Basecamp Wealth Advisors LLC
BELLEVUE, WA · CIK 2115254 · 13F filing filed 2026-06-24
SEC-registered investment adviser since 2025 · limited liability company
- Assets managed$1.1bn
- Staff4 · 4 in investment roles
- Main clients (by assets)High net worth individuals 100%
- Websitebasecampwealthadvisors.com
- Form ADV · 2026-07-15SEC adviser record
$469.5m
reported value
1,752positions
53.7%in top 10
—no comparable previous quarter
Holdings, Q4 2025
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| VANGUARD INDEX FDS VTI | $89.3m19.03% | First filing |
| VANGUARD INTL EQUITY INDEX F VEU | $55.2m11.76% | First filing |
| MICROSOFT CORP MSFT | $23.4m4.99% | First filing |
| APPLE INC AAPL | $15.8m3.37% | First filing |
| ELI LILLY & CO LLY | $15.5m3.31% | First filing |
| NVIDIA CORPORATION NVDA | $15.5m3.30% | First filing |
| VANGUARD INTL EQUITY INDEX F VT | $11.2m2.38% | First filing |
| VANGUARD INTL EQUITY INDEX F VWO | $9.7m2.07% | First filing |
| AMAZON COM INC AMZN | $8.4m1.78% | First filing |
| ALPHABET INC GOOGL | $7.8m1.67% | First filing |
| SPROTT PHYSICAL GOLD TR PHYS | $6.7m1.43% | First filing |
| ALPHABET INC GOOG | $6.3m1.34% | First filing |
| VANGUARD STAR FDS VXUS | $5.2m1.11% | First filing |
| ISHARES TR IWV | $5.0m1.06% | First filing |
| ISHARES TR IWB | $4.6m0.99% | First filing |
| ISHARES TR EFA | $4.4m0.93% | First filing |
| META PLATFORMS INC META | $4.3m0.92% | First filing |
| BROADCOM INC AVGO | $3.8m0.80% | First filing |
| TESLA INC TSLA | $3.3m0.70% | First filing |
| JPMORGAN CHASE & CO JPM | $3.3m0.70% | First filing |
| VANGUARD TAX-MANAGED FDS VEA | $2.7m0.57% | First filing |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $2.6m0.56% | First filing |
| VISA INC V | $2.5m0.53% | First filing |
| BERKSHIRE HATHAWAY INC DEL BRK.B | $2.4m0.51% | First filing |
| ISHARES GOLD TR IAU | $1.9m0.40% | First filing |
| ABBVIE INC ABBV | $1.8m0.38% | First filing |
| ASML HOLDING N V ASML | $1.8m0.38% | First filing |
| ORACLE CORP ORCL | $1.6m0.34% | First filing |
| MASTERCARD INCORPORATED MA | $1.6m0.33% | First filing |
| GOLDMAN SACHS GROUP INC GS | $1.5m0.33% | First filing |
| NOVARTIS AG NVS | $1.5m0.32% | First filing |
| WALMART INC WMT | $1.4m0.30% | First filing |
| PALANTIR TECHNOLOGIES INC PLTR | $1.4m0.30% | First filing |
| HOME DEPOT INC HD | $1.3m0.28% | First filing |
| COSTCO WHSL CORP NEW COST | $1.3m0.28% | First filing |
| NETFLIX INC NFLX | $1.3m0.28% | First filing |
| RTX CORPORATION RTX | $1.3m0.28% | First filing |
| AMERICAN EXPRESS CO AXP | $1.2m0.27% | First filing |
| ASTRAZENECA PLC SPONSORED ADR | $1.2m0.26% | First filing |
| ADVANCED MICRO DEVICES INC AMD | $1.2m0.26% | First filing |
| JOHNSON & JOHNSON JNJ | $1.2m0.26% | First filing |
| EXXON MOBIL CORP XOM | $1.2m0.25% | First filing |
| ISHARES TR EEM | $1.1m0.24% | First filing |
| SAP SE SAP | $1.0m0.22% | First filing |
| BANK AMERICA CORP BAC | $1.0m0.22% | First filing |
| SHOPIFY INC SHOP | $1.0m0.22% | First filing |
