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Livermore
Livermore
ZHEN

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
CZWICitizens Community Bancorp Inc.COM11$257<0.1%+3+37.5%AddedHistory
MYFWFirst Western Financial IncCOM8$257<0.1%+3+60.0%AddedHistory
TUSKMammoth Energy Services, Inc.COM79$257<0.1%+22+38.6%AddedHistory
NWFLNorwood Financial CorpCOM8$257<0.1%+2+33.3%AddedHistory
ARVNArvinas, Inc.COM31$258<0.1%00.0%UnchangedHistory
SLQTSelectQuote, Inc.COM312$262<0.1%−36−10.3%ReducedHistory
CABOCable One, Inc.COM5$266<0.1%+4+400.0%AddedHistory
KINSKingstone Companies, Inc.COM14$266<0.1%+11+366.7%AddedHistory
FULCFulcrum Therapeutics, Inc.COM73$267<0.1%−152−67.6%ReducedHistory
AIZAssurant, Inc.Stock1$269<0.1%00.0%UnchangedHistory
WNEBWestern New England Bancorp, Inc.COM19$272<0.1%+3+18.8%AddedHistory
RICKRci Hospitality Holdings, Inc.COM10$273<0.1%+9+900.0%AddedHistory
RBBRBB BancorpCOM10$274<0.1%+9+900.0%AddedHistory
STGWStagwell IncCOM CL A37$275<0.1%+3+8.8%AddedHistory
DCOMDime Commercial Bancshares, Inc.COM7$285<0.1%00.0%UnchangedHistory
UMBFUmb Financial CorpCOM2$286<0.1%00.0%UnchangedHistory
Townebank Portsmouth Va89214P109COM8$290<0.1%00.0%Unchanged–
CNXNPC Connection IncCOM4$292<0.1%00.0%UnchangedHistory
CMRCCommerce.com, Inc.COM SER 199$293<0.1%+28+39.4%AddedHistory
VYGRVoyager Therapeutics, Inc.COM85$298<0.1%00.0%UnchangedHistory
OVLYOak Valley BancorpCOM9$304<0.1%+5+125.0%AddedHistory
DTCXDatacentrex, Inc.COM172$306<0.1%00.0%UnchangedHistory
EBMTEagle Bancorp Montana, Inc.COM13$311<0.1%+5+62.5%AddedHistory
OFLXOmega Flex, Inc.COM10$314<0.1%00.0%UnchangedHistory
CXDOCrexendo, Inc.COM42$314<0.1%−5−10.6%ReducedHistory
HLLYHolley Inc.COM125$319<0.1%−125−50.0%ReducedHistory
OMOutset Medical, Inc.COM NEW74$320<0.1%+1+1.4%AddedHistory
TNKTeekay Tankers Ltd.CL A5$324<0.1%−19−79.2%ReducedHistory
AEOAmerican Eagle Outfitters IncCOM19$327<0.1%−195−91.1%ReducedHistory
BHVNBiohaven Ltd.COM22$327<0.1%−107−82.9%ReducedHistory
ERASErasca, Inc.COM18$330<0.1%−426−95.9%ReducedHistory
FBLAFB Bancorp, Inc.COM22$331<0.1%+7+46.7%AddedHistory
PDSBPDS Biotechnology CorpCOM377$332<0.1%00.0%UnchangedHistory
WSBFWaterstone Financial, Inc.COM16$332<0.1%+7+77.8%AddedHistory
NECBNorthEast Community Bancorp, Inc.COM12$333<0.1%+4+50.0%AddedHistory
EHTHeHealth, Inc.COM225$335<0.1%−21−8.5%ReducedHistory
SKINSkinHealth Systems Inc.COM CL A486$337<0.1%−64−11.6%ReducedHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS16$338<0.1%00.0%UnchangedHistory
BCPCBalchem CorpCOM2$338<0.1%00.0%UnchangedHistory
PEBKPeoples Bancorp of North Carolina IncCOM8$345<0.1%+4+100.0%AddedHistory
GLOBGlobant S.A.COM12$347<0.1%−52−81.3%ReducedHistory
SLPSimulations Plus, Inc.COM19$348<0.1%+10+111.1%AddedHistory
EVLVEvolv Technologies Holdings, Inc.COM CL A60$348<0.1%00.0%UnchangedHistory
HAINHain Celestial Group IncCOM622$348<0.1%+166+36.4%AddedHistory
BLZEBackblaze, Inc.COM CL A22$349<0.1%−19−46.3%ReducedHistory
NPCENeuroPace IncCOM22$350<0.1%−7−24.1%ReducedHistory
IIIInformation Services Group Inc.COM86$353<0.1%+10+13.2%AddedHistory
TSBKTimberland Bancorp IncCOM8$358<0.1%+3+60.0%AddedHistory
BSYBentley Systems IncCOM CL B12$359<0.1%−46−79.3%ReducedHistory
ARQArq, Inc.COM143$365<0.1%+74+107.2%AddedHistory
