Basecamp Wealth Advisors LLC
Sector Allocation
- Other41.2%$221.4M
- Technology23.3%$125.4M
- Financials9.1%$48.8M
- Industrials6.9%$37.3M
- Healthcare6.9%$37.3M
- Consumer Discretionary4.5%$24.3M
- Consumer Staples1.9%$10.4M
- Energy1.8%$9.9M
- Materials1.8%$9.5M
- Utilities1.0%$5.3M
AUM History
13fpro.ai/research/fund/basecamp-wealth-advisors-llc-2115254
Conviction and streaks
Stable · top 10 = 53.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$100.2M
- VANGUARD$69.2M
DOV
$18.0MLLY
$17.4MMSFT
$17.1MAAPL
$17.1MNVDA
$16.7M- VANGUARD$12.7M
GOOGL
$9.0MAMZN
$8.7MGOOG
$7.2MPHYS
$6.1M- VANGUARD$5.9M
- ISHARES$5.5M
- ISHARES$5.1M
- ISHARES$4.7M
AVGO
$4.2MMU
$4.1MTSM
$4.1MMETA
$3.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/basecamp-wealth-advisors-llc-2115254
Basecamp Wealth Advisors LLC 13F holdings — Q2 2026
$537.4M portfolio (+11.2% QoQ) · 1,822 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio
- 1
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF - TOTAL STK MKT
$100.2M
18.6% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US - ALLWRLD EX US
$69.2M
12.9% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $18.0M
3.4% of stocks
-2%This quarter-2.2%Since filed3+ qtrsHeld$17.4M
3.2% of stocks
+0.0%This quarter+8.4%Since filed3+ qtrsHeld$17.1M
3.2% of stocks
-2%This quarter+7.5%Since filed3+ qtrsHeld$17.1M
3.2% of stocks
+0.3%This quarter+12.4%Since filed3+ qtrsHeld$16.7M
3.1% of stocks
+0.1%This quarter-4.1%Since filed3+ qtrsHeld- 8
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF - FTSE EMR MKT ETF
$12.7M
2.4% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $9.0M
1.7% of stocks
+0.4%This quarter-8.5%Since filed3+ qtrsHeld$8.7M
1.6% of stocks
-0.0%This quarter-5.2%Since filed3+ qtrsHeld
All holdings — Basecamp Wealth Advisors LLC (Q2 2026)
1,822 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $7.2M | 1.3% | 20K | +0.3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Sprott Physical Gold Trustlp unit | Financials | $6.1M | 1.1% | 201K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND - VG TL INTL STK Fetf/fund | — | $5.9M | 1.1% | 69K | — | — | — | 13F |
| 14 | — | ISHARES RUSSELL 3000 ETF - RUSSELL 3000 ETFetf/fund | — | $5.5M | 1.0% | 13K | -0.1% | — | — | 13F |
| 15 | — | ISHARES RUSSELL 1000 INDEX FUND - RUS 1000 ETFetf/fund | — | $5.1M | 0.9% | 12K | -0.6% | — | — | 13F |
| 16 | — | ISHARES MSCI EAFE ETF - MSCI EAFE ETFetf/fund | — | $4.7M | 0.9% | 46K | — | — | — | 13F |
| 17 | Broadcom Inc. | Technology | $4.2M | 0.8% | 11K | +0.2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MICRON TECHNOLOGY INC | Technology | $4.1M | 0.8% | 3,581 | +1% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $4.1M | 0.8% | 8,569 | -0.2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Meta Platforms, Inc. | Technology | $3.7M | 0.7% | 6,549 | -0.3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ADVANCED MICRO DEVICES INC | Technology | $3.4M | 0.6% | 5,778 | +2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JPMORGAN CHASE & CO | Financials | $3.3M | 0.6% | 10K | -0.1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ASML HOLDING NVnote | Technology | $3.2M | 0.6% | 1,625 | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Tesla, Inc. | Consumer Discretionary | $3.2M | 0.6% | 7,591 | +2% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD DEVELOPED MARKETS INDEX FUND ETF - VAN FTSE DEV MKTetf/fund | — | $3.0M | 0.6% | 43K | — | — | — | 13F |
