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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
NTRNutrien Ltd.COM16$1.00K<0.1%00.0%UnchangedHistory
NXRTNexPoint Residential Trust, Inc.COM36$1.00K<0.1%+17+89.5%AddedHistory
ZIPZiprecruiter, Inc.CL A268$1.00K<0.1%−46−14.6%ReducedHistory
CBLCBL & Associates Properties IncCOMMON STOCK19$1.01K<0.1%+16+533.3%AddedHistory
MYGNMyriad Genetics IncCOM177$1.01K<0.1%+138+353.8%AddedHistory
LPXLouisiana-Pacific CorpCOM13$1.02K<0.1%00.0%UnchangedHistory
SUPNSupernus Pharmaceuticals, Inc.COM22$1.02K<0.1%00.0%UnchangedHistory
MSBIMidland States Bancorp, Inc.COM33$1.03K<0.1%+2+6.5%AddedHistory
PRMPerimeter Solutions, Inc.COMMON STOCK29$1.03K<0.1%+6+26.1%AddedHistory
PSKYParamount Skydance CorpCOM CL B105$1.03K<0.1%+49+87.5%AddedHistory
FORForestar Group Inc.COM33$1.04K<0.1%00.0%UnchangedHistory
SENEASeneca Foods CorpCL A6$1.04K<0.1%00.0%UnchangedHistory
MATVMativ Holdings, Inc.COM138$1.04K<0.1%+40+40.8%AddedHistory
TLSTelos CorpCOM229$1.05K<0.1%+64+38.8%AddedHistory
NVGSNavigator Holdings Ltd.SHS57$1.06K<0.1%−10−14.9%ReducedHistory
KDKyndryl Holdings, Inc.Stock94$1.06K<0.1%−322−77.4%ReducedHistory
AIROAIRO Group Holdings, Inc.COM144$1.06K<0.1%+94+188.0%AddedHistory
CRNCCerence Inc.COM94$1.06K<0.1%−23−19.7%ReducedHistory
KFYKorn FerryCOM NEW16$1.06K<0.1%+15+1,500.0%AddedHistory
PRMEPrime Medicine, Inc.COM292$1.08K<0.1%+5+1.7%AddedHistory
GBXGreenbrier Companies IncStock22$1.08K<0.1%00.0%UnchangedHistory
CASSCass Information Systems IncCOM21$1.08K<0.1%+7+50.0%AddedHistory
HURNHuron Consulting Group Inc.Stock12$1.08K<0.1%−31−72.1%ReducedHistory
CZRCaesars Entertainment, Inc.COM36$1.09K<0.1%+11+44.0%AddedHistory
MGPIMGP Ingredients IncCOM62$1.09K<0.1%−8−11.4%ReducedHistory
PRDOPerdoceo Education CorpCOM34$1.09K<0.1%00.0%UnchangedHistory
FLYFirefly Aerospace Inc.COM37$1.09K<0.1%−566−93.9%ReducedHistory
COFSChoiceone Financial Services IncCOM32$1.09K<0.1%+8+33.3%AddedHistory
WIXWix.com Ltd.SHS24$1.09K<0.1%−139−85.3%ReducedHistory
SWBISmith & Wesson Brands, Inc.COM73$1.10K<0.1%00.0%UnchangedHistory
SHLSShoals Technologies Group, Inc.CL A111$1.10K<0.1%+82+282.8%AddedHistory
AROWArrow Financial CorpCOM27$1.11K<0.1%+5+22.7%AddedHistory
AMSCAmerican Superconductor CorpStock27$1.12K<0.1%+14+107.7%AddedHistory
ANGOAngiodynamics IncCOM88$1.15K<0.1%+71+417.6%AddedHistory
ATECAlphatec Holdings, Inc.COM NEW133$1.15K<0.1%−35−20.8%ReducedHistory
WFGWest Fraser Timber Co., LtdCOM17$1.15K<0.1%00.0%UnchangedHistory
PLTKPlaytika Holding Corp.COM311$1.16K<0.1%+42+15.6%AddedHistory
SBSISouthside Bancshares IncCOM33$1.16K<0.1%+6+22.2%AddedHistory
IDTIdt CorpCL B NEW20$1.16K<0.1%+2+11.1%AddedHistory
MIRMMirum Pharmaceuticals, Inc.COM10$1.17K<0.1%−49−83.1%ReducedHistory
MOVMovado Group IncCOM30$1.18K<0.1%+4+15.4%AddedHistory
SLDPSolid Power, Inc.CLASS A COM456$1.18K<0.1%+271+146.5%AddedHistory
CSVCarriage Services IncCOM31$1.19K<0.1%+6+24.0%AddedHistory
DECKDeckers Outdoor CorpCOM12$1.19K<0.1%−108−90.0%ReducedHistory
NTGRNetgear, Inc.COM51$1.19K<0.1%+8+18.6%AddedHistory
PROKProkidney Corp.SHS CL A586$1.20K<0.1%00.0%UnchangedHistory
SVCService Properties TrustCOM SH BEN INT709$1.20K<0.1%+446+169.6%AddedHistory
SNASnap-on IncCOM3$1.21K<0.1%00.0%UnchangedHistory
WSBCWesbanco IncCOM31$1.21K<0.1%00.0%UnchangedHistory
