Basecamp Wealth Advisors
BELLEVUE, WAfiles as Basecamp Wealth Advisors LLC
$537m in 1,822 US stocks at the end of 30 June 2026. The top 10 are 53.2% of the money. It changed about 6.0% of the portfolio this quarter.
Value
$537m
Stocks
1,822
Top 10 share
53.2%
Turnover
6.0%
What changed this quarter
New
Bought for the first time this quarter.
- First Citizens BancsharesFCNCA<0.1% of the fund
- MACOM Technology Solutions HoldingsMTSI<0.1% of the fund
Added
Bought more of a stock they already held.
- Advanced Micro DevicesAMD0.6% of the fund+2%
- Lam ResearchLRCX0.4% of the fund+3%
- IntelINTC0.3% of the fund+5%
- ASE Technology HldgASX0.2% of the fund+5%
- UnitedHealth GroupUNH0.2% of the fund+2%
- ChevronCVX0.2% of the fund+2%
- Spdr Gold TRGLD0.2% of the fund+15%
- StarbucksSBUX0.1% of the fund+3%
- SandiskSNDK0.1% of the fund+5%
- Union PacificUNP0.1% of the fund+4%
- KB Financial GroupKB0.1% of the fund+3%
- Fidelity Wise Origin BitcoinFBTC0.1% of the fund+74%
- Wells Fargo & CompanyWFC<0.1% of the fund+5%
- Marathon PetroleumMPC<0.1% of the fund+3%
- Woori Finl GroupWF<0.1% of the fund+12%
- Ishares Silver TRSLV<0.1% of the fund+25%
- Wheaton Precious MetalsWPM<0.1% of the fund+17%
- T-Mobile USTMUS<0.1% of the fund+8%
- Vertex PharmaceuticalsVRTX<0.1% of the fund+5%
- Posco HoldingsPKX<0.1% of the fund+56%
- PfizerPFE<0.1% of the fund+7%
- DR Reddys LaboratoriesRDY<0.1% of the fund+5%
- Korea Electric PowerKEP<0.1% of the fund+5%
- Microchip TechnologyMCHP<0.1% of the fund+7%
- CloudflareNET<0.1% of the fund+3%
Cut
Sold some of their stake.
- Vanguard Intl Equity Index FVEU12.9% of the fund-3%
- Vanguard Intl Equity Index FVT3.4% of the fund-2%
- VisaV0.4% of the fund-4%
- Johnson & JohnsonJNJ0.3% of the fund-3%
- MastercardMA0.2% of the fund-15%
- General ElectricGE0.2% of the fund-2%
- Palantir TechnologiesPLTR0.2% of the fund-2%
- Abbott LaboratoriesABT0.1% of the fund-2%
- MckessonMCK0.1% of the fund-2%
- AllstateALL0.1% of the fund-4%
- Philip Morris InternationalPM0.1% of the fund-4%
- Booking HoldingsBKNG0.1% of the fund-8%
- Sony GroupSONY<0.1% of the fund-7%
- Novo Nordisk A SNVO<0.1% of the fund-5%
- Annaly Capital ManagementNLY<0.1% of the fund-38%
- AmphenolAPH<0.1% of the fund-7%
- Motorola SolutionsMSI<0.1% of the fund-4%
- S&P GlobalSPGI<0.1% of the fund-16%
- DanaherDHR<0.1% of the fund-12%
- TE ConnectivityTEL<0.1% of the fund-3%
- Icici BankIBN<0.1% of the fund-7%
- HCA HealthcareHCA<0.1% of the fund-5%
- Bristol-Myers SquibbBMY<0.1% of the fund-8%
- International Business MachinesIBM<0.1% of the fund-26%
- XpengXPEV<0.1% of the fund-7%
Sold out
Sold their entire stake.
