Basecamp Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Basecamp Wealth Advisors LLC

Investment Activity

  • Basecamp Wealth Advisors LLC has $483.33 million in total holdings as of December 31, 2025.
  • Basecamp Wealth Advisors LLC owns shares of 2,015 different stocks, but just 103 companies or ETFs make up 80% of its holdings.
  • Approximately 7.24% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Basecamp Wealth Advisors LLC has purchased 1,752 new stocks and bought additional shares in 511 stocks.
  • Basecamp Wealth Advisors LLC sold shares of 480 stocks and completely divested from 190 stocks this quarter.

Largest Holdings

Microsoft
$17,273,983
Apple
$14,951,178

Largest New Holdings this Quarter

464287176 - iShares TIPS Bond ETF
$1,373,761 Holding
G0593M107 - AstraZeneca
$1,314,669 Holding
003260106 - abrdn Physical Platinum Shares ETF
$966,850 Holding
78463V107 - SPDR Gold Shares
$864,199 Holding

Largest Purchases this Quarter

Vanguard FTSE All-World ex-US ETF
100,439 shares (about $7.54M)
Vanguard Total World Stock ETF
38,403 shares (about $5.31M)
Vanguard Total Stock Market ETF
8,940 shares (about $2.87M)
Vanguard S&P 500 ETF
3,820 shares (about $2.28M)
Vanguard FTSE Emerging Markets ETF
32,332 shares (about $1.75M)

