Filed: 6/24/2026ACC: 0001986152-26-000092
📋 What this filing means
BASECAMP WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 2015 equity positions with a total reported market value of $483.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2015
Positions
$483.33M
Total AUM (reported)
4.72M
Total Shares
Allocation by class
COM$177.18M36.7%
TOTAL STK MKT$88.34M18.3%
ALLWRLD EX US$63.91M13.2%
TT WRLD ST ETF$16.28M3.4%
FTSE EMR MKT ETF$11.52M2.4%
CL A$9.33M1.9%
SPONSORED ADR$8.85M1.8%
Portfolio Concentration
Top 3$169.52M35.1%
4–10$85.37M17.7%
11–25$57.46M11.9%
Rest$170.98M35.4%
Top 3 weight
35.1%
Top 10 weight
52.7%
Voting Authority Distribution
Total shares with voting rights: 4.72M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.72M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole2015
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings2015
Rows:
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
SOLEShares275.37K
TypeSH
Market value$88.34M
18.28%
Sole
0.00
Shared
0.00
None
275.37K
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
SOLEShares851K
TypeSH
Market value$63.91M
13.22%
Sole
0.00
Shared
0.00
None
851K
MICROSOFT CORP
SOLEShares46.66K
TypeSH
Market value$17.27M
3.57%
Sole
0.00
Shared
0.00
None
46.66K
VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF
SOLEShares117.70K
TypeSH
Market value$16.28M
3.37%
Sole
0.00
Shared
0.00
None
117.70K
APPLE INC
SOLEShares58.91K
TypeSH
Market value$14.95M
3.09%
Sole
0.00
Shared
0.00
None
58.91K
NVIDIA CORPORATION COM
SOLEShares83.27K
TypeSH
Market value$14.52M
3.00%
Sole
0.00
Shared
0.00
None
83.27K
ELI LILLY &CO COM
SOLEShares14.47K
TypeSH
Market value$13.31M
2.75%
Sole
0.00
Shared
0.00
None
14.47K
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
SOLEShares213.22K
TypeSH
Market value$11.52M
2.38%
Sole
0.00
Shared
0.00
None
213.22K
AMAZON.COM INC
SOLEShares36.40K
TypeSH
Market value$7.58M
1.57%
Sole
0.00
Shared
0.00
None
36.40K
ALPHABET INC CAP STK CL A
SOLEShares25.02K
TypeSH
Market value$7.19M
1.49%
Sole
0.00
Shared
0.00
None
25.02K
SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239
SOLEShares201.46K
TypeSH
Market value$7.14M
1.48%
Sole
0.00
Shared
0.00
None
201.46K
ALPHABET INC CAP STK CL C
SOLEShares20.24K
TypeSH
Market value$5.81M
1.20%
Sole
0.00
Shared
0.00
None
20.24K
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
SOLEShares69.28K
TypeSH
Market value$5.34M
1.11%
Sole
0.00
Shared
0.00
None
69.28K
ISHARES RUSSELL 3000 ETF
SOLEShares12.89K
TypeSH
Market value$4.78M
0.99%
Sole
0.00
Shared
0.00
None
12.89K
ISHARES RUSSELL 1000 INDEX FUND
SOLEShares12.44K
TypeSH
Market value$4.43M
0.92%
Sole
0.00
Shared
0.00
None
12.44K
ISHARES MSCI EAFE ETF
SOLEShares45.55K
TypeSH
Market value$4.42M
0.92%
Sole
0.00
Shared
0.00
None
45.55K
META PLATFORMS INC CLASS A COMMON STOCK
SOLEShares6.57K
TypeSH
Market value$3.76M
0.78%
Sole
0.00
Shared
0.00
None
6.57K
BROADCOM INC COM
SOLEShares11.06K
TypeSH
Market value$3.42M
0.71%
Sole
0.00
Shared
0.00
None
11.06K
JPMORGAN CHASE &CO. COM
SOLEShares10.15K
TypeSH
Market value$2.99M
0.62%
Sole
0.00
Shared
0.00
None
10.15K
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
SOLEShares8.58K
TypeSH
Market value$2.90M
0.60%
Sole
0.00
Shared
0.00
None
8.58K
TESLA INC COM
SOLEShares7.47K
TypeSH
Market value$2.78M
