Basecamp Wealth Advisors LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 483,326
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 6/24/2026 | 2,015 | 483,326 | 13F-HR | Basecamp Wealth Advisors LLC |
| Q4 2025 | 6/24/2026 | 1,752 | 469,469 | 13F-HR | Basecamp Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 261.3 K | 54.1% | 0 | 9.104 K | -9.104 K |
| ETFs | 221.9 K | 45.9% | 22.9 K | 0 | 22.9 K |
| Other | 28 | 0.0% | 12 | 0 | 12 |
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Fund Snapshot
Q1 2026
Latest filed
6/24/2026
Total value ($000)
483,326
Holdings
2015
QoQ value change ($000)
13,857
(3.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.