| TJX COS INC NEW TJX | $1.0m0.22% | First filing |
| CATERPILLAR INC CAT | $979.6k0.21% | First filing |
| MICRON TECHNOLOGY INC MU | $963.9k0.21% | First filing |
| AMGEN INC AMGN | $957.1k0.20% | First filing |
| CISCO SYS INC CSCO | $923.5k0.20% | First filing |
| VANGUARD INDEX FDS VTV | $919.6k0.20% | First filing |
| FIDELITY WISE ORIGIN BITCOIN FBTC | $901.8k0.19% | First filing |
| TOYOTA MOTOR CORP TM | $892.4k0.19% | First filing |
| UBER TECHNOLOGIES INC UBER | $886.2k0.19% | First filing |
| ABBOTT LABS ABT | $871.5k0.19% | First filing |
| MERCK & CO INC MRK | $849.1k0.18% | First filing |
| GE AEROSPACE GE | $842.7k0.18% | First filing |
| COCA COLA CO KO | $840.6k0.18% | First filing |
| APPLIED MATLS INC AMAT | $839.4k0.18% | First filing |
| SHELL PLC SHEL | $804.0k0.17% | First filing |
| CHEVRON CORP NEW CVX | $797.6k0.17% | First filing |
| PROCTER AND GAMBLE CO PG | $797.1k0.17% | First filing |
| LAM RESEARCH CORP LRCX | $790.2k0.17% | First filing |
| ISHARES INC IEMG | $779.4k0.17% | First filing |
| INVESCO DB COMMDY INDX TRCK DBC | $778.0k0.17% | First filing |
| ILLINOIS TOOL WKS INC ITW | $771.2k0.16% | First filing |
| ISHARES TR IGF | $759.6k0.16% | First filing |
| UBS GROUP AG UBS | $757.3k0.16% | First filing |
| PNC FINL SVCS GROUP INC PNC | $747.8k0.16% | First filing |
| SCHWAB STRATEGIC TR SCHF | $738.9k0.16% | First filing |
| AUTOMATIC DATA PROCESSING IN ADP | $735.9k0.16% | First filing |
| SONY GROUP CORP SONY | $731.2k0.16% | First filing |
| UNITEDHEALTH GROUP INC UNH | $713.4k0.15% | First filing |
| KLA CORP KLAC | $713.1k0.15% | First filing |
| MORGAN STANLEY MS | $697.3k0.15% | First filing |
| KINROSS GOLD CORP KGC | $684.5k0.15% | First filing |
| QUALCOMM INC QCOM | $683.0k0.15% | First filing |
| PACCAR INC PCAR | $681.5k0.15% | First filing |
| STARBUCKS CORP SBUX | $672.3k0.14% | First filing |
| MCKESSON CORP MCK | $668.6k0.14% | First filing |
| BOOKING HOLDINGS INC BKNG | $648.0k0.14% | First filing |
| UNION PAC CORP UNP | $646.3k0.14% | First filing |
| FERRARI N V RACE | $645.3k0.14% | First filing |
| SCHWAB CHARLES CORP SCHW | $632.1k0.13% | First filing |
| PALO ALTO NETWORKS INC PANW | $626.7k0.13% | First filing |
| INTUITIVE SURGICAL INC ISRG | $621.3k0.13% | First filing |
| NEXTERA ENERGY INC NEE | $613.9k0.13% | First filing |
| PEPSICO INC PEP | $610.3k0.13% | First filing |
| S&P GLOBAL INC SPGI | $601.5k0.13% | First filing |
| PROGRESSIVE CORP PGR | $599.4k0.13% | First filing |
| SALESFORCE INC CRM | $593.9k0.13% | First filing |
| HARTFORD INSURANCE GROUP INC HIG | $593.4k0.13% | First filing |
| TEXAS INSTRS INC TXN | $592.6k0.13% | First filing |
| NOVO-NORDISK A S NVO | $591.5k0.13% | First filing |
| CITIGROUP INC C | $585.8k0.12% | First filing |
| MCDONALDS CORP MCD | $583.8k0.12% | First filing |
| LINDE PLC LIN | $581.6k0.12% | First filing |
| DEERE & CO DE | $577.3k0.12% | First filing |
| WELLS FARGO CO NEW WFC | $575.6k0.12% | First filing |