Basecamp Wealth Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Basecamp Wealth Advisors LLC reported 1,821 stock positions worth $537.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 18.7% of the portfolio, followed by Vanguard Ftse All-World Ex-U (VEU, 12.9%) and Vanguard Tot World STK ETF (VT, 3.4%). Compared with Q1 2026, it sold out of 189, added to 656 and reduced 558. The biggest buy was Micron Technology (MU, shares +1%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BELLEVUE, WA
- CIK
- 0002115254
- Portfolio Value
- $537.4M (Q2 2026)
- SEC Filing
- 0001986152-26-000159 ↗ filed Aug 14, 2026
Holdings Value
Holdings 1,821 stocks · $537.4M
| VTI VG Morningstar TS MKT ETF-US | 18.65% | 270,908 | $100.2M | Reduce -1.6% |
| VEU Vanguard Ftse All-World Ex-U | 12.88% | 826,521 | $69.2M | Reduce -2.9% |
| VT Vanguard Tot World STK ETF | 3.35% | 114,837 | $18.0M | Reduce -2.4% |
| LLY Eli Lilly & Co. | 3.23% | 14,478 | $17.4M | Add +0.0% |
| MSFT Microsoft Corp. | 3.18% | 45,880 | $17.1M | Reduce -1.7% |
| AAPL Apple Inc. | 3.18% | 59,064 | $17.1M | Add +0.3% |
| NVDA Nvidia Corp. | 3.10% | 83,377 | $16.7M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 2.37% | 213,221 | $12.7M | No change |
| GOOGL Alphabet Inc. Class A | 1.67% | 25,127 | $9.0M | Add +0.4% |
| AMZN Amazon.com Inc. | 1.61% | 36,396 | $8.7M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 1.33% | 20,298 | $7.2M | Add +0.3% |
| PHYS Sprott Physical Gold Trust | 1.13% | 201,458 | $6.1M | No change |
| VXUS Vanguard Total Intl Stock | 1.10% | 69,284 | $5.9M | No change |
| IWV iShares Russell 3000 ETF | 1.02% | 12,875 | $5.5M | Reduce -0.1% |
| IWB iShares Russell 1000 ETF | 0.94% | 12,360 | $5.1M | Reduce -0.6% |
| EFA iShares MSCI Eafe ETF | 0.88% | 45,549 | $4.7M | No change |
| AVGO Broadcom Inc. | 0.78% | 11,084 | $4.2M | Add +0.2% |
| MU Micron Technology Inc. | 0.77% | 3,581 | $4.1M | Add +1.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.76% | 8,569 | $4.1M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.69% | 6,549 | $3.7M | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.62% | 5,778 | $3.4M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 0.62% | 10,141 | $3.3M | Reduce -0.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.60% | 1,625 | $3.2M | No change |
| TSLA Tesla Inc. | 0.59% | 7,591 | $3.2M | Add +1.6% |
| VEA Vanguard Ftse Developed ETF | 0.56% | 42,509 | $3.0M | No change |
| VOO Vanguard S&P 500 ETF | 0.55% | 4,286 | $2.9M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 4,772 | $2.4M | Add +0.9% |
| AMAT Applied Materials Inc. | 0.44% | 3,286 | $2.4M | Reduce -0.1% |
| V Visa Inc. Class A | 0.43% | 6,808 | $2.3M | Reduce -3.6% |
| LRCX Lam Research Corp. | 0.38% | 4,718 | $2.0M | Add +2.6% |
| ABBV Abbvie Inc. | 0.36% | 7,722 | $1.9M | Reduce -0.0% |
| CAT Caterpillar Inc. | 0.34% | 1,717 | $1.8M | Add +0.4% |
| KLAC KLA Corp. | 0.33% | 5,799 | $1.7M | Add +1.0% |
| GS Goldman Sachs Group Inc. | 0.33% | 1,728 | $1.7M | Add +0.7% |
| INTC Intel Corp. | 0.32% | 12,438 | $1.7M | Add +5.3% |
| NVS Novartis AG-Sponsored ADR | 0.32% | 10,959 | $1.7M | No change |
| IAU iShares Gold Trust | 0.31% | 22,091 | $1.7M | No change |
| GLW Corning Inc. | 0.29% | 6,082 | $1.6M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.27% | 5,803 | $1.5M | Reduce -2.6% |
| WMT Walmart Inc. | 0.27% | 12,747 | $1.4M | Reduce -0.0% |
| COST Costco Wholesale Corp. | 0.26% | 1,521 | $1.4M | Reduce -0.9% |
| CSCO Cisco Systems Inc. | 0.26% | 12,011 | $1.4M | No change |
| EEM iShares MSCI Emerging Market | 0.26% | 20,270 | $1.4M | No change |
| PANW Palo Alto Networks Inc. | 0.26% | 4,048 | $1.4M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.25% | 9,917 | $1.4M | Reduce -0.1% |