| 26 | — | VANGUARD INDEX FUNDS S&P 500 ETF USD - S&P 500 ETF SHS | — | $2.9M | 0.6% | 4,286 | +0.4% | |||
| 27 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.4M | 0.4% | 4,772 | +1.0% | |||
| 28 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.4M | 0.4% | 3,286 | -0.1% | |||
| 29 | $V | VISA INC. | Financials | $2.3M | 0.4% | 6,808 | -4% | |||
| 30 | $LRCX | LAM RESEARCH CORP | Technology | $2.0M | 0.4% | 4,718 | +3% | |||
| 31 | $ABBV | AbbVie Inc. | Healthcare | $1.9M | 0.4% | 7,722 | -0.0% | |||
| 32 | $CAT | CATERPILLAR INC | Industrials | $1.8M | 0.3% | 1,717 | +0.4% | |||
| 33 | $KLAC | KLA CORP | Technology | $1.7M | 0.3% | 5,799 | +910% | |||
| 34 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.7M | 0.3% | 1,728 | +0.7% | |||
| 35 | $INTC | INTEL CORP | Technology | $1.7M | 0.3% | 12K | +5% | |||
| 36 | $NVS | NOVARTIS AG | Healthcare | $1.7M | 0.3% | 11K | — | |||
| 37 | $IAU | ISHARES GOLD TRUST | Financials | $1.7M | 0.3% | 22K | — | |||
| 38 | $GLW | CORNING INC /NY | Materials | $1.6M | 0.3% | 6,082 | -0.1% | |||
| 39 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.5M | 0.3% | 5,803 | -3% | |||
| 40 | $WMT | Walmart Inc. | Consumer Staples | $1.4M | 0.3% | 13K | -0.0% | |||
| 41 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.4M | 0.3% | 1,521 | -0.9% | |||
| 42 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.4M | 0.3% | 12K | — | |||
| 43 | — | ISHARES TRUST MSCI EMG MKTS ETF USD DIS - MSCI EMG MKT ETF | — | $1.4M | 0.3% | 20K | — | |||
| 44 | $PANW | Palo Alto Networks Inc | Technology | $1.4M | 0.3% | 4,048 | -0.0% | |||
| 45 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.4M | 0.3% | 9,917 | -0.1% | |||
| 46 | $RTX | RTX Corp | Industrials | $1.4M | 0.3% | 7,119 | +1% | |||
| 47 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.3M | 0.3% | 3,820 | +0.5% | |||
| 48 | $AZN | ASTRAZENECA PLC | Healthcare | $1.3M | 0.2% | 6,666 | — | |||
| 49 | $ORCL | ORACLE CORP | Technology | $1.2M | 0.2% | 8,216 | +2% | |||
| 50 | $ASX | ASE Technology Holding Co., Ltd. | Technology | $1.2M | 0.2% | 27K | +5% | |||
| 51 | $MA | Mastercard Inc | Financials | $1.2M | 0.2% | 2,318 | -15% | |||
| 52 | $AXP | AMERICAN EXPRESS CO | Financials | $1.1M | 0.2% | 3,370 | +0.1% | |||
| 53 | — | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR - VALUE ETF | — | $1.1M | 0.2% | 5,136 | — | |||
| 54 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.1M | 0.2% | 19K | -0.4% | |||
| 55 | $AMGN | AMGEN INC | Healthcare | $1.1M | 0.2% | 2,922 | -0.1% | |||
| 56 | $GE | GENERAL ELECTRIC CO | Industrials | $1.1M | 0.2% | 2,812 | -2% | |||
| 57 | $MRK | Merck & Co., Inc. | Healthcare | $1.0M | 0.2% | 8,064 | -2% | |||
| 58 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.0M | 0.2% | 3,447 | +0.9% | |||
| 59 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.0M | 0.2% | 6,649 | -0.0% | |||
| 60 | $NFLX | NETFLIX INC | Communication Services | $990K | 0.2% | 14K | +0.0% | |||
| 61 | $BCX | BlackRock Resources & Commodities Strategy Trust | — | $981K | 0.2% | 87K | — | |||
