Basecamp Wealth Advisors LLC

CIK

2115254

Location

BELLEVUE, WA

Portfolio Value

Small $537,777,990

Diversification

Diversified

Filing Date

Global Rank

#3,653 / 8,794 ▼ 202 · as of Jun 2026

Top Industry

Semiconductors 13.5%

Period ended 3 months ago

Filed Aug 14, 2026 · 51d

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

1,770 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.5%

−0.4 pts

Top 5

48.1%

−1.6 pts

Top 10

60.1%

+0.5 pts

HHI

801

Diversified−48

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	45.4%	$243,906,627	33
Technology	19.6%	$105,255,784	245
Financial Services	8.3%	$44,512,040	336
Healthcare	7.0%	$37,862,101	228
Consumer Cyclical	4.7%	$25,131,133	183
Communication Services	4.4%	$23,679,712	77
Industrials	4.0%	$21,666,273	238
Energy	1.9%	$10,070,500	96
Consumer Defensive	1.8%	$9,634,876	82
Basic Materials	1.3%	$6,816,691	98
Utilities	0.9%	$5,052,909	57
Real Estate	0.8%	$4,189,344	97

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PPLT	abrdn Platinum ETF Trust	+48,822	54,247	$766,510
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+19,969	24,955	$144,239
LPL	LG Display Co., Ltd.	+6,715	13,878	$53,985
KLAC	Kla Corp	+5,225	5,799	$1,749,616
FBTC	Fidelity Wise Origin Bitcoin Fund	+4,484	10,565	$539,343
BKNG	Booking Holdings Inc.	+2,896	3,028	$539,710
NIO	NIO Inc.	+2,689	9,882	$50,002
PKX	Posco Holdings Inc.	+2,589	7,183	$369,062
SKM	Sk Telecom Co Ltd	+2,392	2,819	$90,659
DVN	Devon Energy Corp/De	+2,361	5,948	$245,771
LI	Li Auto Inc.	+1,846	8,664	$101,715
SLV	iShares Silver Trust	+1,808	9,151	$489,303
PLUG	Plug Power Inc	+1,493	2,081	$5,639
KEP	Korea Electric Power Corp	+1,445	28,730	$347,633
ASX	ASE Technology Holding Co., Ltd.	+1,276	26,554	$1,198,116
RDY	Dr Reddys Laboratories Ltd	+1,200	24,573	$356,062
PFE	Pfizer Inc	+1,010	14,832	$357,154
SSL	Sasol Ltd	+1,007	13,608	$133,630
WF	Woori Financial Group Inc.	+949	9,151	$525,267
GRSD	GRANDSTAND Ltd	+773	826	$1,569
COMP	Compass, Inc.	+639	1,169	$14,413
INTC	Intel Corp	+629	12,438	$1,736,717
WPM	Wheaton Precious Metals Corp.	+628	4,291	$481,965
HPE	Hewlett Packard Enterprise Co	+520	5,226	$235,744
SVC	Service Properties Trust	+446	709	$1,198
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	−28,993	1,157,865	$100,121,197
WIT	Wipro Ltd	−19,385	28,274	$63,616
FNDA	Schwab Fundamental U.S. Small Company ETF	−15,002	36,258	$1,032,489
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−12,609	121,853	$19,460,603
NLY	Annaly Capital Management Inc	−11,620	19,299	$431,525
BILI	Bilibili Inc.	−6,073	2,935	$49,983
VB	Vanguard Morningstar Small-Cap ETF	−4,392	281,888	$104,685,094
HDB	Hdfc Bank Ltd	−4,252	1,091	$28,180
INFY	Infosys Ltd	−4,159	3,936	$41,288
COLD	Americold Realty Trust	−3,340	956	$15,028
WPP	WPP plc	−3,095	215	$3,330
STNE	StoneCo Ltd.	−3,023	1,156	$12,531
PCG	PG&E Corp	−2,904	2,474	$41,612
ICL	ICL Group Ltd.	−2,772	1,779	$8,859
GIS	General Mills Inc	−2,378	1,446	$50,320
IBIT	iShares Bitcoin Trust ETF	−2,282	6,878	$228,968
SONY	Sony Group Corp	−2,052	26,455	$530,687
JOBY	Joby Aviation, Inc.	−1,944	2,822	$25,172
XPEV	Xpeng Inc.	−1,886	23,362	$309,312
GRAB	Grab Holdings Ltd	−1,637	7,834	$29,534
HMC	Honda Motor Co Ltd	−1,360	392	$10,627
AIG	American International Group, Inc.	−1,323	736	$54,854
TAC	Transalta Corp	−1,301	52	$719
GEN	Gen Digital Inc.	−1,184	239	$5,948
ZLAB	Zai Lab Ltd	−1,181	1,502	$28,538
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
FCNCA	First Citizens Bancshares Inc /De/	3	$6,242
MTSI	MACOM Technology Solutions Holdings, Inc.	16	$6,085
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BITW	Bitwise 10 Crypto Index ETF	11,912	$531,358
HON	Honeywell International Inc	742	$167,714
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	2,278	$139,550
TRI	Thomson Reuters Corp /Can/	1,120	$100,777
TYL	Tyler Technologies Inc	160	$54,780
SOFI	SoFi Technologies, Inc.	3,348	$53,166
MLCO	Melco Resorts & Entertainment LTD	8,177	$46,445
XP	XP Inc.	2,429	$46,248
DNN	Denison Mines Corp.	11,551	$40,775
DD	DuPont de Nemours, Inc.	886	$40,578
CTSH	Cognizant Technology Solutions Corp	528	$32,392
CAG	Conagra Brands Inc.	1,937	$30,449
CCL	Carnival Corp Ltd.	1,045	$27,044
JA	Janus Henderson AA-A CLO ETF	475	$23,208
UI	Ubiquiti Inc.	24	$18,966
—		85	$17,493
CALX	Calix, Inc	334	$16,362
ENSG	Ensign Group, Inc	74	$14,911
MDT	Medtronic plc	142	$12,304
QLYS	Qualys, Inc.	134	$11,771
ALHC	Alignment Healthcare, Inc.	648	$11,417
OTEX	Open Text Corp	509	$11,320
CSGP	Costar Group, Inc.	257	$10,367
HWM	Howmet Aerospace Inc.	42	$9,679
TTEK	Tetra Tech Inc	313	$9,427
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,770 tracked positions · $537,777,990 total · filing declares 1,822 positions · $537,385,353 · as of Jun 30, 2026

