StockDriftsStockDriftsTop 50 Basecamp Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 18.65% | 270.9K | $100.2M | -1.62%(-4.46K) | $331.60(+15.76%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | 12.88% | 826.5K | $69.2M | -2.88%(-24.48K) | $72.69(+17.88%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF | 3.35% | 114.8K | $18.0M | -2.43%(-2.86K) | $139.51(+16.30%) | 2026-06-30 | |
| LLY | ELI LILLY &CO COM | 3.23% | 14.5K | $17.4M | +0.03%(+4) | $919.04(+28.41%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.18% | 45.9K | $17.1M | -1.68%(-785) | $500.79(-1.08%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.18% | 59.1K | $17.1M | +0.26%(+152) | $263.25(+16.21%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 3.1% | 83.4K | $16.7M | +0.13%(+112) | $186.51(+20.72%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 2.37% | 213.2K | $12.7M | +0.00%(+0) | $53.96(+11.40%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 1.67% | 25.1K | $9.0M | +0.43%(+108) | $278.21(+24.33%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 1.61% | 36.4K | $8.7M | -0.02%(-7) | $225.18(+16.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.29% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.59% |
Basecamp Wealth Advisors LLC reports $537.39M in US-listed equity holdings across 1,822 positions in its most recent 13F filing. Its largest disclosed positions are VTI (18.6%), VEU (12.9%) and VT (3.4%). The top 20 holdings account for 62.62% of reported assets. Its disclosed equity book has returned +7.29% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Basecamp Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2115254). View Basecamp Wealth Advisors LLC’s 13F filings on SEC