Basecamp Wealth Advisors LLC Top Holdings and 13F Report (2026) About Basecamp Wealth Advisors LLCInvestment ActivityBasecamp Wealth Advisors LLC has $537.39 million in total holdings as of June 30, 2026.Basecamp Wealth Advisors LLC owns shares of 1,822 different stocks, but just 90 companies or ETFs make up 80% of its holdings.Approximately 1.27% of the portfolio was purchased this quarter.About 2.44% of the portfolio was sold this quarter.This quarter, Basecamp Wealth Advisors LLC has purchased 2,013 new stocks and bought additional shares in 659 stocks.Basecamp Wealth Advisors LLC sold shares of 556 stocks and completely divested from 193 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $100,246,618Vanguard FTSE All-World ex-US ETF $69,221,133Vanguard Total World Stock ETF $18,023,686Eli Lilly and Company $17,365,084Microsoft $17,114,158 Largest New Holdings this Quarter 31946M103 - First Citizens BancShares $6,242 Holding55405Y100 - MACOM Technology Solutions $6,086 Holding Largest Purchases this Quarter KLA 5,225 shares (about $1.58M)abrdn Physical Platinum Shares ETF 48,822 shares (about $689.86K)Booking 2,896 shares (about $516.18K)FIDELITY WISE ORIGIN BITCOIN FUND 4,484 shares (about $228.91K)POSCO 2,589 shares (about $133.02K) Largest Sales this Quarter Vanguard FTSE All-World ex-US ETF 24,476 shares (about $2.05M)Vanguard Total Stock Market ETF 4,461 shares (about $1.65M)Schwab US Dividend Equity ETF 14,202 shares (about $450.34K)Vanguard Total World Stock ETF 2,862 shares (about $449.19K)Microsoft 785 shares (about $292.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBasecamp Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$100,246,618$1,650,746 â–¼-1.6%270,90818.7%ETFVEUVanguard FTSE All-World ex-US ETF$69,221,133$2,049,865 â–¼-2.9%826,52112.9%ETFVTVanguard Total World Stock ETF$18,023,686$449,191 â–¼-2.4%114,8373.4%ETFLLYEli Lilly and Company$17,365,084$4,798 â–²0.0%14,4783.2%HealthcareMSFTMicrosoft$17,114,158$292,821 â–¼-1.7%45,8803.2%TechnologyAAPLApple$17,090,646$43,982 â–²0.3%59,0643.2%TechnologyNVDANVIDIA$16,682,980$22,410 â–²0.1%83,3773.1%TechnologyVWOVanguard FTSE Emerging Markets ETF$12,727,1610.0%213,2212.4%ETFGOOGLAlphabet$8,979,551$38,596 â–²0.4%25,1271.7%Communication ServicesAMZNAmazon.com$8,674,584$1,668 â–¼0.0%36,3961.6%Consumer DiscretionaryGOOGAlphabet$7,171,737$21,199 â–²0.3%20,2981.3%Communication ServicesSPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239$6,077,9760.0%201,4581.1%PHYSICAL GOLD TRVXUSVanguard Total International Stock ETF$5,923,0890.0%69,2841.1%ETFIWViShares Russell 3000 ETF$5,489,900$8,102 â–¼-0.1%12,8751.0%ETFIWBiShares Russell 1000 ETF$5,061,420$30,713 â–¼-0.6%12,3600.9%ETFEFAiShares MSCI EAFE ETF$4,731,6300.0%45,5490.9%ETFAVGOBroadcom$4,186,861$9,066 â–²0.2%11,0840.8%TechnologyMUMicron Technology$4,134,034$60,031 â–²1.5%3,5810.8%TechnologyTSMTaiwan Semiconductor Manufacturing$4,092,522$6,209 â–¼-0.2%8,5690.8%TechnologyMETAMeta Platforms$3,688,986$11,829 â–¼-0.3%6,5490.7%Communication ServicesAMDAdvanced Micro Devices$3,356,498$73,195 â–²2.2%5,7780.6%TechnologyJPMJPMorgan Chase & Co.$3,319,512$2,291 â–¼-0.1%10,1410.6%FinanceASMLASML$3,232,8400.0%1,6250.6%TechnologyTSLATesla$3,192,960$50,054 â–²1.6%7,5910.6%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$3,028,7660.0%42,5090.6%ETFVOOVanguard S&P 500 ETF$2,943,584$10,302 â–²0.4%4,2860.5%ETFBRK.BBerkshire Hathaway$2,387,861$22,518 â–²1.0%4,7720.4%FinanceAMATApplied Materials$2,375,721$1,446 â–¼-0.1%3,2860.4%TechnologyVVisa$2,335,757$86,116 â–¼-3.6%6,8080.4%FinanceLAM RESEARCH CORP COM NEW$2,044,451$52,000 â–²2.6%4,7180.4%COM NEWABBVAbbVie$1,943,164$503 â–¼0.0%7,7220.4%HealthcareCATCaterpillar$1,828,433$7,454 â–²0.4%1,7170.3%IndustrialsKLACKLA$1,749,586$1,576,407 â–²910.3%5,7990.3%TechnologyGSThe Goldman Sachs Group$1,747,647$12,136 â–²0.7%1,7280.3%FinanceINTCIntel$1,736,718$87,827 