Basecamp Wealth Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed June 24, 2026), Basecamp Wealth Advisors LLC reported 1,748 stock positions worth $469.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 19.0% of the portfolio, followed by Vanguard Ftse All-World Ex-U (VEU, 11.8%) and Microsoft (MSFT, 5.0%).
- Most Recent 13F
- Q2 2026
- Location
- BELLEVUE, WA
- CIK
- 0002115254
- Portfolio Value
- $469.5M (Q4 2025)
- SEC Filing
- 0001986152-26-000093 ↗ filed Jun 24, 2026
Holdings Value
Holdings 1,748 stocks · $469.5M
| VTI VG Morningstar TS MKT ETF-US | 19.03% | 266,429 | $89.3M | — |
| VEU Vanguard Ftse All-World Ex-U | 11.76% | 750,558 | $55.2M | — |
| MSFT Microsoft Corp. | 4.99% | 48,448 | $23.4M | — |
| AAPL Apple Inc. | 3.37% | 58,248 | $15.8M | — |
| LLY Eli Lilly & Co. | 3.31% | 14,443 | $15.5M | — |
| NVDA Nvidia Corp. | 3.30% | 82,954 | $15.5M | — |
| VT Vanguard Tot World STK ETF | 2.38% | 79,296 | $11.2M | — |
| VWO Vanguard Ftse Emerging Marke | 2.07% | 180,889 | $9.7M | — |
| AMZN Amazon.com Inc. | 1.78% | 36,278 | $8.4M | — |
| GOOGL Alphabet Inc. Class A | 1.67% | 25,072 | $7.8M | — |
| PHYS Sprott Physical Gold Trust | 1.43% | 203,357 | $6.7M | — |
| GOOG Alphabet Inc. Class C | 1.34% | 20,115 | $6.3M | — |
| VXUS Vanguard Total Intl Stock | 1.11% | 69,284 | $5.2M | — |
| IWV iShares Russell 3000 ETF | 1.06% | 12,868 | $5.0M | — |
| IWB iShares Russell 1000 ETF | 0.99% | 12,435 | $4.6M | — |
| EFA iShares MSCI Eafe ETF | 0.93% | 45,549 | $4.4M | — |
| META Meta Platforms Inc. Class A | 0.92% | 6,559 | $4.3M | — |
| AVGO Broadcom Inc. | 0.80% | 10,842 | $3.8M | — |
| TSLA Tesla Inc. | 0.70% | 7,354 | $3.3M | — |
| JPM JPMorgan Chase & Co. | 0.70% | 10,184 | $3.3M | — |
| VEA Vanguard Ftse Developed ETF | 0.57% | 42,509 | $2.7M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.56% | 8,641 | $2.6M | — |
| V Visa Inc. Class A | 0.53% | 7,055 | $2.5M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 4,725 | $2.4M | — |
| IAU iShares Gold Trust | 0.40% | 23,162 | $1.9M | — |
| ABBV Abbvie Inc. | 0.38% | 7,740 | $1.8M | — |
| ASML ASML Holding NV-NY Reg SHS | 0.38% | 1,650 | $1.8M | — |
| ORCL Oracle Corp. | 0.34% | 8,150 | $1.6M | — |
| MA Mastercard Inc. Class A | 0.33% | 2,733 | $1.6M | — |
| GS Goldman Sachs Group Inc. | 0.33% | 1,741 | $1.5M | — |
| NVS Novartis AG-Sponsored ADR | 0.32% | 10,959 | $1.5M | — |
| WMT Walmart Inc. | 0.30% | 12,753 | $1.4M | — |
| PLTR Palantir Technologies Inc. Class A | 0.30% | 7,987 | $1.4M | — |
| HD Home Depot Inc. | 0.28% | 3,813 | $1.3M | — |
| COST Costco Wholesale Corp. | 0.28% | 1,521 | $1.3M | — |
| NFLX Netflix Inc. | 0.28% | 13,824 | $1.3M | — |
| RTX RTX Corp. | 0.28% | 7,047 | $1.3M | — |
| AXP American Express Co. | 0.27% | 3,374 | $1.2M | — |
| AZN Astrazeneca PLC-Spons ADR | 0.26% | 13,336 | $1.2M | — |
| AMD Advanced Micro Devices | 0.26% | 5,647 | $1.2M | — |
| JNJ Johnson & Johnson | 0.26% | 5,809 | $1.2M | — |
| XOM Exxon Mobil Corp. | 0.25% | 9,941 | $1.2M | — |
| EEM iShares MSCI Emerging Market | 0.24% | 20,270 | $1.1M | — |
| SAP Sap SE-Sponsored ADR | 0.22% | 4,312 | $1.0M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 18,884 | $1.0M | — |
| SHOP Shopify Inc. Class A | 0.22% | 6,361 | $1.0M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 6,655 | $1.0M | — |
