Basecamp Wealth Advisors LLC

13F filer · CIK 0002115254

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$537MU.S. long equity reported on 13F

Positions1,7562 new · 189 closed

Net flow last quarter-$2.6MBuys minus sells

Top 10 positions weight20.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 20261,756 positions
LLYELI LILLY & Co	$17.4M	3.23%	0.00%	0.0%	Q4 2025
MSFTMicrosoft Corp	$17.1M	3.18%	0.00%	-1.7%	Q4 2025
AAPLApple Inc.	$17.1M	3.18%	0.00%	+0.3%	Q4 2025
NVDANvidia Corp	$16.7M	3.10%	0.00%	+0.1%	Q4 2025
GOOGLAlphabet Inc.	$8.98M	1.67%	0.00%	+0.4%	Q4 2025
AMZNAmazon Com Inc	$8.67M	1.61%	0.00%	0.0%	Q4 2025
GOOGAlphabet Inc.	$7.17M	1.33%	Not reported	+0.3%	Q4 2025
PHYSSprott Physical Gold Trust	$6.08M	1.13%	0.04%	Not reported	Q4 2025
AVGOBroadcom Inc.	$4.19M	0.78%	0.00%	+0.2%	Q4 2025
MUMicron Technology Inc	$4.13M	0.77%	0.00%	+1.5%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.09M	0.76%	0.00%	-0.2%	Q4 2025
METAMeta Platforms, Inc.	$3.69M	0.69%	Not reported	-0.3%	Q4 2025
AMDAdvanced Micro Devices Inc	$3.36M	0.62%	0.00%	+2.2%	Q4 2025
JPMJPMorgan Chase & Co	$3.32M	0.62%	0.00%	-0.1%	Q4 2025
ASMLAsml Holding NV	$3.23M	0.60%	0.00%	Not reported	Q4 2025
TSLATesla, Inc.	$3.19M	0.59%	0.00%	+1.6%	Q4 2025
BRK.BBerkshire Hathaway Inc	$2.39M	0.44%	Not reported	+1.0%	Q4 2025
AMATApplied Materials Inc	$2.38M	0.44%	0.00%	-0.1%	Q4 2025
VVisa Inc.	$2.34M	0.43%	0.00%	-3.6%	Q4 2025
LRCXLam Research Corp	$2.04M	0.38%	0.00%	+2.6%	Q4 2025
ABBVAbbVie Inc.	$1.94M	0.36%	0.00%	0.0%	Q4 2025
CATCaterpillar Inc	$1.83M	0.34%	0.00%	+0.4%	Q4 2025
KLACKla Corp	$1.75M	0.33%	0.00%	+1.0%	Q4 2025
GSGoldman Sachs Group Inc	$1.75M	0.33%	0.00%	+0.7%	Q4 2025
INTCIntel Corp	$1.74M	0.32%	0.00%	+5.3%	Q4 2025
NVSNovartis AG	$1.72M	0.32%	0.00%	Not reported	Q4 2025
IAUIshares Gold Trust	$1.67M	0.31%	0.00%	Not reported	Q4 2025
GLWCorning Inc	$1.55M	0.29%	0.00%	-0.2%	Q4 2025
JNJJohnson & Johnson	$1.47M	0.27%	0.00%	-2.6%	Q4 2025
WMTWalmart Inc.	$1.44M	0.27%	0.00%	0.0%	Q4 2025
COSTCostco Wholesale Corp	$1.42M	0.26%	0.00%	-0.9%	Q4 2025
CSCOCisco Systems, Inc.	$1.41M	0.26%	0.00%	Not reported	Q4 2025
PANWPalo Alto Networks Inc	$1.38M	0.26%	0.00%	-0.1%	Q4 2025
XOMExxonMobil Holdings Corp	$1.36M	0.25%	0.00%	-0.1%	Q4 2025
RTXRTX Corp	$1.35M	0.25%	0.00%	+1.0%	Q4 2025
HDHome Depot, Inc.	$1.35M	0.25%	0.00%	+0.5%	Q4 2025
AZNAstrazeneca PLC	$1.26M	0.24%	Not reported	Not reported	Q4 2025
ORCLOracle Corp	$1.2M	0.22%	0.00%	+1.7%	Q4 2025
ASXASE Technology Holding Co., Ltd.	$1.2M	0.22%	0.00%	+5.1%	Q4 2025
MAMastercard Inc	$1.19M	0.22%	0.00%	-15.4%	Q4 2025
AXPAmerican Express Co	$1.14M	0.21%	0.00%	+0.1%	Q4 2025
BACBank of America Corp	$1.07M	0.20%	0.00%	-0.4%	Q4 2025
AMGNAmgen Inc	$1.06M	0.20%	0.00%	-0.1%	Q4 2025
GEGeneral Electric Co	$1.05M	0.20%	0.00%	-2.1%	Q4 2025
MRKMerck & Co., Inc.	$1.04M	0.19%	0.00%	-1.7%	Q4 2025
TXNTexas Instruments Inc	$1.03M	0.19%	0.00%	+0.9%	Q4 2025
TJXTJX Companies Inc	$1.01M	0.19%	0.00%	0.0%	Q4 2025
NFLXNetflix Inc	$990K	0.18%	0.00%	0.0%	Q4 2025
BCXBlackRock Resources & Commodities Strategy Trust	$981K	0.18%	Not reported	Not reported	Q1 2026
UNHUnitedhealth Group Inc	$961K	0.18%	0.00%	+2.2%	Q4 2025

