Basecamp Wealth Advisors LLC

CIK

2115254

Location

BELLEVUE, WA

Portfolio Value

Small $260,672,531

Diversification

Diversified

Filing Date

Global Rank

#3,673 / 8,596 ▲ 55

Top Industry

Semiconductors 10.5%

3Y Alpha vs SPY

-12.2%

Period ended 3 months ago

Filed Jun 24, 2026 · 1d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+3.9%

SPY

+7.9%

Annualised alpha

-12.2%

Max drawdown

−9.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,921 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.6%

−2.2 pts

Top 5

25.9%

−3.7 pts

Top 10

35.3%

−4.1 pts

HHI

181

Diversified−50

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.5%	$82,172,959	283
Financial Services	16.2%	$42,283,787	355
Healthcare	12.8%	$33,291,885	271
Consumer Cyclical	9.2%	$24,004,713	205
Industrials	7.3%	$19,029,200	257
Communication Services	6.0%	$15,523,813	81
Energy	4.5%	$11,635,642	105
Consumer Defensive	3.8%	$9,899,342	88
Basic Materials	2.7%	$6,936,613	103
Unclassified	2.5%	$6,561,673	11
Utilities	2.0%	$5,112,039	59
Real Estate	1.6%	$4,220,865	103

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NLY	Annaly Capital Management Inc	+30,482	30,919	$653,936
SSL	Sasol Ltd	+9,796	12,601	$163,308
COLD	Americold Realty Trust	+3,776	4,296	$49,232
PKX	Posco Holdings Inc.	+3,754	4,594	$268,703
WPP	WPP plc	+3,019	3,310	$51,470
PCG	PG&E Corp	+2,904	5,378	$94,491
IBIT	iShares Bitcoin Trust ETF	+2,239	9,160	$351,927
HBAN	Huntington Bancshares Inc /Md/	+1,953	5,333	$83,461
RYN	Rayonier Inc	+1,344	2,571	$53,014
DKNG	DraftKings Inc.	+1,206	1,240	$26,808
BSX	Boston Scientific Corp	+1,170	3,740	$234,685
NIO	NIO Inc.	+1,168	7,193	$43,373
VLY	Valley National Bancorp	+1,088	1,459	$17,916
S	SentinelOne, Inc.	+1,079	1,129	$14,541
BRBR	Bellring Brands, Inc.	+961	1,407	$22,638
KR	Kroger Co	+895	2,680	$193,924
VFC	V F Corp	+836	1,062	$18,043
CNC	Centene Corp	+792	1,530	$50,092
BMY	Bristol Myers Squibb Co	+786	6,462	$391,920
MTCH	Match Group, Inc.	+751	781	$23,984
FHN	First Horizon Corp	+746	2,073	$47,181
HR	Healthcare Realty Trust Inc	+739	1,174	$19,946
FMC	Fmc Corp	+725	760	$13,087
BEKE	KE Holdings Inc.	+704	8,399	$125,733
JEF	Jefferies Financial Group Inc.	+692	796	$32,850
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	−9,119	47,659	$101,037
FBTC	Fidelity Wise Origin Bitcoin Fund	−5,722	6,081	$358,961
DBC	Invesco DB Commodity Index Tracking Fund	−2,923	31,873	$922,723
CNH	CNH Industrial N.V.	−2,204	3,449	$37,939
PHYS	Sprott Physical Gold Trust	−1,899	201,458	$7,139,671
MSFT	Microsoft Corp	−1,783	46,665	$17,273,983
RDY	Dr Reddys Laboratories Ltd	−1,691	23,373	$323,716
HDB	Hdfc Bank Ltd	−1,484	5,343	$132,933
MPT	Medical Properties Trust Inc	−1,204	278	$1,287
GRAB	Grab Holdings Ltd	−1,191	9,471	$34,663
CAG	Conagra Brands Inc.	−1,178	1,937	$30,449
COTY	Coty Inc.	−1,120	100	$201
