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Basecamp Wealth Advisors LLC

hedge fundUpdated 27 days ago

Managed by Basecamp Wealth Advisors Llc • Latest filing Q2 2026

Portfolio value
$537.4M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 3 quarters

Show data table
PeriodPortfolio value
Q4 2025$469.5M
Q1 2026$483.3M
Q2 2026$537.4M

Top holdings

1,822 positions as of Q2 2026

View filing
V

VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF

Value
$100.2M
Shares
270.9K
% Port
18.65%
V

VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US

Value
$69.2M
Shares
826.5K
% Port
12.88%
V

VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF

Value
$18M
Shares
114.8K
% Port
3.35%
L
4.LLY

ELI LILLY &CO COM

Value
$17.4M
Shares
14.5K
% Port
3.23%
M

MICROSOFT CORP

Value
$17.1M
Shares
45.9K
% Port
3.18%
A

APPLE INC

Value
$17.1M
Shares
59.1K
% Port
3.18%
N

NVIDIA CORPORATION COM

Value
$16.7M
Shares
83.4K
% Port
3.10%
V

VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF

Value
$12.7M
Shares
213.2K
% Port
2.37%
G

ALPHABET INC CAP STK CL A

Value
$9M
Shares
25.1K
% Port
1.67%
A
10.AMZN

AMAZON.COM INC

Value
$8.7M
Shares
36.4K
% Port
1.61%
G

ALPHABET INC CAP STK CL C

Value
$7.2M
Shares
20.3K
% Port
1.33%
P
12.PHYS

SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239

Value
$6.1M
Shares
201.5K
% Port
1.13%
V
13.VGES

VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND

Value
$5.9M
Shares
69.3K
% Port
1.10%
E
14.ETHA

ISHARES RUSSELL 3000 ETF

Value
$5.5M
Shares
12.9K
% Port
1.02%
E
15.ETHA

ISHARES RUSSELL 1000 INDEX FUND

Value
$5.1M
Shares
12.4K
% Port
0.94%
E
16.ETHA

ISHARES MSCI EAFE ETF

Value
$4.7M
Shares
45.5K
% Port
0.88%
A
17.AVGO

BROADCOM INC COM

Value
$4.2M
Shares
11.1K
% Port
0.78%
M
18.MU

MICRON TECHNOLOGY INC

Value
$4.1M
Shares
3.6K
% Port
0.77%
T

TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10

Value
$4.1M
Shares
8.6K
% Port
0.76%
M
20.META

META PLATFORMS INC CLASS A COMMON STOCK

Value
$3.7M
Shares
6.5K
% Port
0.69%

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