Basecamp Wealth Advisors LLC

CIK 0002115254 · BELLEVUE, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Basecamp Wealth Advisors LLC reported 1,822 positions worth $537.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VTI (18.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$537.4M
2026 Q2
Positions
1,822
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.2%
Est. Net Flow (Q)
2026 Q2
10 / 1822 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFSH$100.2M18.66%270,908
2VEUVANGUARD INTL EQUITY INDEX FDS ALLWRLD EX USSH$69.2M12.88%826,521
3VTVANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETFSH$18.0M3.35%114,837
4LLYELI LILLY &CO COMSH$17.4M3.23%14,478
5MSFTMICROSOFT CORPSH$17.1M3.19%45,880
6AAPLAPPLE INCSH$17.1M3.18%59,064
7NVDANVIDIA CORPORATION COMSH$16.7M3.10%83,377
8VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETFSH$12.7M2.37%213,221
9GOOGLALPHABET INC CAP STK CL ASH$9.0M1.67%25,127
10AMZNAMAZON.COM INCSH$8.7M1.61%36,396

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Basecamp Wealth Advisors LLC hold as of Q2 2026?

Basecamp Wealth Advisors LLC reported 1822 positions worth $537.4M in its Q2 2026 13F filing. Largest positions: VTI (18.7%), VEU (12.9%), VT (3.4%), LLY (3.2%) and MSFT (3.2%).

What did Basecamp Wealth Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Basecamp Wealth Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.