IAU	Ishares Gold Trust	−1,071	22,091	$1,947,542
CMCSA	Comcast Corp	−1,069	7,592	$217,966
PINS	Pinterest, Inc.	−753	307	$5,630
ELPC	Energy Co Of Parana	−659	2,278	$27,199
CNQ	Canadian Natural Resources Ltd	−578	5,186	$252,713
PSKY	Paramount Skydance Corp	−569	56	$505
ZLAB	Zai Lab Ltd	−544	2,683	$50,467
GTM	ZoomInfo Technologies Inc.	−526	463	$2,768
BABA	Alibaba Group Holding Ltd	−491	1,905	$239,001
PYPL	PayPal Holdings, Inc.	−489	1,726	$78,066
IBN	Icici Bank Ltd	−485	13,682	$354,363
NE	Noble Corp plc	−485	1,213	$59,521
JD	JD.com, Inc.	−447	1,068	$31,580
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	6,666	$1,314,668
BCX	BlackRock Resources & Commodities Strategy Trust	86,764	$1,045,506
PPLT	abrdn Platinum ETF Trust	5,425	$966,897
GLD	Spdr Gold Trust	2,008	$864,022
BITW	Bitwise 10 Crypto Index ETF	11,912	$531,358
SLV	iShares Silver Trust	7,343	$500,352
SUNB	Sunbelt Rentals Holdings, Inc.	2,840	$184,855
QGEN	Qiagen N.V.	2,534	$101,461
DNN	Denison Mines Corp.	11,551	$40,775
PNFP	Pinnacle Financial Partners, Inc.	399	$34,369
ESTC	Elastic N.V.	562	$28,094
VIK	Viking Holdings Ltd	339	$24,909
FTI	TechnipFMC plc	309	$21,361
UUUU	Energy Fuels Inc	1,077	$19,655
AXTA	Axalta Coating Systems Ltd.	696	$19,279
VSNT	Versant Media Group, Inc.	497	$18,398
MLI	Mueller Industries Inc	165	$18,282
FLY	Firefly Aerospace Inc.	603	$17,167
XENE	Xenon Pharmaceuticals Inc.	280	$16,282
OMF	OneMain Holdings, Inc.	246	$13,158
LVS	Las Vegas Sands Corp	220	$11,853
ALHC	Alignment Healthcare, Inc.	648	$11,417
YOU	Clear Secure, Inc.	216	$10,456
LASR	Nlight, Inc.	181	$10,320
CDE	Coeur Mining, Inc.	466	$8,746
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FE	Firstenergy Corp	881	$39,442
FCNCA	First Citizens Bancshares Inc /De/	11	$23,607
RDDT	Reddit, Inc.	83	$19,079
CRL	Charles River Laboratories International, Inc.	94	$18,751
EXAS	EXACT SCIENCES CORP	183	$18,585
L	Loews Corp	150	$15,796
H	Hyatt Hotels Corp	96	$15,390
TLN	Talen Energy Corp	40	$14,993
U	Unity Software Inc.	320	$14,134
CELH	Celsius Holdings, Inc.	272	$12,441
APO	Apollo Global Management, Inc.	81	$11,725
OHI	Omega Healthcare Investors Inc	247	$10,951
TRMB	Trimble Inc.	137	$10,733
ALGN	Align Technology Inc	64	$9,993
AAL	American Airlines Group Inc.	642	$9,841
USFD	US Foods Holding Corp.	126	$9,490
RHP	Ryman Hospitality Properties, Inc.	96	$9,083
KDP	Keurig Dr Pepper Inc.	321	$8,991
ELAN	Elanco Animal Health Inc	393	$8,893
UPST	Upstart Holdings, Inc.	201	$8,789
GPI	Group 1 Automotive Inc	22	$8,652
PATH	UiPath, Inc.	516	$8,457
ADC	Agree Realty Corp	112	$8,067
CRBG	Corebridge Financial, Inc.	258	$7,783
SMCI	Super Micro Computer, Inc.	257	$7,522
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,921 positions · $260,672,531 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,921 positions by value · page 1 of 39

