Filed: 6/24/2026ACC: 0001986152-26-000093
📋 What this filing means
BASECAMP WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 1752 equity positions with a total reported market value of $469.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1752
Positions
$469.47M
Total AUM (reported)
4.32M
Total Shares
Allocation by class
COM$186.41M39.7%
TOTAL STK MKT$89.33M19.0%
ALLWRLD EX US$55.21M11.8%
TT WRLD ST ETF$11.19M2.4%
CL A$10.65M2.3%
FTSE EMR MKT ETF$9.72M2.1%
SPONSORED ADR$9.39M2.0%
Portfolio Concentration
Top 3$167.97M35.8%
4–10$83.96M17.9%
11–25$58.93M12.6%
Rest$158.61M33.8%
Top 3 weight
35.8%
Top 10 weight
53.7%
Voting Authority Distribution
Total shares with voting rights: 4.32M
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
4.32M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1752
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1752
Rows:
VANGUARD INDEX FDS
SOLEShares266.43K
TypeSH
Market value$89.33M
19.03%
Sole
0.00
Shared
0.00
None
266.43K
VANGUARD INTL EQUITY INDEX F
SOLEShares750.56K
TypeSH
Market value$55.21M
11.76%
Sole
0.00
Shared
0.00
None
750.56K
MICROSOFT CORP
SOLEShares48.45K
TypeSH
Market value$23.43M
4.99%
Sole
0.00
Shared
0.00
None
48.45K
APPLE INC
SOLEShares58.25K
TypeSH
Market value$15.84M
3.37%
Sole
0.00
Shared
0.00
None
58.25K
ELI LILLY &CO
SOLEShares14.44K
TypeSH
Market value$15.52M
3.31%
Sole
0.00
Shared
0.00
None
14.44K
NVIDIA CORPORATION
SOLEShares82.95K
TypeSH
Market value$15.47M
3.30%
Sole
0.00
Shared
0.00
None
82.95K
VANGUARD INTL EQUITY INDEX F
SOLEShares79.30K
TypeSH
Market value$11.19M
2.38%
Sole
0.00
Shared
0.00
None
79.30K
VANGUARD INTL EQUITY INDEX F
SOLEShares180.89K
TypeSH
Market value$9.72M
2.07%
Sole
0.00
Shared
0.00
None
180.89K
AMAZON COM INC
SOLEShares36.28K
TypeSH
Market value$8.37M
1.78%
Sole
0.00
Shared
0.00
None
36.28K
ALPHABET INC
SOLEShares25.07K
TypeSH
Market value$7.85M
1.67%
Sole
0.00
Shared
0.00
None
25.07K
SPROTT ASSET MANAGEMENT LP
SOLEShares203.36K
TypeSH
Market value$6.71M
1.43%
Sole
0.00
Shared
0.00
None
203.36K
ALPHABET INC
SOLEShares20.11K
TypeSH
Market value$6.31M
1.34%
Sole
0.00
Shared
0.00
None
20.11K
VANGUARD STAR FDS
SOLEShares69.28K
TypeSH
Market value$5.23M
1.11%
Sole
0.00
Shared
0.00
None
69.28K
ISHARES TR
SOLEShares12.87K
TypeSH
Market value$4.98M
1.06%
Sole
0.00
Shared
0.00
None
12.87K
ISHARES TR
SOLEShares12.44K
TypeSH
Market value$4.64M
0.99%
Sole
0.00
Shared
0.00
None
12.44K
ISHARES TR
SOLEShares45.55K
TypeSH
Market value$4.37M
0.93%
Sole
0.00
Shared
0.00
None
45.55K
META PLATFORMS INC
SOLEShares6.56K
TypeSH
Market value$4.33M
0.92%
Sole
0.00
Shared
0.00
None
6.56K
BROADCOM INC
SOLEShares10.84K
TypeSH
Market value$3.75M
0.80%
Sole
0.00
Shared
0.00
None
10.84K
TESLA INC
SOLEShares7.35K
TypeSH
Market value$3.31M
0.70%
Sole
0.00
Shared
0.00
None
7.35K
JPMORGAN CHASE &CO.