Q1 2026Reported Jun 24, 20261,942 positions
MSFTMicrosoft Corp	$17.3M	3.57%	0.00%	-3.7%	Q4 2025
AAPLApple Inc.	$15M	3.09%	0.00%	+1.1%	Q4 2025
NVDANvidia Corp	$14.5M	3.00%	0.00%	+0.4%	Q4 2025
LLYELI LILLY & Co	$13.3M	2.75%	0.00%	+0.2%	Q4 2025
AMZNAmazon Com Inc	$7.58M	1.57%	0.00%	+0.3%	Q4 2025
GOOGLAlphabet Inc.	$7.19M	1.49%	0.00%	-0.2%	Q4 2025
PHYSSprott Physical Gold Trust	$7.14M	1.48%	0.04%	-0.9%	Q4 2025
GOOGAlphabet Inc.	$5.81M	1.20%	Not reported	+0.6%	Q4 2025
METAMeta Platforms, Inc.	$3.76M	0.78%	Not reported	+0.2%	Q4 2025
AVGOBroadcom Inc.	$3.42M	0.71%	0.00%	+2.0%	Q4 2025
JPMJPMorgan Chase & Co	$2.99M	0.62%	0.00%	-0.4%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.9M	0.60%	0.00%	-0.7%	Q4 2025
TSLATesla, Inc.	$2.78M	0.57%	0.00%	+1.6%	Q4 2025
BRK.BBerkshire Hathaway Inc	$2.27M	0.47%	Not reported	0.0%	Q4 2025
ASMLAsml Holding NV	$2.15M	0.44%	0.00%	-1.5%	Q4 2025
VVisa Inc.	$2.13M	0.44%	0.00%	+0.1%	Q4 2025
IAUIshares Gold Trust	$1.95M	0.40%	0.00%	-4.6%	Q4 2025
XOMExxonMobil Holdings Corp	$1.68M	0.35%	0.00%	-0.2%	Q4 2025
ABBVAbbVie Inc.	$1.68M	0.35%	0.00%	-0.2%	Q4 2025
NVSNovartis AG	$1.67M	0.35%	0.00%	Not reported	Q4 2025
WMTWalmart Inc.	$1.58M	0.33%	0.00%	0.0%	Q4 2025
COSTCostco Wholesale Corp	$1.53M	0.32%	0.00%	+0.9%	Q4 2025
JNJJohnson & Johnson	$1.46M	0.30%	0.00%	+2.6%	Q4 2025
GSGoldman Sachs Group Inc	$1.45M	0.30%	0.00%	-1.4%	Q4 2025
MAMastercard Inc	$1.37M	0.28%	0.00%	+0.2%	Q4 2025
RTXRTX Corp	$1.36M	0.28%	0.00%	Not reported	Q4 2025
NFLXNetflix Inc	$1.33M	0.28%	0.00%	+0.3%	Q4 2025
AZNAstrazeneca PLC	$1.31M	0.27%	Not reported	0.0%	Q4 2025
HDHome Depot, Inc.	$1.25M	0.26%	0.00%	-0.3%	Q4 2025
CATCaterpillar Inc	$1.21M	0.25%	0.00%	Not reported	Q4 2025
PLTRPalantir Technologies Inc.	$1.2M	0.25%	0.00%	+2.6%	Q4 2025
MUMicron Technology Inc	$1.19M	0.25%	0.00%	+4.5%	Q4 2025
ORCLOracle Corp	$1.19M	0.25%	0.00%	-0.8%	Q4 2025
AMDAdvanced Micro Devices Inc	$1.15M	0.24%	0.00%	+0.1%	Q4 2025
AMATApplied Materials Inc	$1.12M	0.23%	0.00%	+0.7%	Q4 2025
CVXChevron Corp	$1.08M	0.22%	0.00%	+0.2%	Q4 2025
TJXTJX Companies Inc	$1.06M	0.22%	0.00%	-0.1%	Q4 2025
BCXBlackRock Resources & Commodities Strategy Trust	$1.05M	0.22%	Not reported	New	Q1 2026
AMGNAmgen Inc	$1.03M	0.21%	0.00%	Not reported	Q4 2025
AXPAmerican Express Co	$1.02M	0.21%	0.00%	-0.2%	Q4 2025
SHELShell plc	$1.01M	0.21%	0.00%	-0.5%	Q4 2025
MRKMerck & Co., Inc.	$987K	0.20%	0.00%	+1.7%	Q4 2025
LRCXLam Research Corp	$982K	0.20%	0.00%	-0.4%	Q4 2025
PPLTabrdn Platinum ETF Trust	$967K	0.20%	0.04%	New	Q1 2026
CSCOCisco Systems, Inc.	$932K	0.19%	0.00%	+0.2%	Q4 2025
DBCInvesco DB Commodity Index Tracking Fund	$923K	0.19%	0.05%	-8.4%	Q4 2025
BACBank of America Corp	$918K	0.19%	0.00%	-0.3%	Q4 2025
KOCoca Cola Co	$888K	0.18%	0.00%	-2.9%	Q4 2025
GLDSPDR Gold Trust	$864K	0.18%	0.00%	New	Q1 2026
TMToyota Motor Corp/	$858K	0.18%	0.00%	-0.2%	Q4 2025

