Basecamp Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Bellevue, WA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
1,822
Total value ($000)
$537,385
Net value change ($000)
+54,059 (11.2%)
New positions
0
Sold out positions
189
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 11,906 13.5%
VEU 5,311 8.3%
LLY 4,052 30.4%
MU 2,942 246.8%
AMD 2,206 191.8%
NVDA 2,162 14.9%
AAPL 2,140 14.3%
GOOGL 1,786 24.8%
VT 1,744 10.7%
GOOGL 1,367 23.5%
Top Reduces (Value $000, Stocks/ETFs)
TIP -1,374 -100.0%
PHYS -1,062 -14.9%
BITW -531 -100.0%
SCHD -435 -91.4%
NFLX -343 -25.7%
XOM -328 -19.5%
IAU -280 -14.4%
PLTR -266 -22.2%
NLY -222 -33.9%
PPLT -200 -20.7%
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