OOMAOoma IncCOM19$365<0.1%+7+58.3%AddedHistory
LYVLive Nation Entertainment, Inc.COM2$366<0.1%00.0%UnchangedHistory
First BK Williamstown New Je31931U102COM21$372<0.1%+8+61.5%Added–
GLREGreenlight Capital Re, Ltd.CLASS A23$372<0.1%+2+9.5%AddedHistory
ASLEAerSale CorpCOM59$373<0.1%+55+1,375.0%AddedHistory
CHMGChemung Financial CorpCOM5$373<0.1%+4+400.0%AddedHistory
NAGENiagen Bioscience, Inc.COM NEW117$373<0.1%−155−57.0%ReducedHistory
FSSFederal Signal CorpCOM3$385<0.1%00.0%UnchangedHistory
AVBHAvidbank Holdings, Inc.COM12$396<0.1%+4+50.0%AddedHistory
PALProficient Auto Logistics, IncCOM59$402<0.1%−3−4.8%ReducedHistory
CWCOConsolidated Water Co. Ltd.ORD14$413<0.1%+11+366.7%AddedHistory
WVEWave Life Sciences, Inc.SHS71$413<0.1%−203−74.1%ReducedHistory
JOUTJohnson Outdoors IncCL A9$414<0.1%−4−30.8%ReducedHistory
TPCTutor Perini CorpCOM5$415<0.1%−10−66.7%ReducedHistory
BCBPBCB Bancorp IncCOM39$418<0.1%+19+95.0%AddedHistory
MNDYmonday.com Ltd.SHS6$434<0.1%−1−14.3%ReducedHistory
BLNKBlink Charging Co.COM678$434<0.1%00.0%UnchangedHistory
SLABSilicon Laboratories Inc.Stock2$437<0.1%00.0%UnchangedHistory
DNLIDenali Therapeutics Inc.COM17$437<0.1%00.0%UnchangedHistory
MTXMinerals Technologies IncCOM6$444<0.1%00.0%UnchangedHistory
MNSBMainStreet Bancshares, Inc.COM18$444<0.1%+4+28.6%AddedHistory
DMCDel Monte CorpORD16$447<0.1%−40−71.4%ReducedHistory
GERNGeron CorpCOM350$448<0.1%00.0%UnchangedHistory
UUUUEnergy Fuels IncCOM NEW31$450<0.1%−1,046−97.1%ReducedHistory
CENXCentury Aluminum CoCOM10$460<0.1%00.0%UnchangedHistory
EQXEquinox Gold Corp.COM48$467<0.1%00.0%UnchangedHistory
DRSLeonardo DRS, Inc.Stock11$469<0.1%−149−93.1%ReducedHistory
PUMPProPetro Holding Corp.COM33$473<0.1%−80−70.8%ReducedHistory
ATLOAmes National CorpCOM16$474<0.1%+8+100.0%AddedHistory
NABLN-able, Inc.COMMON STOCK130$477<0.1%−107−45.1%ReducedHistory
INTAIntapp, Inc.COM19$479<0.1%00.0%UnchangedHistory
FDMT4D Molecular Therapeutics, Inc.COM36$479<0.1%−109−75.2%ReducedHistory
RCKTRocket Pharmaceuticals, Inc.COM141$482<0.1%−86−37.9%ReducedHistory
RXSTRxSight, Inc.COM100$482<0.1%−89−47.1%ReducedHistory
COSOCoastalSouth Bancshares, Inc.COM NEW18$483<0.1%+4+28.6%AddedHistory
AMNAmn Healthcare Services IncCOM15$486<0.1%+2+15.4%AddedHistory
NUSNu Skin Enterprises, Inc.CL A92$486<0.1%−64−41.0%ReducedHistory
NLOPNet Lease Office PropertiesCOM44$490<0.1%−30−40.5%ReducedHistory
CMDBCostamare Bulkers Holdings LtdCOM SHS28$492<0.1%+6+27.3%AddedHistory
BCALCalifornia BanCorpCOM24$500<0.1%+12+100.0%AddedHistory
REXRRexford Industrial Realty, Inc.COM15$503<0.1%00.0%UnchangedHistory
ECHOEchoStar CORPCL A5$508<0.1%−44−89.8%ReducedHistory
TPBTurning Point Brands, Inc.COM6$509<0.1%+5+500.0%AddedHistory
GPMTGranite Point Mortgage Trust Inc.COM STK345$518<0.1%00.0%UnchangedHistory
BATRKAtlanta Braves Holdings, Inc.COM SER C10$519<0.1%00.0%UnchangedHistory
CFBKCF Bankshares Inc.COM16$524<0.1%+3+23.1%AddedHistory
HUBGHub Group, Inc.CL A12$525<0.1%−20−62.5%ReducedHistory
FVCBFVCBankcorp, Inc.COM30$525<0.1%+18+150.0%AddedHistory
APPNAppian CorpCL A23$527<0.1%−37−61.7%ReducedHistory
INBKFirst Internet BancorpCOM19$528<0.1%+9+90.0%AddedHistory

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