| RTX RTX Corp. | 0.25% | 7,119 | $1.4M | Add +1.0% |
| HD Home Depot Inc. | 0.25% | 3,820 | $1.3M | Add +0.5% |
| AZN Astrazeneca PLC | 0.24% | 6,666 | $1.3M | No change |
| ORCL Oracle Corp. | 0.22% | 8,216 | $1.2M | Add +1.6% |
| ASX Ase Technology Holding -ADR | 0.22% | 26,554 | $1.2M | Add +5.0% |
| MA Mastercard Inc. Class A | 0.22% | 2,318 | $1.2M | Reduce -15.4% |
| AXP American Express Co. | 0.21% | 3,370 | $1.1M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 5,136 | $1.1M | No change |
| BAC Bank of America Corp. | 0.20% | 18,754 | $1.1M | Reduce -0.4% |
| AMGN Amgen Inc. | 0.20% | 2,922 | $1.1M | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 2,812 | $1.1M | Reduce -2.1% |
| MRK Merck & Co. Inc. | 0.19% | 8,064 | $1.0M | Reduce -1.7% |
| TXN Texas Instruments Inc. | 0.19% | 3,447 | $1.0M | Add +0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.19% | 6,649 | $1.0M | Reduce -0.0% |
| NFLX Netflix Inc. | 0.18% | 13,870 | $990K | Add +0.0% |
| BCX BlackRock Resources & Commod | 0.18% | 86,764 | $981K | No change |
| UNH Unitedhealth Group Inc. | 0.18% | 2,312 | $961K | Add +2.2% |
| IEMG iShares Core MSCI Emerging | 0.18% | 11,595 | $961K | No change |
| KO The Coca-Cola Co. | 0.18% | 11,676 | $949K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 7,988 | $932K | Reduce -2.5% |
| CVX Chevron Corp. | 0.17% | 5,365 | $889K | Add +2.4% |
| PNC PNC Financial Services Group | 0.16% | 3,590 | $884K | Reduce -0.3% |
| GEV GE Vernova Inc. | 0.16% | 734 | $863K | Reduce -0.1% |
| SCHF Schwab Intl Equity ETF | 0.16% | 30,737 | $851K | No change |
| GLD SPDR Gold Shares | 0.16% | 2,308 | $850K | Add +14.9% |
| DBC Invesco DB Commodity Index T | 0.16% | 31,873 | $850K | No change |
| ITW Illinois Tool Works | 0.16% | 3,129 | $846K | Reduce -0.1% |
| SHEL Shell PLC-ADR | 0.16% | 10,868 | $843K | Reduce -0.2% |
| IGF iShares Global Infrastructur | 0.15% | 12,380 | $825K | No change |
| MS Morgan Stanley | 0.15% | 3,928 | $821K | No change |
| UBS UBS Group AG-Reg | 0.15% | 16,333 | $809K | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.15% | 5,478 | $803K | No change |
| SBUX Starbucks Corp. | 0.15% | 7,799 | $797K | Add +2.9% |
| SNDK Sandisk Corp. | 0.15% | 348 | $791K | Add +4.5% |
| UBER Uber Technologies Inc. | 0.14% | 10,791 | $779K | Reduce -1.1% |
| DE Deere & Co. | 0.14% | 1,221 | $775K | No change |
| PPLT Abrdn Physical Platinum SHRS | 0.14% | 54,247 | $767K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.14% | 4,660 | $763K | No change |
| PCAR Paccar Inc. | 0.14% | 6,223 | $748K | No change |
| UNP Union Pacific Corp. | 0.14% | 2,704 | $735K | Add +3.6% |
| QCOM Qualcomm Inc. | 0.14% | 3,945 | $729K | Add +0.5% |
| SHOP Shopify Inc. Class A | 0.13% | 6,327 | $722K | Reduce -0.3% |
| C Citigroup Inc. | 0.13% | 5,103 | $714K | Add +1.6% |
| URI United Rentals Inc. | 0.13% | 625 | $708K | Add +2.0% |
| TM Toyota Motor Corp. -Spon ADR | 0.13% | 4,158 | $700K | Reduce -0.1% |
| WDC Western Digital Corp. | 0.13% | 1,072 | $685K | Reduce -0.1% |
| LIN Linde PLC | 0.13% | 1,317 | $683K | Add +0.1% |
| NEE Nextera Energy Inc. | 0.12% | 7,647 | $671K | Reduce -0.2% |
| SAN Banco Santander SA-Spon ADR | 0.12% | 47,938 | $662K | Reduce -0.3% |
| SAP Sap SE-Sponsored ADR | 0.12% | 4,282 | $660K | Reduce -0.7% |
| RACE Ferrari NV | 0.12% | 1,746 | $650K | No change |
| ADP Automatic Data Processing | 0.12% | 2,850 | $638K | Add +0.3% |
| STM Stmicroelectronics NV-NY SHS | 0.12% | 8,439 | $632K | No change |
| ABT Abbott Laboratories | 0.12% | 6,810 | $618K | Reduce -2.1% |
| CHD Church & Dwight Co. Inc. | 0.11% | 6,268 | $607K | Reduce -0.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $56 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 20 | $56 | No change |
Total filed on the 13F, all lines: $537.4M.