| 62 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $961K | 0.2% | 2,312 | +2% | |||
| 63 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - CORE MSCI EMKT | — | $961K | 0.2% | 12K | — | |||
| 64 | $KO | COCA COLA CO | Consumer Staples | $949K | 0.2% | 12K | — | |||
| 65 | $PLTR | Palantir Technologies Inc. | Technology | $932K | 0.2% | 7,988 | -2% | |||
| 66 | $CVX | CHEVRON CORP | Energy | $889K | 0.2% | 5,365 | +2% | |||
| 67 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $884K | 0.2% | 3,590 | -0.3% | |||
| 68 | $GEV | GE Vernova Inc. | Industrials | $863K | 0.2% | 734 | -0.1% | |||
| 69 | — | SCHWAB INTERNATIONAL EQUITY ETF - INTL EQTY ETF | — | $851K | 0.2% | 31K | — | |||
| 70 | $GLD | SPDR GOLD TRUST | Financials | $850K | 0.2% | 2,308 | +15% | |||
| 71 | $DBC | Invesco DB Commodity Index Tracking Fund | Financials | $850K | 0.2% | 32K | — | |||
| 72 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $846K | 0.2% | 3,129 | -0.1% | |||
| 73 | $SHEL | Shell plc | Energy | $843K | 0.2% | 11K | -0.2% | |||
| 74 | — | ISHARES TR GLB INFRASTR ETF - GLB INFRASTR ETF | — | $825K | 0.1% | 12K | — | |||
| 75 | $MS | MORGAN STANLEY | Financials | $821K | 0.1% | 3,928 | — | |||
| 76 | $UBS | UBS Group AG | Financials | $809K | 0.1% | 16K | -0.1% | |||
| 77 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $803K | 0.1% | 5,478 | — | |||
| 78 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $797K | 0.1% | 7,799 | +3% | |||
| 79 | $SNDK | Sandisk Corp | Technology | $791K | 0.1% | 348 | +5% | |||
| 80 | $UBER | Uber Technologies, Inc | Technology | $779K | 0.1% | 11K | -1% | |||
| 81 | $DE | DEERE & CO | Industrials | $775K | 0.1% | 1,221 | — | |||
| 82 | $PPLT | abrdn Platinum ETF Trust | Financials | $767K | 0.1% | 54K | +900% | |||
| 83 | — | ISHARES TR ESG AWARE MSCI USA ETF - ESG AWR MSCI USA | — | $763K | 0.1% | 4,660 | — | |||
| 84 | $PCAR | PACCAR INC | Industrials | $748K | 0.1% | 6,223 | — | |||
| 85 | $UNP | UNION PACIFIC CORP | Industrials | $735K | 0.1% | 2,704 | +4% | |||
| 86 | $QCOM | QUALCOMM INC/DE | Technology | $729K | 0.1% | 3,945 | +0.5% | |||
| 87 | $SHOP | SHOPIFY INC. | Technology | $722K | 0.1% | 6,327 | -0.3% | |||
| 88 | $C | CITIGROUP INC | Financials | $714K | 0.1% | 5,103 | +2% | |||
| 89 | $URI | UNITED RENTALS, INC. | Industrials | $708K | 0.1% | 625 | +2% | |||
| 90 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $700K | 0.1% | 4,158 | -0.1% | |||
| 91 | $WDC | WESTERN DIGITAL CORP | Technology | $685K | 0.1% | 1,072 | -0.1% | |||
| 92 | $LIN | LINDE PLC | Materials | $683K | 0.1% | 1,317 | +0.1% | |||
| 93 | $NEE | NEXTERA ENERGY INC | Utilities | $671K | 0.1% | 7,647 | -0.2% | |||
| 94 | $SAN | Banco Santander, S.A. | Financials | $662K | 0.1% | 48K | -0.3% | |||
| 95 | $SAP | SAP SE | Technology | $660K | 0.1% | 4,282 | -0.7% | |||
| 96 | $RACE | Ferrari N.V. | Consumer Discretionary | $650K | 0.1% | 1,746 | — | |||
| 97 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $638K | 0.1% | 2,850 | +0.2% | |||
| 98 | $STM | STMicroelectronics N.V. | Technology | $632K | 0.1% | 8,439 | — | |||
| 99 | $ABT | ABBOTT LABORATORIES | Healthcare | $618K | 0.1% | 6,810 | -2% | |||