- Ishares TRTIP-100%
- Bitwise 10 Crypto Index ETFBITW-100%
- Honeywell InternationalHON-100%
- Select Sector Spdr TRXLE-100%
- Coterra EnergyCTRA-100%
- Thomson Reuters-100%
- Tyler TechnologiesTYL-100%
- SoFi TechnologiesSOFI-100%
- Melco Resorts and EntmntMLCO-100%
- XPXP-100%
- Denison MinesDNN-100%
- DuPont de NemoursDD-100%
- Cognizant Technology SolutionsCTSH-100%
- Conagra BrandsCAG-100%
- Sealed Air Corp New-100%
- Carnival-100%
- Janus Detroit STR TRVNLA-100%
- UbiquitiUI-100%
- Vanguard Index FDSVXF-100%
- Hologic-100%
- CalixCALX-100%
- Terns Pharmaceuticals-100%
- Ensign GroupENSG-100%
- MedtronicMDT-100%
- QualysQLYS-100%
Holdings
- Vanguard Index FDSVTI
- Share
- 18.7%
- Value
- $100m
- Shares
- 270,908
Held
- Vanguard Intl Equity Index FVEU
- Share
- 12.9%
- Value
- $69m
- Shares
- 826,521
-3%
- Vanguard Intl Equity Index FVT
- Share
- 3.4%
- Value
- $18m
- Shares
- 114,837
-2%
- Vanguard Intl Equity Index FVWO
- Share
- 2.4%
- Value
- $13m
- Shares
- 213,221
Held
- Sprott Asset Management LPPHYS
- Share
- 1.1%
- Value
- $6m
- Shares
- 201,458
Held
- Vanguard Star FDSVXUS
- Share
- 1.1%
- Value
- $6m
- Shares
- 69,284
Held
- Ishares TRIWV
- Share
- 1.0%
- Value
- $5m
- Shares
- 12,875
Held
- Ishares TRIWB
- Share
- 0.9%
- Value
- $5m
- Shares
- 12,360
Held
- Ishares TREFA
- Share
- 0.9%
- Value
- $5m
- Shares
- 45,549
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.6%
- Value
- $3m
- Shares
- 42,509
Held
- Vanguard Index FDSVOO
- Share
- 0.5%
- Value
- $3m
- Shares
- 4,286
Held
- Ishares Gold TRIAU
- Share
- 0.3%
- Value
- $2m
- Shares
- 22,091
Held
- Ishares TREEM
- Share
- 0.3%
- Value
- $1m
- Shares
- 20,270
Held
- ASE Technology HldgASX
- Share
- 0.2%
- Value
- $1m
- Shares
- 26,554
+5%
- Vanguard Index FDSVTV
- Share
- 0.2%
- Value
- $1m
- Shares
- 5,136
Held
- BlackRock Resources & Commodities Strategy TrustBCX
- Share
- 0.2%
- Value
- $981,301
- Shares
- 86,764
Held
- IsharesIEMG
- Share
- 0.2%
- Value
- $960,530
- Shares
- 11,595
Held
- Schwab Strategic TRSCHF
- Share
- 0.2%
- Value
- $851,415
- Shares
- 30,737
Held
- Spdr Gold TRGLD
- Share
- 0.2%
- Value
- $850,255
- Shares
- 2,308
+15%
- Invesco DB Commdy Indx TrckDBC
- Share
- 0.2%
- Value
- $849,734
- Shares
- 31,873
Held
- ShellSHEL
- Share
- 0.2%
- Value
- $842,685
- Shares
- 10,868
Held
- Ishares TRIGF
- Share
- 0.2%
- Value
- $824,508
- Shares
- 12,380
Held
- Abrdn Platinum ETF TrustPPLT
- Share
- 0.1%
- Value
- $766,514
- Shares
- 54,247
Held
- Ishares TRESGU
- Share
- 0.1%
- Value
- $762,641
- Shares
- 4,660
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 18.7% | $100m | 270,908 | Held |
| Vanguard Intl Equity Index FVEU | 12.9% | $69m | 826,521 | -3% |