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -1.7% | 3.18% | −0.39 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.9% | 12.88% | −0.34 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.28 |
| BITW Bitwise 10 Crypto Index ETF | Sold out | 0.00% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.25% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 0.69% | −0.09 |
| SCHD Schwab US DVD Equity ETF | Reduce -91.6% | 0.01% | −0.09 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.5% | 0.17% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -15.4% | 0.22% | −0.06 |
| WMT Walmart Inc. | Reduce -0.0% | 0.27% | −0.06 |
| NLY Annaly Capital Management Inc. | Reduce -37.6% | 0.08% | −0.06 |
| SHEL Shell PLC-ADR | Reduce -0.2% | 0.16% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 0.26% | −0.05 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -0.1% | 0.13% | −0.05 |
| COP Conocophillips | Reduce -0.4% | 0.10% | −0.04 |
| CRM Salesforce Inc. | Reduce -22.4% | 0.05% | −0.04 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.03 |
| MCK McKesson Corp. | Reduce -2.1% | 0.11% | −0.03 |
| ABT Abbott Laboratories | Reduce -2.1% | 0.12% | −0.03 |
| BILI Bilibili Inc.-Sponsored ADR | Reduce -67.4% | 0.01% | −0.03 |
| TJX TJX Companies Inc. | Reduce -0.0% | 0.19% | −0.03 |
| XPEV Xpeng Inc. - ADR | Reduce -7.5% | 0.06% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Reduce -24.9% | 0.04% | −0.03 |
| SAP Sap SE-Sponsored ADR | Reduce -0.7% | 0.12% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.1% | 0.11% | −0.03 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Reduce -10.9% | 0.03% | −0.03 |
| SPGI S&P Global Inc. | Reduce -15.9% | 0.07% | −0.03 |
| HCA HCA Healthcare Inc. | Reduce -4.7% | 0.07% | −0.03 |
| JNJ Johnson & Johnson | Reduce -2.6% | 0.27% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -84.9% | 0.00% | −0.02 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.02 |
| T AT&T Inc. | Reduce -0.8% | 0.04% | −0.02 |
| SONY Sony Group Corp. - SP ADR | Reduce -7.2% | 0.10% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 0.12% | −0.02 |
| HDB HDFC Bank Ltd.-ADR | Reduce -79.6% | 0.01% | −0.02 |
| AIG American International Group | Reduce -64.3% | 0.01% | −0.02 |
| SHOP Shopify Inc. Class A | Reduce -0.3% | 0.13% | −0.02 |
| TRI Thomson Reuters Corp. | Sold out | 0.00% | −0.02 |
| ADSK Autodesk Inc. | Reduce -0.1% | 0.05% | −0.02 |
| GIS General Mills Inc. | Reduce -62.2% | 0.01% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Reduce -10.7% | 0.03% | −0.02 |
| DHR Danaher Corp. | Reduce -11.6% | 0.07% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -25.9% | 0.06% | −0.02 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -33.6% | 0.03% | −0.02 |
| ROL Rollins Inc. | Reduce -1.3% | 0.04% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -0.5% | 0.04% | −0.02 |
| ADBE Adobe Inc. | Reduce -11.1% | 0.04% | −0.02 |
| NOW ServiceNow Inc. | Reduce -15.4% | 0.05% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -1.1% | 0.14% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +1.5% | 0.77% | +0.52 |
| LLY Eli Lilly & Co. | Add +0.0% | 3.23% | +0.48 |