| 100 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $607K | 0.1% | 6,268 | -0.1% | |||
| 101 | $TT | Trane Technologies plc | Technology | $603K | 0.1% | 1,228 | -0.1% | |||
| 102 | $MCK | MCKESSON CORP | Consumer Staples | $603K | 0.1% | 798 | -2% | |||
| 103 | $HSBC | HSBC HOLDINGS PLC | Financials | $601K | 0.1% | 6,321 | — | |||
| 104 | — | SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF - STATE STREET SPD | — | $600K | 0.1% | 8,919 | — | |||
| 105 | $ALL | ALLSTATE CORP | Financials | $590K | 0.1% | 2,479 | -4% | |||
| 106 | $SCHW | SCHWAB CHARLES CORP | Financials | $584K | 0.1% | 6,327 | — | |||
| 107 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $575K | 0.1% | 2,632 | -0.2% | |||
| 108 | $KGC | KINROSS GOLD CORP | Materials | $574K | 0.1% | 24K | — | |||
| 109 | $PEP | PEPSICO INC | Consumer Staples | $572K | 0.1% | 4,227 | -0.1% | |||
| 110 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $569K | 0.1% | 4,296 | -0.2% | |||
| 111 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $564K | 0.1% | 28K | — | |||
| 112 | $PM | Philip Morris International Inc. | Consumer Staples | $556K | 0.1% | 3,075 | -4% | |||
| 113 | $KB | KB Financial Group Inc. | Financials | $549K | 0.1% | 5,228 | +3% | |||
| 114 | $STX | Seagate Technology Holdings plc | Technology | $545K | 0.1% | 565 | +1% | |||
| 115 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $540K | 0.1% | 3,028 | +2194% | |||
| 116 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $539K | 0.1% | 11K | +74% | |||
| 117 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $531K | 0.1% | 6,422 | +5% | |||
| 118 | $SONY | Sony Group Corp | Technology | $531K | 0.1% | 26K | -7% | |||
| 119 | $MPC | Marathon Petroleum Corp | Energy | $528K | 0.1% | 2,067 | +3% | |||
| 120 | $OC | Owens Corning | Materials | $527K | 0.1% | 3,317 | — | |||
| 121 | $EMR | EMERSON ELECTRIC CO | Industrials | $526K | 0.1% | 3,675 | — | |||
| 122 | $NVO | NOVO NORDISK A S | Healthcare | $525K | 0.1% | 11K | -5% | |||
| 123 | $WF | WOORI FINANCIAL GROUP INC. | Financials | $525K | 0.1% | 9,151 | +12% | |||
| 124 | $COP | CONOCOPHILLIPS | Energy | $525K | 0.1% | 5,047 | -0.4% | |||
| 125 | $ANET | Arista Networks, Inc. | Technology | $524K | 0.1% | 3,084 | +0.2% | |||
| 126 | $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Financials | $521K | 0.1% | 21K | -0.1% | |||
| 127 | $RY | ROYAL BANK OF CANADA | Financials | $520K | 0.1% | 2,511 | — | |||
| 128 | $MCD | MCDONALDS CORP | Consumer Discretionary | $516K | 0.1% | 1,910 | — | |||
| 129 | $CSX | CSX CORP | Industrials | $514K | 0.1% | 11K | -0.2% | |||
| 130 | $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Financials | $511K | 0.1% | 22K | — | |||
| 131 | $WELL | WELLTOWER INC. | Real Estate | $502K | 0.1% | 2,213 | — | |||
| 132 | $BCS | BARCLAYS PLC | Financials | $494K | 0.1% | 18K | — | |||
| 133 | $SLV | iShares Silver Trust | Financials | $489K | 0.1% | 9,151 | +25% | |||
| 134 | $WPM | Wheaton Precious Metals Corp. | Materials | $482K | 0.1% | 4,291 | +17% | |||
| 135 | $IX | ORIX CORP | Financials | $481K | 0.1% | 13K | — | |||
| 136 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $475K | 0.1% | 4,133 | — | |||