SOLEShares10.18K
TypeSH
Market value$3.28M
0.70%
Sole
0.00
Shared
0.00
None
10.18K
VANGUARD TAX-MANAGED FDS
SOLEShares42.51K
TypeSH
Market value$2.66M
0.57%
Sole
0.00
Shared
0.00
None
42.51K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares8.64K
TypeSH
Market value$2.63M
0.56%
Sole
0.00
Shared
0.00
None
8.64K
VISA INC
SOLEShares7.05K
TypeSH
Market value$2.47M
0.53%
Sole
0.00
Shared
0.00
None
7.05K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.72K
TypeSH
Market value$2.37M
0.51%
Sole
0.00
Shared
0.00
None
4.72K
ISHARES GOLD TR
SOLEShares23.16K
TypeSH
Market value$1.88M
0.40%
Sole
0.00
Shared
0.00
None
23.16K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 266.43K | SH | $89.33M 19.03% | 0.00 | 0.00 | 266.43K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 750.56K | SH | $55.21M 11.76% | 0.00 | 0.00 | 750.56K |
MICROSOFT CORPSOLE | COM | 48.45K | SH | $23.43M 4.99% | 0.00 | 0.00 | 48.45K |
APPLE INCSOLE | COM | 58.25K | SH | $15.84M 3.37% | 0.00 | 0.00 | 58.25K |
ELI LILLY &COSOLE | COM | 14.44K | SH | $15.52M 3.31% | 0.00 | 0.00 | 14.44K |
NVIDIA CORPORATIONSOLE | COM | 82.95K | SH | $15.47M 3.30% | 0.00 | 0.00 | 82.95K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 79.30K | SH | $11.19M 2.38% | 0.00 | 0.00 | 79.30K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 180.89K | SH | $9.72M 2.07% | 0.00 | 0.00 | 180.89K |
AMAZON COM INCSOLE | COM | 36.28K | SH | $8.37M 1.78% | 0.00 | 0.00 | 36.28K |
ALPHABET INCSOLE | CAP STK CL A | 25.07K | SH | $7.85M 1.67% | 0.00 | 0.00 | 25.07K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 203.36K | SH | $6.71M 1.43% | 0.00 | 0.00 | 203.36K |
ALPHABET INCSOLE | CAP STK CL C | 20.11K | SH | $6.31M 1.34% | 0.00 | 0.00 | 20.11K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 69.28K | SH | $5.23M 1.11% | 0.00 | 0.00 | 69.28K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 12.87K | SH | $4.98M 1.06% | 0.00 | 0.00 | 12.87K |
ISHARES TRSOLE | RUS 1000 ETF | 12.44K | SH | $4.64M 0.99% | 0.00 | 0.00 | 12.44K |
ISHARES TRSOLE | MSCI EAFE ETF | 45.55K | SH | $4.37M 0.93% | 0.00 | 0.00 | 45.55K |
META PLATFORMS INCSOLE | CL A | 6.56K | SH | $4.33M 0.92% | 0.00 | 0.00 | 6.56K |
BROADCOM INCSOLE | COM | 10.84K | SH | $3.75M 0.80% | 0.00 | 0.00 | 10.84K |
TESLA INCSOLE | COM | 7.35K | SH | $3.31M 0.70% | 0.00 | 0.00 | 7.35K |
JPMORGAN CHASE &CO.SOLE | COM | 10.18K | SH | $3.28M 0.70% | 0.00 | 0.00 | 10.18K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 42.51K | SH | $2.66M 0.57% | 0.00 | 0.00 | 42.51K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 8.64K | SH | $2.63M 0.56% | 0.00 | 0.00 | 8.64K |
VISA INCSOLE | COM CL A | 7.05K | SH | $2.47M 0.53% | 0.00 | 0.00 | 7.05K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.72K | SH | $2.37M 0.51% | 0.00 | 0.00 | 4.72K |
ISHARES GOLD TRSOLE | ISHARES NEW | 23.16K | SH | $1.88M 0.40% | 0.00 | 0.00 | 23.16K |
Page 1 of 71
…