Basecamp Wealth Advisors LLC 13F Holdings · Q2 2026
Basecamp Wealth Advisors LLC reported 1,822 securities worth $537.39M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (18.65%), VEU (12.88%), VT (3.35%). Among its top 25 positions this quarter: 9 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $100.2M | 18.65% | 270,908 | Trimmed |
| 2 | VEU | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | $69.2M | 12.88% | 826,521 | Trimmed |
| 3 | VT | VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF | $18.0M | 3.35% | 114,837 | Trimmed |
| 4 | LLY | ELI LILLY &CO COM | $17.4M | 3.23% | 14,478 | Added |
| 5 | AAPL | APPLE INC | $17.1M | 3.18% | 59,064 | Added |
| 6 | MSFT | MICROSOFT CORP | $17.1M | 3.18% | 45,880 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION COM | $16.7M | 3.10% | 83,377 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $12.7M | 2.37% | 213,221 | Hold |
| 9 | GOOGL | ALPHABET INC CAP STK CL A | $9.0M | 1.67% | 25,127 | Added |
| 10 | AMZN | AMAZON.COM INC | $8.7M | 1.61% | 36,396 | Trimmed |
| 11 | GOOG | ALPHABET INC CAP STK CL C | $7.2M | 1.33% | 20,298 | Added |
| 12 | PHYS | SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239 | $6.1M | 1.13% | 201,458 | Hold |
| 13 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $5.9M | 1.10% | 69,284 | Hold |
| 14 | IWV | ISHARES RUSSELL 3000 ETF | $5.5M | 1.02% | 12,875 | Trimmed |
| 15 | IWB | ISHARES RUSSELL 1000 INDEX FUND | $5.1M | 0.94% | 12,360 | Trimmed |
| 16 | EFA | ISHARES MSCI EAFE ETF | $4.7M | 0.88% | 45,549 | Hold |
| 17 | AVGO | BROADCOM INC COM | $4.2M | 0.78% | 11,084 | Added |
| 18 | MU | MICRON TECHNOLOGY INC | $4.1M | 0.77% | 3,581 | Added |
| 19 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | $4.1M | 0.76% | 8,569 | Trimmed |
| 20 | META | META PLATFORMS INC CLASS A COMMON STOCK | $3.7M | 0.69% | 6,549 | Trimmed |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $3.4M | 0.62% | 5,778 | Added |
| 22 | JPM | JPMORGAN CHASE &CO. COM | $3.3M | 0.62% | 10,141 | Trimmed |
| 23 | ASML | ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 | $3.2M | 0.60% | 1,625 | Hold |
| 24 | TSLA | TESLA INC COM | $3.2M | 0.59% | 7,591 | Added |
| 25 | VEA | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | $3.0M | 0.56% | 42,509 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR