Basecamp Wealth Advisors LLC
Top Portfolio Positions
1,921 positions ·
$260,672,531 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
46,665 | $17,273,983 | 6.63% | |
| AAPL |
Apple Inc.
Technology
|
58,912 | $14,951,276 | 5.74% | |
| NVDA |
Nvidia Corp
Technology
|
83,265 | $14,521,416 | 5.57% | |
| LLY |
ELI LILLY & Co
Healthcare
|
14,474 | $13,312,750 | 5.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,403 | $7,581,652 | 2.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,019 | $7,194,463 | 2.76% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
201,458 | $7,139,671 | 2.74% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,570 | $3,758,894 | 1.44% | |
| AVGO |
Broadcom Inc.
Technology
|
11,060 | $3,423,180 | 1.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,148 | $2,985,135 | 1.15% |
Portfolio Trend
2 quarters · across all stocks
Holdings in VIVO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $968 | 421 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $953 | 421 | Shares | Sole | 2026-06-24 | |
| No 13F history on record for this holder in this stock. | ||||||