| CAT Caterpillar Inc. | 0.21% | 1,710 | $980K | — |
| MU Micron Technology Inc. | 0.21% | 3,377 | $964K | — |
| AMGN Amgen Inc. | 0.20% | 2,924 | $957K | — |
| CSCO Cisco Systems Inc. | 0.20% | 11,989 | $923K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 4,815 | $920K | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.19% | 11,803 | $902K | — |
| TM Toyota Motor Corp. -Spon ADR | 0.19% | 4,169 | $892K | — |
| UBER Uber Technologies Inc. | 0.19% | 10,846 | $886K | — |
| ABT Abbott Laboratories | 0.19% | 6,956 | $871K | — |
| MRK Merck & Co. Inc. | 0.18% | 8,066 | $849K | — |
| GE General Electric filed as GE AEROSPACE | 0.18% | 2,736 | $843K | — |
| KO The Coca-Cola Co. | 0.18% | 12,024 | $841K | — |
| AMAT Applied Materials Inc. | 0.18% | 3,266 | $839K | — |
| SHEL Shell PLC-ADR | 0.17% | 10,942 | $804K | — |
| CVX Chevron Corp. | 0.17% | 5,233 | $798K | — |
| PG The Procter & Gamble Co. | 0.17% | 5,562 | $797K | — |
| LRCX Lam Research Corp. | 0.17% | 4,616 | $790K | — |
| IEMG iShares Core MSCI Emerging | 0.17% | 11,595 | $779K | — |
| DBC Invesco DB Commodity Index T | 0.17% | 34,796 | $778K | — |
| ITW Illinois Tool Works | 0.16% | 3,131 | $771K | — |
| IGF iShares Global Infrastructur | 0.16% | 12,380 | $760K | — |
| UBS UBS Group AG-Reg | 0.16% | 16,353 | $757K | — |
| PNC PNC Financial Services Group | 0.16% | 3,583 | $748K | — |
| SCHF Schwab Intl Equity ETF | 0.16% | 30,737 | $739K | — |
| ADP Automatic Data Processing | 0.16% | 2,861 | $736K | — |
| SONY Sony Group Corp. - SP ADR | 0.16% | 28,562 | $731K | — |
| UNH Unitedhealth Group Inc. | 0.15% | 2,161 | $713K | — |
| KLAC KLA Corp. | 0.15% | 587 | $713K | — |
| MS Morgan Stanley | 0.15% | 3,928 | $697K | — |
| KGC Kinross Gold Corp. | 0.15% | 24,308 | $685K | — |
| QCOM Qualcomm Inc. | 0.15% | 3,993 | $683K | — |
| PCAR Paccar Inc. | 0.15% | 6,223 | $681K | — |
| SBUX Starbucks Corp. | 0.14% | 7,984 | $672K | — |
| MCK McKesson Corp. | 0.14% | 815 | $669K | — |
| BKNG Booking Holdings Inc. | 0.14% | 121 | $648K | — |
| UNP Union Pacific Corp. | 0.14% | 2,794 | $646K | — |
| RACE Ferrari NV | 0.14% | 1,746 | $645K | — |
| SCHW Schwab (charles) Corp. | 0.13% | 6,327 | $632K | — |
| PANW Palo Alto Networks Inc. | 0.13% | 3,402 | $627K | — |
| ISRG Intuitive Surgical Inc. | 0.13% | 1,097 | $621K | — |
| NEE Nextera Energy Inc. | 0.13% | 7,647 | $614K | — |
| PEP Pepsico Inc. | 0.13% | 4,252 | $610K | — |
| SPGI S&P Global Inc. | 0.13% | 1,151 | $602K | — |
| PGR Progressive Corp. | 0.13% | 2,632 | $599K | — |
| CRM Salesforce Inc. | 0.13% | 2,242 | $594K | — |
| HIG Hartford Insurance Group Inc. | 0.13% | 4,307 | $593K | — |
| TXN Texas Instruments Inc. | 0.13% | 3,416 | $593K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.13% | 11,626 | $592K | — |
| C Citigroup Inc. | 0.12% | 5,020 | $586K | — |
| MCD McDonald's Corp. | 0.12% | 1,910 | $584K | — |
| LIN Linde PLC | 0.12% | 1,364 | $582K | — |
| DE Deere & Co. | 0.12% | 1,240 | $577K | — |
| WFC Wells Fargo & Co. | 0.12% | 6,176 | $576K | — |
Other holdings (4): bonds, preferreds, convertibles and warrants · $77 (not counted above)
Total filed on the 13F, all lines: $469.5M.
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.