0.57%
Sole
0.00
Shared
0.00
None
7.47K
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
SOLEShares42.51K
TypeSH
Market value$2.72M
0.56%
Sole
0.00
Shared
0.00
None
42.51K
VANGUARD INDEX FUNDS S&P 500 ETF USD
SOLEShares4.27K
TypeSH
Market value$2.55M
0.53%
Sole
0.00
Shared
0.00
None
4.27K
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
SOLEShares4.73K
TypeSH
Market value$2.27M
0.47%
Sole
0.00
Shared
0.00
None
4.73K
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
SOLEShares1.63K
TypeSH
Market value$2.15M
0.44%
Sole
0.00
Shared
0.00
None
1.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFSOLE | TOTAL STK MKT | 275.37K | SH | $88.34M 18.28% | 0.00 | 0.00 | 275.37K |
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX USSOLE | ALLWRLD EX US | 851K | SH | $63.91M 13.22% | 0.00 | 0.00 | 851K |
MICROSOFT CORPSOLE | COM | 46.66K | SH | $17.27M 3.57% | 0.00 | 0.00 | 46.66K |
VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETFSOLE | TT WRLD ST ETF | 117.70K | SH | $16.28M 3.37% | 0.00 | 0.00 | 117.70K |
APPLE INCSOLE | COM | 58.91K | SH | $14.95M 3.09% | 0.00 | 0.00 | 58.91K |
NVIDIA CORPORATION COMSOLE | COM | 83.27K | SH | $14.52M 3.00% | 0.00 | 0.00 | 83.27K |
ELI LILLY &CO COMSOLE | COM | 14.47K | SH | $13.31M 2.75% | 0.00 | 0.00 | 14.47K |
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETFSOLE | FTSE EMR MKT ETF | 213.22K | SH | $11.52M 2.38% | 0.00 | 0.00 | 213.22K |
AMAZON.COM INCSOLE | COM | 36.40K | SH | $7.58M 1.57% | 0.00 | 0.00 | 36.40K |
ALPHABET INC CAP STK CL ASOLE | CAP STK CL A | 25.02K | SH | $7.19M 1.49% | 0.00 | 0.00 | 25.02K |
SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239SOLE | PHYSICAL GOLD TR | 201.46K | SH | $7.14M 1.48% | 0.00 | 0.00 | 201.46K |
ALPHABET INC CAP STK CL CSOLE | CAP STK CL C | 20.24K | SH | $5.81M 1.20% | 0.00 | 0.00 | 20.24K |
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDSOLE | VG TL INTL STK F | 69.28K | SH | $5.34M 1.11% | 0.00 | 0.00 | 69.28K |
ISHARES RUSSELL 3000 ETFSOLE | RUSSELL 3000 ETF | 12.89K | SH | $4.78M 0.99% | 0.00 | 0.00 | 12.89K |
ISHARES RUSSELL 1000 INDEX FUNDSOLE | RUS 1000 ETF | 12.44K | SH | $4.43M 0.92% | 0.00 | 0.00 | 12.44K |
ISHARES MSCI EAFE ETFSOLE | MSCI EAFE ETF | 45.55K | SH | $4.42M 0.92% | 0.00 | 0.00 | 45.55K |
META PLATFORMS INC CLASS A COMMON STOCKSOLE | CL A | 6.57K | SH | $3.76M 0.78% | 0.00 | 0.00 | 6.57K |
BROADCOM INC COMSOLE | COM | 11.06K | SH | $3.42M 0.71% | 0.00 | 0.00 | 11.06K |
JPMORGAN CHASE &CO. COMSOLE | COM | 10.15K | SH | $2.99M 0.62% | 0.00 | 0.00 | 10.15K |
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10SOLE | SPONSORED ADS | 8.58K | SH | $2.90M 0.60% | 0.00 | 0.00 | 8.58K |
TESLA INC COMSOLE | COM | 7.47K | SH | $2.78M 0.57% | 0.00 | 0.00 | 7.47K |
VANGUARD DEVELOPED MARKETS INDEX FUND ETFSOLE | VAN FTSE DEV MKT | 42.51K | SH | $2.72M 0.56% | 0.00 | 0.00 | 42.51K |
VANGUARD INDEX FUNDS S&P 500 ETF USDSOLE | S&P 500 ETF SHS | 4.27K | SH | $2.55M 0.53% | 0.00 | 0.00 | 4.27K |
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BSOLE | CL B NEW | 4.73K | SH | $2.27M 0.47% | 0.00 | 0.00 | 4.73K |
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012SOLE | N Y REGISTRY SHS | 1.63K | SH | $2.15M 0.44% | 0.00 | 0.00 | 1.63K |
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