Basecamp Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Bellevue, WA
Holdings as of
3/31/2026
Date filed
6/24/2026
Form type
13F-HR
Num holdings
2,015
Total value ($000)
$483,326
Net value change ($000)
+13,857 (3.0%)
New positions
450
Sold out positions
187
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEU 8,699 15.8%
VT 5,095 45.6%
VOO 2,269 801.8%
VWO 1,800 18.5%
TIP 1,374 NEW
AZN 1,315 NEW
BCX 1,046 NEW
PPLT 967 NEW
GLD 864 NEW
GNR 666 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -6,157 -26.3%
LLY -2,208 -14.2%
AZN -1,226 -100.0%
VTI -985 -1.1%
NVDA -950 -6.1%
AAPL -884 -5.6%
AMZN -792 -9.5%
GOOGL -653 -8.3%
META -571 -13.2%
FBTC -543 -60.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type