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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
NPKINPK International Inc.COM SHS97$1.54K<0.1%−24−19.8%ReducedHistory
AOSLAlpha & Omega Semiconductor LtdSHS33$1.56K<0.1%+7+26.9%AddedHistory
OSPNOneSpan Inc.COM109$1.56K<0.1%+51+87.9%AddedHistory
GRSDGRANDSTAND LtdORDINARY SHARES826$1.57K<0.1%+773+1,458.5%AddedHistory
CMRECostamare Inc.SHS112$1.57K<0.1%00.0%UnchangedHistory
EVHEvolent Health, Inc.CL A294$1.59K<0.1%+244+488.0%AddedHistory
BTGB2GOLD CorpCOM427$1.60K<0.1%00.0%UnchangedHistory
NXSTNexstar Media Group, Inc.COMMON STOCK9$1.61K<0.1%00.0%UnchangedHistory
ACIWAci Worldwide, Inc.Stock32$1.61K<0.1%+20+166.7%AddedHistory
NGVCNatural Grocers by Vitamin Cottage, Inc.COM53$1.64K<0.1%+13+32.5%AddedHistory
CRBUCaribou Biosciences, Inc.COM937$1.65K<0.1%00.0%UnchangedHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW691$1.66K<0.1%00.0%UnchangedHistory
ATRCAtriCure, Inc.COM60$1.68K<0.1%+37+160.9%AddedHistory
ALCOAlico, Inc.COM41$1.70K<0.1%00.0%UnchangedHistory
HPKHighPeak Energy, Inc.COM245$1.71K<0.1%+122+99.2%AddedHistory
SPBSpectrum Brands Holdings, Inc.COM20$1.72K<0.1%00.0%UnchangedHistory
PZZAPapa Johns International IncStock47$1.73K<0.1%00.0%UnchangedHistory
VMIValmont Industries IncCOM3$1.73K<0.1%00.0%UnchangedHistory
UVEUniversal Insurance Holdings, Inc.COM42$1.74K<0.1%00.0%UnchangedHistory
AHCOAdaptHealth Corp.COMMON STOCK167$1.74K<0.1%00.0%UnchangedHistory
WASHWashington Trust Bancorp IncCOM48$1.75K<0.1%+18+60.0%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM47$1.76K<0.1%00.0%UnchangedHistory
HNSTHonest Company, Inc.COM481$1.76K<0.1%+44+10.1%AddedHistory
BDNBrandywine Realty TrustSH BEN INT NEW558$1.77K<0.1%+386+224.4%AddedHistory
RGENRepligen CorpCOM13$1.77K<0.1%−51−79.7%ReducedHistory
MDUMdu Resources Group IncStock84$1.78K<0.1%00.0%UnchangedHistory
EGEverest Group, Ltd.COM5$1.79K<0.1%00.0%UnchangedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM347$1.79K<0.1%−399−53.5%ReducedHistory
SCHLScholastic CorpCOM39$1.79K<0.1%+12+44.4%AddedHistory
UVSPUnivest Financial CorpCOM41$1.79K<0.1%+11+36.7%AddedHistory
TDUPThredUp Inc.CL A263$1.80K<0.1%+253+2,530.0%AddedHistory
OLNOLIN CorpStock91$1.80K<0.1%−70−43.5%ReducedHistory
KROSKeros Therapeutics, Inc.COM170$1.82K<0.1%+29+20.6%AddedHistory
RTORentokil Initial PLCSPONSORED ADR64$1.83K<0.1%00.0%UnchangedHistory
FGF&G Annuities & Life, Inc.COMMON STOCK69$1.83K<0.1%00.0%UnchangedHistory
CRGYCrescent Energy CoCL A COM187$1.84K<0.1%+136+266.7%AddedHistory
PPLIPeople IncCOM NEW40$1.85K<0.1%00.0%UnchangedHistory
ZIMZIM Integrated Shipping Services Ltd.SHS71$1.85K<0.1%00.0%UnchangedHistory
AQNAlgonquin Power & Utilities Corp.COM316$1.85K<0.1%−318−50.2%ReducedHistory
OFGOfg BancorpCOM38$1.86K<0.1%+16+72.7%AddedHistory
ACAArcosa, Inc.COM13$1.89K<0.1%00.0%UnchangedHistory
OECOrion S.A.COM287$1.90K<0.1%+109+61.2%AddedHistory
PORPortland General Electric CoCOM NEW37$1.92K<0.1%00.0%UnchangedHistory
PRTAProthena Corp Public Ltd CoSHS197$1.93K<0.1%00.0%UnchangedHistory
TBLATaboola.com Ltd.ORD SHS387$1.94K<0.1%−49−11.2%ReducedHistory
VTEXVtexSHS CL A487$1.95K<0.1%+406+501.2%AddedHistory
JMIAJumia Technologies AGSPONSORED ADS278$1.96K<0.1%+70+33.7%AddedHistory
VSATViasat IncCOM22$1.98K<0.1%−28−56.0%ReducedHistory
SMPStandard Motor Products, Inc.Stock51$1.99K<0.1%−3−5.6%ReducedHistory