| Vanguard Intl Equity Index FVT | 3.4% | $18m | 114,837 | -2% |
| Eli LillyLLY | 3.2% | $17m | 14,478 | Held |
| MicrosoftMSFT | 3.2% | $17m | 45,880 | Held |
| AppleAAPL | 3.2% | $17m | 59,064 | Held |
| NvidiaNVDA | 3.1% | $17m | 83,377 | Held |
| Vanguard Intl Equity Index FVWO | 2.4% | $13m | 213,221 | Held |
| AlphabetGOOGL | 1.7% | $9m | 25,127 | Held |
| Amazon.comAMZN | 1.6% | $9m | 36,396 | Held |
| AlphabetGOOG | 1.3% | $7m | 20,298 | Held |
| Sprott Asset Management LPPHYS | 1.1% | $6m | 201,458 | Held |
| Vanguard Star FDSVXUS | 1.1% | $6m | 69,284 | Held |
| Ishares TRIWV | 1.0% | $5m | 12,875 | Held |
| Ishares TRIWB | 0.9% | $5m | 12,360 | Held |
| Ishares TREFA | 0.9% | $5m | 45,549 | Held |
| BroadcomAVGO | 0.8% | $4m | 11,084 | Held |
| Micron TechnologyMU | 0.8% | $4m | 3,581 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.8% | $4m | 8,569 | Held |
| Meta PlatformsMETA | 0.7% | $4m | 6,549 | Held |
| Advanced Micro DevicesAMD | 0.6% | $3m | 5,778 | +2% |
| JPMorgan ChaseJPM | 0.6% | $3m | 10,141 | Held |
| ASML Holding NVASML | 0.6% | $3m | 1,625 | Held |
| TeslaTSLA | 0.6% | $3m | 7,591 | Held |
| Vanguard Tax-Managed FDSVEA | 0.6% | $3m | 42,509 | Held |
| Vanguard Index FDSVOO | 0.5% | $3m | 4,286 | Held |
| Berkshire HathawayBRK-B | 0.4% | $2m | 4,772 | Held |
| Applied MaterialsAMAT | 0.4% | $2m | 3,286 | Held |
| VisaV | 0.4% | $2m | 6,808 | -4% |
| Lam ResearchLRCX | 0.4% | $2m | 4,718 | +3% |
| AbbVieABBV | 0.4% | $2m | 7,722 | Held |
| CaterpillarCAT | 0.3% | $2m | 1,717 | Held |
| KLAKLAC | 0.3% | $2m | 5,799 | Held |
| Goldman Sachs GroupGS | 0.3% | $2m | 1,728 | Held |
| IntelINTC | 0.3% | $2m | 12,438 | +5% |
| Novartis AGNVS | 0.3% | $2m | 10,959 | Held |
| Ishares Gold TRIAU | 0.3% | $2m | 22,091 | Held |
| CorningGLW | 0.3% | $2m | 6,082 | Held |
| Johnson & JohnsonJNJ | 0.3% | $1m | 5,803 | -3% |
| WalmartWMT | 0.3% | $1m | 12,747 | Held |
| Costco WholesaleCOST | 0.3% | $1m | 1,521 | Held |
| Cisco SystemsCSCO | 0.3% | $1m | 12,011 | Held |
| Ishares TREEM | 0.3% | $1m | 20,270 | Held |
| Palo Alto NetworksPANW | 0.3% | $1m | 4,048 | Held |
| ExxonMobil HoldingsXOM | 0.3% | $1m | 9,917 | Held |
| RTXRTX | 0.3% | $1m | 7,119 | Held |
| Home DepotHD | 0.3% | $1m | 3,820 | Held |
| AstrazenecaAZN | 0.2% | $1m | 6,666 | Held |
| OracleORCL | 0.2% | $1m | 8,216 | Held |
| ASE Technology HldgASX | 0.2% | $1m | 26,554 | +5% |
| MastercardMA | 0.2% | $1m | 2,318 | -15% |
| American ExpressAXP | 0.2% | $1m | 3,370 | Held |
| Vanguard Index FDSVTV | 0.2% | $1m | 5,136 | Held |
| Bank of AmericaBAC | 0.2% | $1m | 18,754 | Held |
| AmgenAMGN | 0.2% | $1m | 2,922 | Held |
| General ElectricGE | 0.2% | $1m | 2,812 | -2% |
| MerckMRK | 0.2% | $1m | 8,064 | Held |
