire Medical Systems, Inc.COM43$2.22K<0.1%History
IBPInstalled Building Products, Inc.COM8$2.12K<0.1%History
TDSTelephone & Data Systems IncCOM NEW49$2.06K<0.1%History
NXTNextpower Inc.Stock17$2.05K<0.1%History
PHRPhreesia, Inc.COM237$1.99K<0.1%History
EPAMEPAM Systems, Inc.COM14$1.90K<0.1%History
ARWRArrowhead Pharmaceuticals, Inc.COM29$1.82K<0.1%History
PNWPinnacle West Capital CorpCOM18$1.81K<0.1%History
SRADSportradar Group AGCLASS A ORD SHS105$1.76K<0.1%History
OISOil States International, IncCOM146$1.70K<0.1%History
MTDRMatador Resources CoCOM26$1.64K<0.1%History
KYMRKymera Therapeutics, Inc.COM19$1.58K<0.1%History
REALTheRealReal, Inc.COM170$1.54K<0.1%History
ALSNAllison Transmission Holdings IncStock13$1.52K<0.1%History
QTWOQ2 Holdings, Inc.COM32$1.51K<0.1%History
VSECVse CorpCOM8$1.48K<0.1%History
BKDBrookdale Senior Living Inc.COM102$1.40K<0.1%History
SNDXSyndax Pharmaceuticals IncCOM59$1.38K<0.1%History
PSMTPricesmart IncCOM9$1.35K<0.1%History
VNETVNET Group, Inc.SPONSORED ADS A157$1.32K<0.1%History
DBDDiebold Nixdorf, IncCOM SHS17$1.28K<0.1%History
HTBKHeritage Commerce CorpCOM102$1.27K<0.1%History
EFOREverforth IncCOM32$1.24K<0.1%History
PIPRPiper Sandler CompaniesCOM NEW16$1.23K<0.1%History
EMBCEmbecta Corp.Stock130$1.15K<0.1%History
ACLXArcellx, Inc.COMMON STOCK10$1.15K<0.1%History
OUSTOuster, Inc.COM NEW61$1.12K<0.1%History
WRBYWarby Parker Inc.CL A COM50$1.05K<0.1%History
DFINDonnelley Financial Solutions, Inc.COM22$1.04K<0.1%History
GPREGreen Plains Inc.COM63$1.04K<0.1%History
HOVHovnanian Enterprises IncCL A NEW9$998<0.1%History
WUWestern Union COStock113$986<0.1%History
SLDBSolid Biosciences Inc.COM NEW137$986<0.1%History