â–²5.3%12,4380.3%TechnologyNVSNovartis$1,717,4940.0%10,9590.3%HealthcareIAUiShares Gold Trust$1,668,0910.0%22,0910.3%ETFGLWCorning$1,553,525$2,299 â–¼-0.1%6,0820.3%TechnologyJNJJohnson & Johnson$1,473,788$39,365 â–¼-2.6%5,8030.3%HealthcareWALMART INC COM$1,443,725$566 â–¼0.0%12,7470.3%COMCOSTCostco Wholesale$1,422,850$13,097 â–¼-0.9%1,5210.3%Consumer StaplesCSCOCisco Systems$1,410,7770.0%12,0110.3%TechnologyEEMiShares MSCI Emerging Markets ETF$1,386,6710.0%20,2700.3%ETFPANWPalo Alto Networks$1,380,449$682 â–¼0.0%4,0480.3%TechnologyXOMExxonMobil$1,355,802$1,094 â–¼-0.1%9,9170.3%EnergyRTXRTX$1,350,688$13,661 â–²1.0%7,1190.3%IndustrialsHDHome Depot$1,347,238$6,348 â–²0.5%3,8200.3%Consumer DiscretionaryAZNCFAstraZeneca$1,264,0070.0%6,6660.2%HealthcareORCLOracle$1,204,055$19,491 â–²1.6%8,2160.2%TechnologyASXASE Technology$1,198,116$57,573 â–²5.0%26,5540.2%TechnologyMAMastercard$1,190,525$216,226 â–¼-15.4%2,3180.2%FinanceAXPAmerican Express$1,139,903$1,015 â–²0.1%3,3700.2%FinanceVTVVanguard Value ETF$1,119,3670.0%5,1360.2%ETFBACBank of America$1,068,617$4,274 â–¼-0.4%18,7540.2%FinanceAMGNAmgen$1,058,115$724 â–¼-0.1%2,9220.2%HealthcareGEGE Aerospace$1,050,929$22,424 â–¼-2.1%2,8120.2%IndustrialsMRKMerck & Co., Inc.$1,036,194$17,732 â–¼-1.7%8,0640.2%HealthcareTXNTexas Instruments$1,027,447$9,240 â–²0.9%3,4470.2%TechnologyTJXTJX Companies$1,007,324$303 â–¼0.0%6,6490.2%Consumer DiscretionaryNFLXNetflix$990,318$286 â–²0.0%13,8700.2%Communication ServicesBCXBlackrock Resources & Commodities Strategy Trust$981,3010.0%86,7640.2%FinanceUNHUnitedHealth Group$960,937$20,782 â–²2.2%2,3120.2%HealthcareIEMGiShares Core MSCI Emerging Markets ETF$960,5300.0%11,5950.2%ETFKOCocaCola$948,9090.0%11,6760.2%Consumer StaplesPALANTIR TECHNOLOGIES INC CL A$931,960$23,801 â–¼-2.5%7,9880.2%CL ACVXChevron$889,302$20,554 â–²2.4%5,3650.2%EnergyPNCThe PNC Financial Services Group$883,930$2,462 â–¼-0.3%3,5900.2%FinanceGE VERNOVA INC COM$862,582$1,175 â–¼-0.1%7340.2%COMSCHFSchwab International Equity ETF$851,4150.0%30,7370.2%ETFGLDSPDR Gold Shares$850,255$110,518 â–²14.9%2,3080.2%ETFDBCInvesco DB Commodity Index Tracking Fund$849,7340.0%31,8730.2%ETFITWIllinois Tool Works$846,301$1,082 â–¼-0.1%3,1290.2%IndustrialsSHELShell$842,685$1,473 â–¼-0.2%10,8680.2%EnergyIGFiShares Global Infrastructure ETF$824,5080.0%12,3800.2%ETFMSMorgan Stanley$821,1090.0%3,9280.2%FinanceUBSUBS Group$809,463$942 â–¼-0.1%16,3330.2%FinancePGProcter & Gamble$803,2940.0%5,4780.1%Consumer StaplesSBUXStarbucks$796,980$22,482 â–²2.9%7,7990.1%Consumer DiscretionarySANDISK CORP COM$791,258$34,106 â–²4.5%3480.1%COMUBERUber Technologies$778,679$8,659 â–¼-1.1%10,7910.1%IndustrialsDEDeere & Company$774,5170.0%1,2210.1%IndustrialsPPLTabrdn Physical Platinum Shares ETF$766,514$689,858 â–²899.9%54,2470.1%ETFESGUiShares ESG Aware MSCI USA ETF$762,6410.0%4,6600.1%ETFPCARPACCAR$747,5070.0%6,2230.1%IndustrialsUNPUnion Pacific$735,488$25,296 â–²3.6%2,7040.1%IndustrialsQCOMQualcomm$729,035$3,881 â–²0.5%3,9450.1%TechnologySHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7$722,417$1,827 â–¼-0.3%6,3270.1%CL A SUB VTG SHSCCitigroup$714,216$11,617 â–²1.7%5,1030.1%FinanceURIUnited Rentals$708,056$13,595 â–²2.0%6250.1%IndustrialsTMToyota Motor$700,290$505 â–¼-0.1%4,1580.1%Consumer DiscretionaryWDCWestern Digital$684,708$639 â–¼-0.1%1,0720.1%TechnologyLINDE PLC COM EUR0.001$683,444$519 â–²0.1%1,3170.1%SHSNEENextEra Energy$671,177$1,580 â–¼-0.2%7,6470.1%UtilitiesSANBanco Santander$661,544$2,056 â–¼-0.3%47,9380.1%FinanceSAPSAP$659,899$4,777 â–¼-0.7%4,2820.1%TechnologyRACEFerrari$650,0180.0%1,7460.1%Consumer DiscretionaryADPAutomatic Data Processing$638,258$1,568 â–²0.2%2,8500.1%IndustrialsSTMSTMicroelectronics$631,9970.0%8,4390.1%TechnologyABTAbbott Laboratories$617,939$13,157 â–¼-2.1%6,8100.1%HealthcareCHDChurch & Dwight$607,244$484 â–¼-0.1%6,2680.1%Consumer StaplesShowing largest 100 holdings. 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