Q4 2025Reported Jun 24, 20261,695 positions
MSFTMicrosoft Corp	$23.4M	4.99%	0.00%	New	Q4 2025
AAPLApple Inc.	$15.8M	3.37%	0.00%	New	Q4 2025
LLYELI LILLY & Co	$15.5M	3.31%	0.00%	New	Q4 2025
NVDANvidia Corp	$15.5M	3.30%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$8.37M	1.78%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$7.85M	1.67%	0.00%	New	Q4 2025
PHYSSprott Physical Gold Trust	$6.71M	1.43%	0.04%	New	Q4 2025
GOOGAlphabet Inc.	$6.31M	1.34%	Not reported	New	Q4 2025
METAMeta Platforms, Inc.	$4.33M	0.92%	Not reported	New	Q4 2025
AVGOBroadcom Inc.	$3.75M	0.80%	0.00%	New	Q4 2025
TSLATesla, Inc.	$3.31M	0.70%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$3.28M	0.70%	0.00%	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.63M	0.56%	0.00%	New	Q4 2025
VVisa Inc.	$2.47M	0.53%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$2.37M	0.51%	Not reported	New	Q4 2025
IAUIshares Gold Trust	$1.88M	0.40%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$1.77M	0.38%	0.00%	New	Q4 2025
ASMLAsml Holding NV	$1.77M	0.38%	0.00%	New	Q4 2025
ORCLOracle Corp	$1.59M	0.34%	0.00%	New	Q4 2025
MAMastercard Inc	$1.56M	0.33%	0.00%	New	Q4 2025
GSGoldman Sachs Group Inc	$1.53M	0.33%	0.00%	New	Q4 2025
NVSNovartis AG	$1.51M	0.32%	0.00%	New	Q4 2025
WMTWalmart Inc.	$1.42M	0.30%	0.00%	New	Q4 2025
PLTRPalantir Technologies Inc.	$1.42M	0.30%	0.00%	New	Q4 2025
HDHome Depot, Inc.	$1.31M	0.28%	0.00%	New	Q4 2025
COSTCostco Wholesale Corp	$1.31M	0.28%	0.00%	New	Q4 2025
NFLXNetflix Inc	$1.3M	0.28%	0.00%	New	Q4 2025
RTXRTX Corp	$1.29M	0.28%	0.00%	New	Q4 2025
AXPAmerican Express Co	$1.25M	0.27%	0.00%	New	Q4 2025
AZNAstrazeneca PLC	$1.23M	0.26%	Not reported	New	Q4 2025
AMDAdvanced Micro Devices Inc	$1.21M	0.26%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$1.2M	0.26%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$1.2M	0.25%	0.00%	New	Q4 2025
SAPSap SE	$1.05M	0.22%	0.00%	New	Q4 2025
BACBank of America Corp	$1.04M	0.22%	0.00%	New	Q4 2025
SHOPShopify Inc.	$1.02M	0.22%	0.00%	New	Q4 2025
TJXTJX Companies Inc	$1.02M	0.22%	0.00%	New	Q4 2025
CATCaterpillar Inc	$980K	0.21%	0.00%	New	Q4 2025
MUMicron Technology Inc	$964K	0.21%	0.00%	New	Q4 2025
AMGNAmgen Inc	$957K	0.20%	0.00%	New	Q4 2025
CSCOCisco Systems, Inc.	$923K	0.20%	0.00%	New	Q4 2025
FBTCFidelity Wise Origin Bitcoin Fund	$902K	0.19%	0.01%	New	Q4 2025
TMToyota Motor Corp/	$892K	0.19%	0.00%	New	Q4 2025
UBERUber Technologies, Inc	$886K	0.19%	0.00%	New	Q4 2025
ABTAbbott Laboratories	$871K	0.19%	0.00%	New	Q4 2025
MRKMerck & Co., Inc.	$849K	0.18%	0.00%	New	Q4 2025
GEGeneral Electric Co	$843K	0.18%	0.00%	New	Q4 2025
KOCoca Cola Co	$841K	0.18%	0.00%	New	Q4 2025
AMATApplied Materials Inc	$839K	0.18%	0.00%	New	Q4 2025
SHELShell plc	$804K	0.17%	0.00%	New	Q4 2025

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