| AMD Advanced Micro Devices | Add +2.2% | 0.62% | +0.39 |
| INTC Intel Corp. | Add +5.3% | 0.32% | +0.22 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 1.67% | +0.18 |
| LRCX Lam Research Corp. | Add +2.6% | 0.38% | +0.18 |
| KLAC KLA Corp. | Add +1.0% | 0.33% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 1.33% | +0.13 |
| ASX Ase Technology Holding -ADR | Add +5.0% | 0.22% | +0.11 |
| SNDK Sandisk Corp. | Add +4.5% | 0.15% | +0.10 |
| NVDA Nvidia Corp. | Add +0.1% | 3.10% | +0.10 |
| CAT Caterpillar Inc. | Add +0.4% | 0.34% | +0.09 |
| AAPL Apple Inc. | Add +0.3% | 3.18% | +0.09 |
| AVGO Broadcom Inc. | Add +0.2% | 0.78% | +0.07 |
| STX Seagate Technology Holdings | Add +1.1% | 0.10% | +0.06 |
| TXN Texas Instruments Inc. | Add +0.9% | 0.19% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +2.2% | 0.18% | +0.05 |
| UMC United Microelectron-SP ADR | Add +0.2% | 0.07% | +0.04 |
| MRVL Marvell Technology Inc. | Add +0.4% | 0.07% | +0.04 |
| URI United Rentals Inc. | Add +2.0% | 0.13% | +0.04 |
| FTNT Fortinet Inc. | Add +1.2% | 0.08% | +0.03 |
| QCOM Qualcomm Inc. | Add +0.5% | 0.14% | +0.03 |
| BE Bloom Energy Corp. Class A | Add +5.1% | 0.06% | +0.03 |
| HUM Humana Inc. | Add +5.9% | 0.05% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +10.7% | 0.06% | +0.03 |
| FBTC Fidelity Wise Origin Bitcoin | Add +73.7% | 0.10% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +0.7% | 0.33% | +0.02 |
| HPE Hewlett Packard Enterprise | Add +11.1% | 0.04% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.55% | +0.02 |
| TSLA Tesla Inc. | Add +1.6% | 0.59% | +0.02 |
| ANET Arista Networks Inc. | Add +0.2% | 0.10% | +0.02 |
| DDOG Datadog Inc. Class A | Add +11.5% | 0.03% | +0.02 |
| MCHP Microchip Technology Inc. | Add +6.7% | 0.06% | +0.02 |
| C Citigroup Inc. | Add +1.6% | 0.13% | +0.02 |
| DELL Dell Technologies -C | Add +6.5% | 0.02% | +0.01 |
| FIX Comfort Systems USA Inc. | Add +0.6% | 0.06% | +0.01 |
| SKM SK Telecom Co. Ltd.-Spon ADR | Add +560.2% | 0.02% | +0.01 |
| PKX Posco Holdings Inc. -Spon ADR | Add +56.4% | 0.07% | +0.01 |
| NUE Nucor Corp. | Add +1.9% | 0.06% | +0.01 |
| PWR Quanta Services Inc. | Add +844.4% | 0.01% | +0.01 |
| DVN Devon Energy Corp. | Add +65.8% | 0.05% | +0.01 |
| TER Teradyne Inc. | Add +2.6% | 0.02% | +0.01 |
| ELV Elevance Health Inc. | Add +0.1% | 0.05% | +0.01 |
| SBUX Starbucks Corp. | Add +2.9% | 0.15% | +0.01 |
| DAL Delta Air Lines Inc. | Add +4.8% | 0.03% | +0.01 |
| TRGP Targa Resources Corp. | Add +21.1% | 0.05% | +0.01 |
| ADI Analog Devices Inc. | Add +2.7% | 0.05% | +0.01 |
| RVMD Revolution Medicines Inc. | Add +50.3% | 0.01% | +0.01 |
| RKLB Rocket Lab Corp. | Add +11.1% | 0.02% | +0.01 |
| FLEX Flex Ltd. | Add +134.0% | 0.01% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | Sold out | 67 | $6before exit |
| OPENW Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | Sold out | 9 | $5before exit |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | Sold out | 9 | $2before exit |
| OPENZ Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | Sold out | 9 | $2before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.