DOSSIER · 13F-HR · Q2 2026

Basecamp Wealth Advisors LLC

$537M in tracked AUM across 1,822 positions as of Q2 2026.

BW
CIK 0002115254 · last filed Jun 30, 2026
Total AUM
$537M
as of Q2 2026
Holdings
1,822
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Basecamp Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
$100M271K18.7%
02
VEU
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
$69M827K12.9%
03
VT
VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF
$18M115K3.4%
04
LLY
ELI LILLY &CO COM
$17M14K3.2%
05
MSFT
MICROSOFT CORP
$17M46K3.2%
06
AAPL
APPLE INC
$17M59K3.2%
07
NVDA
NVIDIA CORPORATION COM
$17M83K3.1%
08
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
$13M213K2.4%
09
GOOGL
ALPHABET INC CAP STK CL A
$9M25K1.7%
10
AMZN
AMAZON.COM INC
$9M36K1.6%

Filing history

2026Q2Jun 30
$537M 11.2%
1,822 positionsView →
2026Q1Mar 31
$483M 3.0%
2,015 positionsView →
2025Q4Dec 31
$469M
1,752 positionsView →