Basecamp Wealth Advisors LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 537,385
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 1,822 | 537,385 | 13F-HR | Basecamp Wealth Advisors LLC |
| 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 | 294.3 K | 54.8% | 32.95 K | 0 | 32.95 K |
| ETFs | 243.1 K | 45.2% | 21.13 K | 0 | 21.13 K |
| Other | 24 | 0.0% | 0 | 4 | -4 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
537,385
Holdings
1822
QoQ value change ($000)
54,059
(11.2%)
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.