Largest Sales this Quarter

Microsoft
1,783 shares (about $660.01K)
FIDELITY WISE ORIGIN BITCOIN FUND
5,722 shares (about $337.78K)
iShares Gold Trust
1,071 shares (about $94.42K)
Invesco DB Commodity Index Tracking Fund
2,923 shares (about $84.62K)
iShares Core Dividend Growth ETF
1,013 shares (about $71.09K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBasecamp Wealth Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$88,340,982$2,868,037 â–²3.4%275,36918.3%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$63,909,874$7,542,969 â–²13.4%850,99713.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$17,273,983$660,013 â–¼-3.7%46,6653.6%Computer and Technology
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$16,280,149$5,311,911 â–²48.4%117,6993.4%ETF
Apple Inc. stock logo
AAPL
Apple
$14,951,178$168,515 â–²1.1%58,9123.1%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$14,521,393$54,238 â–²0.4%83,2653.0%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$13,312,549$28,512 â–²0.2%14,4742.8%Medical
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$11,524,595$1,747,545 â–²17.9%213,2212.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,581,638$26,034 â–²0.3%36,4031.6%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,194,395$15,241 â–¼-0.2%25,0191.5%Computer and Technology
SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239
$7,139,657$67,300 â–¼-0.9%201,4581.5%PHYSICAL GOLD TR
Alphabet Inc. stock logo
GOOG
Alphabet
$5,805,349$35,283 â–²0.6%20,2381.2%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$5,342,4890.0%69,2841.1%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$4,779,548$9,638 â–²0.2%12,8941.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$4,433,8240.0%12,4350.9%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$4,424,1740.0%45,5490.9%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,759,049$6,294 â–²0.2%6,5700.8%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$3,423,185$67,473 â–²2.0%11,0600.7%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,985,086$10,590 â–¼-0.4%10,1480.6%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,900,213$19,939 â–¼-0.7%8,5820.6%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$2,777,880$43,869 â–²1.6%7,4720.6%Auto/Tires/Trucks
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,723,9770.0%42,5090.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,552,399$2,282,876 â–²847.0%4,2710.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,265,178$958 â–²0.0%4,7270.5%Finance
ASML Holding N.V. stock logo
ASML
ASML
$2,146,349$33,021 â–¼-1.5%1,6250.4%Computer and Technology
Visa Inc. stock logo
V
Visa
$2,133,579$1,209 â–²0.1%7,0590.4%Business Services
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,947,543$94,419 â–¼-4.6%22,0910.4%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,683,809$2,714 â–¼-0.2%9,9250.3%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$1,679,893$3,480 â–¼-0.2%7,7240.3%Medical
Novartis AG stock logo
NVS
Novartis
$1,673,9870.0%10,9590.3%Medical
WALMART INC COM
$1,584,819$124 â–¼0.0%12,7520.3%COM
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,529,520$13,950 â–²0.9%1,5350.3%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,456,378$36,422 â–²2.6%5,9580.3%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,451,719$21,150 â–¼-1.4%1,7160.3%Finance
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$1,373,761$1,373,761 â–²New Holding12,4480.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$1,368,569$2,998 â–²0.2%2,7390.3%Business Services
RTX Corporation stock logo
RTX
RTX
$1,359,3660.0%7,0470.3%Aerospace
Netflix, Inc. stock logo
NFLX
Netflix
$1,333,216$4,038 â–²0.3%13,8660.3%Consumer Discretionary
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$1,314,669$1,314,669 â–²New Holding6,6660.3%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$1,250,440$3,618 â–¼-0.3%3,8020.3%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,211,4670.0%1,7100.3%Industrials
PALANTIR TECHNOLOGIES INC CL A
$1,198,326$29,987 â–²2.6%8,1920.2%CL A
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,192,390$51,358 â–²4.5%3,5290.2%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$1,189,090$9,856 â–¼-0.8%8,0830.2%Computer and Technology
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,151,1330.0%20,2700.2%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,149,786$1,017 â–²0.1%5,6520.2%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,123,707$7,519 â–²0.7%3,2880.2%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$1,084,363$1,655 â–²0.2%5,2410.2%Energy
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,062,130$639 â–¼-0.1%6,6510.2%Retail/Wholesale
Blackrock Resources & Commodities Strategy Trust stock logo
BCX
Blackrock Resources & Commodities Strategy Trust
$1,045,506$1,045,506 â–²New Holding86,7640.2%Financial Services
Amgen Inc. stock logo
AMGN
Amgen
$1,028,8090.0%2,9240.2%Medical
American Express Company stock logo
AXP
American Express
$1,018,450$2,117 â–¼-0.2%3,3670.2%Finance
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$1,012,490$5,115 â–¼-0.5%10,8870.2%Energy
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,007,754$62,985 â–²6.7%5,1360.2%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$986,675$16,360 â–²1.7%8,2020.2%Medical
LAM RESEARCH CORP COM NEW
$982,409$3,846 â–¼-0.4%4,5980.2%COM NEW
abrdn Physical Platinum Shares ETF stock logo
PPLT
abrdn Physical Platinum Shares ETF
$966,850$966,850 â–²New Holding5,4250.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$931,910$1,707 â–²0.2%12,0110.2%Computer and Technology
Invesco DB Commodity Index Tracking Fund stock logo
DBC
Invesco DB Commodity Index Tracking Fund
$922,723$84,621 â–¼-8.4%31,8730.2%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$917,933$2,681 â–¼-0.3%18,8290.2%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$887,960$26,465 â–¼-2.9%11,6760.2%Consumer Staples
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$864,199$864,199 â–²New Holding2,0080.2%Finance
Toyota Motor Corporation stock logo
TM
Toyota Motor
$857,540$1,649 â–¼-0.2%4,1610.2%Auto/Tires/Trucks
KLA Corporation stock logo
KLAC
KLA
$845,001$19,138 â–¼-2.2%5740.2%Computer and Technology
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$829,4600.0%12,3800.2%Manufacturing
Corning Incorporated stock logo
GLW
Corning
$828,193$14,413 â–²1.8%6,0910.2%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$815,489$521 â–²0.1%3,1330.2%Industrials
GE Aerospace stock logo
GE
GE Aerospace
$814,987$38,593 â–²5.0%2,8720.2%Aerospace
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$808,7510.0%11,5950.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$791,242$12,133 â–¼-1.5%5,4780.2%Consumer Staples
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$784,794$4,675 â–²0.6%10,9110.2%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$760,7410.0%30,7370.2%ETF
SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7
$752,371$2,135 â–¼-0.3%6,3430.2%CL A SUB VTG SHS
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$749,068$3,537 â–²0.5%3,6000.2%Finance
Kinross Gold Corporation stock logo
KGC
Kinross Gold
$741,8800.0%24,3080.2%Basic Materials
SAP SE stock logo
SAP
SAP
$738,429$171 â–²0.0%4,3130.2%Computer and Technology
PACCAR Inc. stock logo
PCAR
PACCAR
$718,7570.0%6,2230.1%Auto/Tires/Trucks
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$714,070$103 â–¼0.0%6,9550.1%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$711,925$1,672 â–²0.2%7,6650.1%Utilities
McKesson Corporation stock logo
MCK
McKesson
$705,0780.0%8150.1%Medical
Deere & Company stock logo
DE
Deere & Company
$687,789$10,703 â–¼-1.5%1,2210.1%Industrials
Starbucks Corporation stock logo
SBUX
Starbucks
$679,003$36,284 â–¼-5.1%7,5790.1%Retail/Wholesale
ConocoPhillips stock logo
COP
ConocoPhillips
$669,158$3,300 â–¼-0.5%5,0690.1%Energy
SPDR S&P Global Natural Resources ETF stock logo
GNR
SPDR S&P Global Natural Resources ETF
$665,982$665,982 â–²New Holding8,9190.1%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$663,1820.0%3,4160.1%Computer and Technology
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$658,964$149,893 â–²29.4%4,6600.1%Manufacturing
PepsiCo, Inc. stock logo
PEP
PepsiCo
$657,032$3,261 â–¼-0.5%4,2310.1%Consumer Staples
Annaly Capital Management Inc stock logo
NLY
Annaly Capital Management
$653,928$644,686 â–²6,975.3%30,9190.1%Finance
LINDE PLC COM EUR0.001
$652,420$23,796 â–¼-3.5%1,3160.1%SHS
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$649,246$103,879 â–²19.0%4,0500.1%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$646,4310.0%3,9280.1%Finance
GE VERNOVA INC COM
$641,381$31,415 â–²5.2%7350.1%COM
UBS Group AG stock logo
UBS
UBS Group
$638,873$39 â–¼0.0%16,3520.1%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$633,481$44,399 â–¼-6.5%2,6110.1%Transportation
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$612,075$27,330 â–²4.7%2,2620.1%Medical
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$594,6110.0%6,3270.1%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$593,6090.0%1,9100.1%Retail/Wholesale
Ferrari N.V. stock logo
RACE
Ferrari
$590,9340.0%1,7460.1%Auto/Tires/Trucks
Sony Corporation stock logo
SONY
Sony
$590,095$1,139 â–¼-0.2%28,5070.1%Consumer Discretionary
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$585,396$6,066 â–¼-1.0%6,2730.1%Consumer Staples

Showing largest 100 holdings. View all holdings.
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