BMBLBumble Inc.COM CL A378$1.21K<0.1%00.0%UnchangedHistory
CCNECNB Financial CorpCOM36$1.21K<0.1%+7+24.1%AddedHistory
GENIGenius Sports LtdSHARES CL A202$1.22K<0.1%−47−18.9%ReducedHistory
BOWBowhead Specialty Holdings Inc.COM SHS41$1.23K<0.1%+15+57.7%AddedHistory
CTOSCustom Truck One Source, Inc.COM CL A104$1.23K<0.1%+20+23.8%AddedHistory
KELYAKelly Services IncCL A100$1.23K<0.1%+61+156.4%AddedHistory
SSIISS Innovations International, Inc.COM NEW300$1.25K<0.1%00.0%UnchangedHistory
LAMRLamar Advertising CoREIT8$1.25K<0.1%00.0%UnchangedHistory
PLNTPlanet Fitness, Inc.CL A24$1.25K<0.1%−27−52.9%ReducedHistory
EBSEmergent BioSolutions Inc.COM151$1.26K<0.1%−12−7.4%ReducedHistory
BKEBuckle IncCOM30$1.27K<0.1%−24−44.4%ReducedHistory
RAREUltragenyx Pharmaceutical Inc.COM38$1.27K<0.1%−64−62.7%ReducedHistory
RRBIRed River Bancshares IncCOM14$1.28K<0.1%+4+40.0%AddedHistory
SCLStepan CoCOM23$1.28K<0.1%00.0%UnchangedHistory
MPTMedical Properties Trust IncCOM278$1.28K<0.1%00.0%UnchangedHistory
SPNTSiriusPoint LtdCOM54$1.30K<0.1%00.0%UnchangedHistory
SFIXStitch Fix, Inc.Stock316$1.30K<0.1%−182−36.5%ReducedHistory
GAPGap IncCOM70$1.31K<0.1%−526−88.3%ReducedHistory
GTGoodyear Tire & Rubber CoCOM199$1.31K<0.1%−169−45.9%ReducedHistory
INGRIngredion IncCOM14$1.33K<0.1%−55−79.7%ReducedHistory
RPAYRepay Holdings CorpCOM CL A316$1.33K<0.1%−38−10.7%ReducedHistory
BCRXBiocryst Pharmaceuticals IncCOM133$1.33K<0.1%+76+133.3%AddedHistory
CRD.ACrawford & CoCL A118$1.33K<0.1%+3+2.6%AddedHistory
TIPTTiptree Inc.COM75$1.34K<0.1%+30+66.7%AddedHistory
MATXMatson, Inc.COM7$1.35K<0.1%00.0%UnchangedHistory
ESNTEssent Group Ltd.COM21$1.35K<0.1%−41−66.1%ReducedHistory
THRYThryv Holdings, Inc.COM NEW345$1.36K<0.1%+67+24.1%AddedHistory
UFCSUnited Fire Group IncCOM26$1.36K<0.1%00.0%UnchangedHistory
ITICInvestors Title CoCOM5$1.37K<0.1%+1+25.0%AddedHistory
SPSCSPS Commerce IncCOM24$1.37K<0.1%+22+1,100.0%AddedHistory
SMBCSouthern Missouri Bancorp, Inc.COM18$1.37K<0.1%+5+38.5%AddedHistory
AMSFAmerisafe IncCOM41$1.39K<0.1%−3−6.8%ReducedHistory
SFSTSouthern First Bancshares IncCOM23$1.41K<0.1%+9+64.3%AddedHistory
NRIMNorthrim Bancorp IncCOM51$1.42K<0.1%+13+34.2%AddedHistory
SGHTSight Sciences, Inc.COM263$1.43K<0.1%−2−0.8%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM27$1.43K<0.1%−623−95.8%ReducedHistory
ASPNAspen Aerogels IncCOM225$1.43K<0.1%+135+150.0%AddedHistory
BURBurford Capital LtdORD SHS349$1.43K<0.1%+246+238.8%AddedHistory
FTAIFTAI Aviation Ltd.SHS5$1.43K<0.1%00.0%UnchangedHistory
MPBMid Penn Bancorp IncCOM42$1.46K<0.1%−4−8.7%ReducedHistory
HBMHudbay Minerals Inc.COM62$1.46K<0.1%−42−40.4%ReducedHistory
JJSFJ&J Snack Foods CorpCOM20$1.47K<0.1%−10−33.3%ReducedHistory
SHBIShore Bancshares IncCOM64$1.47K<0.1%+13+25.5%AddedHistory
XRXXerox Holdings CorpCOM NEW472$1.48K<0.1%+338+252.2%AddedHistory
KURAKura Oncology, Inc.COM135$1.48K<0.1%+54+66.7%AddedHistory
AAOIApplied Optoelectronics, Inc.COM10$1.48K<0.1%+3+42.9%AddedHistory
REXRex American Resources CorpCOM33$1.49K<0.1%00.0%UnchangedHistory
CSTMConstellium SECL A SHS47$1.50K<0.1%−54−53.5%ReducedHistory
HBCPHome Bancorp, Inc.COM22$1.51K<0.1%+6+37.5%AddedHistory
CLDTChatham Lodging TrustCOM115$1.52K<0.1%+46+66.7%AddedHistory
DEODiageo PLCSPON ADR NEW19$1.53K<0.1%−127−87.0%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