| Texas InstrumentsTXN | 0.2% | $1m | 3,447 | Held |
| TJX CompaniesTJX | 0.2% | $1m | 6,649 | Held |
| NetflixNFLX | 0.2% | $990,318 | 13,870 | Held |
| BlackRock Resources & Commodities Strategy TrustBCX | 0.2% | $981,301 | 86,764 | Held |
| UnitedHealth GroupUNH | 0.2% | $960,937 | 2,312 | +2% |
| IsharesIEMG | 0.2% | $960,530 | 11,595 | Held |
| Coca-ColaKO | 0.2% | $948,909 | 11,676 | Held |
| Palantir TechnologiesPLTR | 0.2% | $931,960 | 7,988 | -2% |
| ChevronCVX | 0.2% | $889,302 | 5,365 | +2% |
| PNC Financial Services GroupPNC | 0.2% | $883,930 | 3,590 | Held |
| GE VernovaGEV | 0.2% | $862,582 | 734 | Held |
| Schwab Strategic TRSCHF | 0.2% | $851,415 | 30,737 | Held |
| Spdr Gold TRGLD | 0.2% | $850,255 | 2,308 | +15% |
| Invesco DB Commdy Indx TrckDBC | 0.2% | $849,734 | 31,873 | Held |
| Illinois Tool WorksITW | 0.2% | $846,301 | 3,129 | Held |
| ShellSHEL | 0.2% | $842,685 | 10,868 | Held |
| Ishares TRIGF | 0.2% | $824,508 | 12,380 | Held |
| Morgan StanleyMS | 0.2% | $821,109 | 3,928 | Held |
| UBS Group AGUBS | 0.2% | $809,463 | 16,333 | Held |
| Procter & GamblePG | 0.1% | $803,294 | 5,478 | Held |
| StarbucksSBUX | 0.1% | $796,980 | 7,799 | +3% |
| SandiskSNDK | 0.1% | $791,258 | 348 | +5% |
| Uber TechnologiesUBER | 0.1% | $778,679 | 10,791 | Held |
| DeereDE | 0.1% | $774,517 | 1,221 | Held |
| Abrdn Platinum ETF TrustPPLT | 0.1% | $766,514 | 54,247 | Held |
| Ishares TRESGU | 0.1% | $762,641 | 4,660 | Held |
| PaccarPCAR | 0.1% | $747,507 | 6,223 | Held |
| Union PacificUNP | 0.1% | $735,488 | 2,704 | +4% |
| QualcommQCOM | 0.1% | $729,035 | 3,945 | Held |
| ShopifySHOP | 0.1% | $722,417 | 6,327 | Held |
| CitigroupC | 0.1% | $714,216 | 5,103 | Held |
| United RentalsURI | 0.1% | $708,056 | 625 | Held |
| Toyota MotorTM | 0.1% | $700,290 | 4,158 | Held |
| Western DigitalWDC | 0.1% | $684,708 | 1,072 | Held |
| LindeLIN | 0.1% | $683,444 | 1,317 | Held |
| NextEra EnergyNEE | 0.1% | $671,177 | 7,647 | Held |
| Banco SantanderSAN | 0.1% | $661,544 | 47,938 | Held |
| SAP SESAP | 0.1% | $659,899 | 4,282 | Held |
| FerrariRACE | 0.1% | $650,018 | 1,746 | Held |
| Automatic Data ProcessingADP | 0.1% | $638,258 | 2,850 | Held |
| STMicroelectronicsSTM | 0.1% | $631,997 | 8,439 | Held |
| Abbott LaboratoriesABT | 0.1% | $617,939 | 6,810 | -2% |
| Church & DwightCHD | 0.1% | $607,244 | 6,268 | Held |
Showing the largest 100 of 1,822.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 14.5% since 31 December 2025.
Where the money is
Technology18.3%
Health care7.0%
Financial services6.5%
Industrials4.8%
Media & telecom4.3%
Retail & consumer4.3%
Everyday goods1.7%
Energy1.6%
Materials1.2%
Utilities0.9%
Real estate0.7%
Other48.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.