Basecamp Wealth Advisors LLC
CIK 2115254
13F filing for Q2 2026・No. 3,726
- Holdings
- US$537.39M
- Quarter change
- +US$54.06M
- Entries
- 1,822
- Net bought (estimate)
- −US$9.25M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 193
- Cut 555
- Added 658
- Corporate actions 0
- Unchanged 607
Largest holdings
1,822 stocks worth US$537.39M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFTOTAL STK MKT | Cut | 270,908 | US$100.25M | 18.65% |
| VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX USALLWRLD EX US | Cut | 826,521 | US$69.22M | 12.88% |
| VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETFTT WRLD ST ETF | Cut | 114,837 | US$18.02M | 3.35% |
| LLYELI LILLY &CO COMCOM | Added | 14,478 | US$17.37M | 3.23% |
| MSFTMicrosoftCOM | Cut | 45,880 | US$17.11M | 3.18% |
| AAPLAppleCOM | Added | 59,064 | US$17.09M | 3.18% |
| NVDANvidiaCOM | Added | 83,377 | US$16.68M | 3.10% |
| VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETFFTSE EMR MKT ETF | Unchanged | 213,221 | US$12.73M | 2.37% |
| GOOGLAlphabetCAP STK CL A | Added | 25,127 | US$8.98M | 1.67% |
| AMZNAmazonCOM | Cut | 36,396 | US$8.67M | 1.61% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.