| 137 | — | PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD - ENHAN SHRT MA AC | — | $464K | 0.1% | 4,605 | — | |||
| 138 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $439K | 0.1% | 833 | — | |||
| 139 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $433K | 0.1% | 1,089 | +2% | |||
| 140 | $NLY | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $432K | 0.1% | 19K | -38% | |||
| 141 | $APH | AMPHENOL CORP /DE/ | Technology | $430K | 0.1% | 2,439 | -7% | |||
| 142 | $MSI | Motorola Solutions, Inc. | Technology | $430K | 0.1% | 1,035 | -4% | |||
| 143 | — | VANGUARD REAL ESTATE ETF - REAL ESTATE ETF | — | $424K | 0.1% | 4,396 | — | |||
| 144 | $FTNT | Fortinet, Inc. | Technology | $413K | 0.1% | 2,689 | +1% | |||
| 145 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $412K | 0.1% | 1,869 | -0.4% | |||
| 146 | $TMUS | T-Mobile US, Inc. | Communication Services | $412K | 0.1% | 2,455 | +8% | |||
| 147 | $USB | US BANCORP DE | Financials | $411K | 0.1% | 6,800 | -0.4% | |||
| 148 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $410K | 0.1% | 826 | +5% | |||
| 149 | $BA | BOEING CO | Industrials | $409K | 0.1% | 1,889 | +1% | |||
| 150 | $ESLT | ELBIT SYSTEMS LTD | Industrials | $404K | 0.1% | 532 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 0 new, 661 added to, 556 trimmed, 192 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (661)
$KLACKLA CORP+910%
now $1.7M · held 3+ qtrs
$PPLTabrdn Platinum ETF Trust+900%
now $767K · held 2 qtrs
$BKNGBooking Holdings Inc.+2194%
now $540K · held 3+ qtrs
$FBTCFidelity Wise Origin Bitcoin Fund+74%
now $539K · held 3+ qtrs
$PKXPOSCO HOLDINGS INC.+56%
now $369K · held 3+ qtrs, 2 adds in a row
$SBSCOMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP+401%
now $144K
+655 more in the Excel export
Trimmed (556)
- VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US - ALLWRLD EX US-3%
now $69.2M
- VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF - TOTAL STK MKT-2%
now $100.2M
- SCHWAB US DIVIDEND EQUITY ETF - US DIVIDEND EQ-92%
now $41K
now $18.0M · held 3+ qtrs
now $17.1M · held 3+ qtrs, 2 trims in a row
$NLYANNALY CAPITAL MANAGEMENT INC-38%
now $432K · held 3+ qtrs
+550 more in the Excel export
Sold out (192)
- ISHARES TIPS BOND ETF - TIPS BD ETFwas $1.4M
$BITWBitwise 10 Crypto Index ETFwas $531K
held 1 qtr
$HONHONEYWELL INTERNATIONAL INCwas $168K
held 2+ qtrs
- SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF - STATE STREET ENEwas $140K
$CTRACoterra Energy Inc.was $119K
held 2+ qtrs
$TRITHOMSON REUTERS CORP /CAN/was $101K
+186 more in the Excel export
Holdings by quarter
Every 13F Basecamp Wealth Advisors LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Basecamp Wealth Advisors?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Basecamp Wealth Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.6%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Basecamp Wealth Advisors LLC disclosed 1,822 positions worth $537.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 0 new positions and exited 192. The portfolio is most concentrated in Other (41.2% of disclosed assets). All figures are sourced directly from Basecamp Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2115254.
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