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

Showing 1–50 of 1,770 positions by value · page 1 of 36

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Reduced	281,888	-4,392	$104,685,094	+13.5%	19.47%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	1,157,865	-28,993	$100,121,197	+8.9%	18.62%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	121,853	-12,609	$19,460,603	—	3.62%
LLY	ELI LILLY & Co Healthcare	Added	14,478	+4	$17,365,348	+30.4%	3.23%
MSFT	Microsoft Corp Technology	Reduced	45,880	-785	$17,114,157	−0.9%	3.18%
AAPL	Apple Inc. Technology	Added	59,064	+152	$17,090,759	+14.3%	3.18%
NVDA	Nvidia Corp Technology	Added	83,377	+112	$16,682,903	+14.9%	3.10%
GOOGL	Alphabet Inc. Communication Services	Added	45,425	+168	$16,151,527	+24.2%	3.00%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	36,396	-7	$8,674,622	+14.4%	1.61%
PHYS	Sprott Physical Gold Trust Financial Services	Held	201,458	0	$6,077,987	−14.9%	1.13%
VXUS	Vanguard Total International Stock ETF	Held	69,284	0	$5,923,089	+10.9%	1.10%
AVGO	Broadcom Inc. Technology	Added	11,084	+24	$4,186,981	+22.3%	0.78%
MU	Micron Technology Inc Technology	Added	3,581	+52	$4,133,512	+246.7%	0.77%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	8,569	-13	$4,092,297	+41.1%	0.76%
META	Meta Platforms, Inc. Communication Services	Reduced	6,549	-21	$3,688,986	−1.9%	0.69%
AMD	Advanced Micro Devices Inc Technology	Added	5,778	+126	$3,356,497	+191.9%	0.62%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,141	-7	$3,319,453	+11.2%	0.62%
ASML	Asml Holding NV Technology	Held	1,625	0	$3,232,839	+50.6%	0.60%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,591	+119	$3,192,774	+14.9%	0.59%
VEA	Vanguard FTSE Developed Markets ETF	Held	42,509	0	$3,028,766	+11.2%	0.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,772	+45	$2,387,861	+5.4%	0.44%
AMAT	Applied Materials Inc /De Technology	Reduced	3,286	-2	$2,375,778	+111.4%	0.44%
V	Visa Inc. Financial Services	Reduced	6,808	-251	$2,335,756	+9.5%	0.43%
LRCX	Lam Research Corp Technology	Added	4,718	+120	$2,044,450	+108.1%	0.38%
ABBV	AbbVie Inc. Healthcare	Reduced	7,722	-2	$1,943,164	+15.7%	0.36%
CAT	Caterpillar Inc Industrials	Added	1,717	+7	$1,828,433	+50.9%	0.34%
KLAC	Kla Corp Technology	Added	5,799	+5,225	$1,749,616	+107.0%	0.33%
GS	Goldman Sachs Group Inc Financial Services	Added	1,728	+12	$1,747,647	+20.4%	0.32%
INTC	Intel Corp Technology	Added	12,438	+629	$1,736,717	+233.3%	0.32%
NVS	Novartis AG Healthcare	Held	10,959	0	$1,717,494	+2.6%	0.32%
IAU	Ishares Gold Trust	Held	22,091	0	$1,668,091	−14.3%	0.31%
GLW	Corning Inc /Ny Technology	Reduced	6,082	-9	$1,553,525	+87.6%	0.29%
JNJ	Johnson & Johnson Healthcare	Reduced	5,803	-155	$1,473,787	+1.2%	0.27%
WMT	Walmart Inc. Consumer Defensive	Reduced	12,747	-5	$1,443,725	−8.9%	0.27%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,521	-14	$1,422,849	−7.0%	0.26%
CSCO	Cisco Systems, Inc. Technology	Held	12,011	0	$1,410,812	+51.4%	0.26%
BKF	iShares MSCI BIC ETF	Held	20,270	0	$1,386,670	+20.5%	0.26%
PANW	Palo Alto Networks Inc Technology	Reduced	4,048	-2	$1,380,448	+112.6%	0.26%
XOM	ExxonMobil Holdings Corp Energy	Reduced	9,917	-8	$1,355,852	−19.5%	0.25%
RTX	RTX Corp Industrials	Added	7,119	+72	$1,350,687	−0.6%	0.25%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,820	+18	$1,347,237	+7.7%	0.25%
AZN	Astrazeneca PLC Healthcare	Held	6,666	0	$1,264,006	−3.9%	0.24%
ORCL	Oracle Corp Technology	Added	8,216	+133	$1,204,054	+1.3%	0.22%
ASX	ASE Technology Holding Co., Ltd. Technology	Added	26,554	+1,276	$1,198,116	+118.6%	0.22%
MA	Mastercard Inc Financial Services	Reduced	2,318	-421	$1,190,524	−13.0%	0.22%
AXP	American Express Co Financial Services	Added	3,370	+3	$1,139,902	+11.9%	0.21%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	18,754	-75	$1,068,602	+16.4%	0.20%
AMGN	Amgen Inc Healthcare	Reduced	2,922	-2	$1,058,114	+2.8%	0.20%
GE	General Electric Co Industrials	Reduced	2,812	-60	$1,050,928	+29.0%	0.20%
MRK	Merck & Co., Inc. Healthcare	Reduced	8,064	-138	$1,036,224	+5.0%	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.