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	46,665	-1,783	$17,273,983	−26.3%	6.63%
AAPL	Apple Inc. Technology	Added	58,912	+664	$14,951,276	−5.6%	5.74%
NVDA	Nvidia Corp Technology	Added	83,265	+311	$14,521,416	−6.1%	5.57%
LLY	ELI LILLY & Co Healthcare	Added	14,474	+31	$13,312,750	−14.2%	5.11%
AMZN	Amazon Com Inc Consumer Cyclical	Added	36,403	+125	$7,581,652	−9.5%	2.91%
GOOGL	Alphabet Inc. Communication Services	Reduced	25,019	-53	$7,194,463	−8.3%	2.76%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	201,458	-1,899	$7,139,671	+6.3%	2.74%
META	Meta Platforms, Inc. Communication Services	Added	6,570	+11	$3,758,894	−13.2%	1.44%
AVGO	Broadcom Inc. Technology	Added	11,060	+218	$3,423,180	−8.8%	1.31%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,148	-36	$2,985,135	−9.0%	1.15%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	8,582	-59	$2,900,286	+10.4%	1.11%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,472	+118	$2,777,716	−16.0%	1.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,727	+2	$2,265,178	−4.6%	0.87%
ASML	Asml Holding NV Technology	Reduced	1,625	-25	$2,146,348	+21.6%	0.82%
V	Visa Inc. Financial Services	Added	7,059	+4	$2,133,512	−13.8%	0.82%
IAU	Ishares Gold Trust	Reduced	22,091	-1,071	$1,947,542	+3.6%	0.75%
XOM	Exxon Mobil Corp Energy	Reduced	9,925	-16	$1,683,875	+40.8%	0.65%
ABBV	AbbVie Inc. Healthcare	Reduced	7,724	-16	$1,679,892	−5.0%	0.64%
NVS	Novartis AG Healthcare	Held	10,959	0	$1,673,987	+10.8%	0.64%
WMT	Walmart Inc. Consumer Defensive	Reduced	12,752	-1	$1,584,818	+11.5%	0.61%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,535	+14	$1,529,520	+16.6%	0.59%
JNJ	Johnson & Johnson Healthcare	Added	5,958	+149	$1,456,373	+21.1%	0.56%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,716	-25	$1,451,718	−5.1%	0.56%
MA	Mastercard Inc Financial Services	Added	2,739	+6	$1,368,568	−12.3%	0.53%
RTX	RTX Corp Industrials	Held	7,047	0	$1,359,366	+5.2%	0.52%
NFLX	Netflix Inc Communication Services	Added	13,866	+42	$1,333,215	+2.9%	0.51%
AZN	Astrazeneca PLC Healthcare	NEW	6,666	NEW	$1,314,668	NEW	0.50%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,802	-11	$1,250,439	−4.7%	0.48%
CAT	Caterpillar Inc Industrials	Held	1,710	0	$1,211,466	+23.7%	0.46%
PLTR	Palantir Technologies Inc. Technology	Added	8,192	+205	$1,198,325	−15.6%	0.46%
MU	Micron Technology Inc Technology	Added	3,529	+152	$1,192,237	+23.7%	0.46%
ORCL	Oracle Corp Technology	Reduced	8,083	-67	$1,189,090	−25.1%	0.46%
AMD	Advanced Micro Devices Inc Technology	Added	5,652	+5	$1,149,786	−4.9%	0.44%
AMAT	Applied Materials Inc /De Technology	Added	3,288	+22	$1,123,805	+33.9%	0.43%
CVX	Chevron Corp Energy	Added	5,241	+8	$1,084,362	+36.0%	0.42%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	6,651	-4	$1,062,164	+3.9%	0.41%
BCX	BlackRock Resources & Commodities Strategy Trust Financial Services	NEW	86,764	NEW	$1,045,506	NEW	0.40%
AMGN	Amgen Inc Healthcare	Held	2,924	0	$1,028,809	+7.5%	0.39%
AXP	American Express Co Financial Services	Reduced	3,367	-7	$1,018,450	−18.4%	0.39%
SHEL	Shell plc Energy	Reduced	10,887	-55	$1,012,491	+25.9%	0.39%
MRK	Merck & Co., Inc. Healthcare	Added	8,202	+136	$986,618	+16.2%	0.38%
LRCX	Lam Research Corp Technology	Reduced	4,598	-18	$982,408	+24.3%	0.38%
PPLT	abrdn Platinum ETF Trust	NEW	5,425	NEW	$966,897	NEW	0.37%
CSCO	Cisco Systems, Inc. Technology	Added	12,011	+22	$931,933	+0.9%	0.36%
DBC	Invesco DB Commodity Index Tracking Fund	Reduced	31,873	-2,923	$922,723	+18.6%	0.35%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	18,829	-55	$917,913	−11.6%	0.35%
KO	Coca Cola Co Consumer Defensive	Reduced	11,676	-348	$887,959	+5.6%	0.34%
GLD	Spdr Gold Trust	NEW	2,008	NEW	$864,022	NEW	0.33%
TM	Toyota Motor Corp/ Consumer Cyclical	Reduced	4,161	-8	$857,540	−3.9%	0.33%
KLAC	Kla Corp Technology	Reduced	574	-13	$845,163	+18.5%	0.32%