RGLDRoyal Gold IncStock10$2.00K<0.1%00.0%UnchangedHistory
ASANAsana, Inc.CL A286$2.00K<0.1%+212+286.5%AddedHistory
PVHPVH Corp.COM27$2.00K<0.1%00.0%UnchangedHistory
FETForum Energy Technologies, Inc.COM40$2.01K<0.1%−7−14.9%ReducedHistory
LULufax Holding LtdSPONSORED ADR1,531$2.02K<0.1%00.0%UnchangedHistory
PDMPiedmont Realty Trust, Inc.COM CL A221$2.02K<0.1%+199+904.5%AddedHistory
ARCCAres Capital CorpCEF110$2.04K<0.1%00.0%UnchangedHistory
IOVAIovance Biotherapeutics, Inc.COM493$2.05K<0.1%+343+228.7%AddedHistory
LINDLindblad Expeditions Holdings, Inc.Stock73$2.06K<0.1%+2+2.8%AddedHistory
CFFNCapitol Federal Financial, Inc.COM243$2.07K<0.1%+29+13.6%AddedHistory
CMCOColumbus McKinnon CorpCOM137$2.07K<0.1%−65−32.2%ReducedHistory
LQDALiquidia CorpCOM NEW26$2.07K<0.1%+21+420.0%AddedHistory
TGTXTG Therapeutics, Inc.COM38$2.09K<0.1%+15+65.2%AddedHistory
NWPXNWPX Infrastructure, Inc.COM14$2.10K<0.1%00.0%UnchangedHistory
ASIXAdvanSix Inc.COM106$2.11K<0.1%+12+12.8%AddedHistory
GRFSGrifols SASP ADR REP B NVT299$2.12K<0.1%−617−67.4%ReducedHistory
GIIIG III Apparel Group LtdCOM63$2.12K<0.1%−16−20.3%ReducedHistory
SKTTanger Inc.COM54$2.13K<0.1%00.0%UnchangedHistory
NESRNational Energy Services Reunited Corp.SHS72$2.15K<0.1%00.0%UnchangedHistory
KFRCKforce IncCOM46$2.16K<0.1%+6+15.0%AddedHistory
WKCWorld Kinect CorpCOM66$2.17K<0.1%+27+69.2%AddedHistory
CLXClorox CoStock23$2.19K<0.1%+5+27.8%AddedHistory
PGYPagaya Technologies Ltd.CL A NEW121$2.21K<0.1%+94+348.1%AddedHistory
ABMAbm Industries IncCOM50$2.21K<0.1%+47+1,566.7%AddedHistory
EVEREverQuote, Inc.COM CL A93$2.21K<0.1%+22+31.0%AddedHistory
DECDiversified Energy CoCOMMON STOCK161$2.23K<0.1%00.0%UnchangedHistory
NFGNational Fuel Gas CoStock29$2.24K<0.1%00.0%UnchangedHistory
CRVLCorvel CorpCOM36$2.25K<0.1%+22+157.1%AddedHistory
SFBSServisFirst Bancshares, Inc.COM26$2.26K<0.1%+17+188.9%AddedHistory
NTBBank of N.T. Butterfield & Son LtdSHS NEW38$2.26K<0.1%00.0%UnchangedHistory
MTHMeritage Homes CORPCOM27$2.26K<0.1%+23+575.0%AddedHistory
NBTBNBT Bancorp IncCOM46$2.27K<0.1%00.0%UnchangedHistory
RCIRogers Communications IncCL B70$2.27K<0.1%00.0%UnchangedHistory
IRWDIronwood Pharmaceuticals IncCOM CL A542$2.28K<0.1%−54−9.1%ReducedHistory
QSQuantumScape CorpCOM CL A302$2.28K<0.1%+138+84.1%AddedHistory
SKYWSkywest IncCOM23$2.29K<0.1%−68−74.7%ReducedHistory
JHGJanus Henderson Group Ltd.ORD SHS44$2.29K<0.1%+41+1,366.7%AddedHistory
MLABMesa Laboratories IncCOM23$2.29K<0.1%+18+360.0%AddedHistory
XERSXeris Biopharma Holdings, Inc.COM292$2.31K<0.1%+33+12.7%AddedHistory
KNKnowles CorpCOM56$2.32K<0.1%+16+40.0%AddedHistory
LLYVKLiberty Live Holdings, Inc.COM SHS SER C22$2.32K<0.1%00.0%UnchangedHistory
WHRWhirlpool CorpStock59$2.33K<0.1%−9−13.2%ReducedHistory
HAFCHanmi Financial CorpCOM NEW72$2.33K<0.1%+15+26.3%AddedHistory
TDAYUSA TODAY Co., Inc.COM273$2.33K<0.1%+53+24.1%AddedHistory
INSMINSMED IncCOM PAR $.0122$2.35K<0.1%−49−69.0%ReducedHistory
VSTVistra Corp.Stock15$2.38K<0.1%−1−6.3%ReducedHistory
AVPTAvePoint, Inc.COM CL A213$2.39K<0.1%+49+29.9%AddedHistory
AGCOAGCO CorpCOM20$2.39K<0.1%+3+17.6%AddedHistory
MESOMesoblast LtdADR177$2.40K<0.1%00.0%UnchangedHistory
OBKOrigin Bancorp, Inc.COM47$2.40K<0.1%+11+30.6%AddedHistory
MIDDMIDDLEBY CorpCOM14$2.41K<0.1%00.0%UnchangedHistory

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