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

$483.3m reported value +3.0% vs Q4 2025

2,015positions

52.7%in top 10

451 new 509 added 483 reduced 188 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	275,369	$88.3m18.28%	18.28%	Added +8.9k	+8,940 3.4%
2	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	850,997	$63.9m13.22%	13.22%	Added +100.4k	+100,439 13.4%
3	MICROSOFT CORP COM MSFT	MSFT	46,665	$17.3m3.57%	3.57%	Reduced -1.8k	-1,783 -3.7%
4	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	117,699	$16.3m3.37%	3.37%	Added +38.4k	+38,403 48.4%
5	APPLE INC COM AAPL	AAPL	58,912	$15.0m3.09%	3.09%	Added +664	+664 1.1%
6	NVIDIA CORPORATION COM NVDA	NVDA	83,265	$14.5m3.00%	3.00%	Added +311	+311 0.4%
7	ELI LILLY & CO COM LLY	LLY	14,474	$13.3m2.75%	2.75%	Added +31	+31 0.2%
8	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	213,221	$11.5m2.38%	2.38%	Added +32.3k	+32,332 17.9%
9	AMAZON COM INC COM AMZN	AMZN	36,403	$7.6m1.57%	1.57%	Added +125	+125 0.3%
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	25,019	$7.2m1.49%	1.49%	Reduced -53	-53 -0.2%
11	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	201,458	$7.1m1.48%	1.48%	Reduced -1.9k	-1,899 -0.9%
12	ALPHABET INC CAP STK CL C GOOG	GOOG	20,238	$5.8m1.20%	1.20%	Added +123	+123 0.6%
13	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	69,284	$5.3m1.11%	1.11%	Unchanged
14	ISHARES TR RUSSELL 3000 ETF IWV	IWV	12,894	$4.8m0.99%	0.99%	Added +26	+26 0.2%
15	ISHARES TR RUS 1000 ETF IWB	IWB	12,435	$4.4m0.92%	0.92%	Unchanged
16	ISHARES TR MSCI EAFE ETF EFA	EFA	45,549	$4.4m0.92%	0.92%	Unchanged
17	META PLATFORMS INC CL A META	META	6,570	$3.8m0.78%	0.78%	Added +11	+11 0.2%
18	BROADCOM INC COM AVGO	AVGO	11,060	$3.4m0.71%	0.71%	Added +218	+218 2.0%
19	JPMORGAN CHASE & CO COM JPM	JPM	10,148	$3.0m0.62%	0.62%	Reduced -36	-36 -0.3%
20	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	8,582	$2.9m0.60%	0.60%	Reduced -59	-59 -0.7%
21	TESLA INC COM TSLA	TSLA	7,472	$2.8m0.57%	0.57%	Added +118	+118 1.6%
22	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	42,509	$2.7m0.56%	0.56%	Unchanged
23	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,271	$2.6m0.53%	0.53%	Added +3.8k	+3,820 847.0%
24	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,727	$2.3m0.47%	0.47%	Added +2	+2 0.0%
25	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,625	$2.1m0.44%	0.44%	Reduced -25	-25 -1.5%
26	VISA INC COM CL A V	V	7,059	$2.1m0.44%	0.44%	Added +4	+4 0.1%
27	ISHARES GOLD TR ISHARES NEW IAU	IAU	22,091	$1.9m0.40%	0.40%	Reduced -1.1k	-1,071 -4.6%
28	EXXON MOBIL CORP COM XOM	XOM	9,925	$1.7m0.35%	0.35%	Reduced -16	-16 -0.2%
29	ABBVIE INC COM ABBV	ABBV	7,724	$1.7m0.35%	0.35%	Reduced -16	-16 -0.2%
30	NOVARTIS AG SPONSORED ADR NVS	NVS	10,959	$1.7m0.35%	0.35%	Unchanged
31	WALMART INC COM WMT	WMT	12,752	$1.6m0.33%	0.33%	Reduced -1	-1 -0.0%
32	COSTCO WHSL CORP NEW COM COST	COST	1,535	$1.5m0.32%	0.32%	Added +14	+14 0.9%
33	JOHNSON & JOHNSON COM JNJ	JNJ	5,958	$1.5m0.30%	0.30%	Added +149	+149 2.6%
34	GOLDMAN SACHS GROUP INC COM GS	GS	1,716	$1.5m0.30%	0.30%	Reduced -25	-25 -1.4%
35	ISHARES TR TIPS BD ETF TIP	TIP	12,448	$1.4m0.28%	0.28%	New
36	MASTERCARD INCORPORATED CL A MA	MA	2,739	$1.4m0.28%	0.28%	Added +6	+6 0.2%
37	RTX CORPORATION COM RTX	RTX	7,047	$1.4m0.28%	0.28%	Unchanged
38	NETFLIX INC COM NFLX	NFLX	13,866	$1.3m0.28%	0.28%	Added +42	+42 0.3%
39	ASTRAZENECA PLC ORD AZN	AZN	6,666	$1.3m0.27%	0.27%	New
40	HOME DEPOT INC COM HD	HD	3,802	$1.3m0.26%	0.26%	Reduced -11	-11 -0.3%
41	CATERPILLAR INC COM CAT	CAT	1,710	$1.2m0.25%	0.25%	Unchanged
42	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	8,192	$1.2m0.25%	0.25%	Added +205	+205 2.6%
43	MICRON TECHNOLOGY INC COM MU	MU	3,529	$1.2m0.25%	0.25%	Added +152	+152 4.5%
44	ORACLE CORP COM ORCL	ORCL	8,083	$1.2m0.25%	0.25%	Reduced -67	-67 -0.8%
45	ISHARES TR MSCI EMG MKT ETF EEM	EEM	20,270	$1.2m0.24%	0.24%	Unchanged
46	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,652	$1.1m0.24%	0.24%	Added +5	+5 0.1%
47	APPLIED MATLS INC COM AMAT	AMAT	3,288	$1.1m0.23%	0.23%	Added +22	+22 0.7%
48	CHEVRON CORP NEW COM CVX	CVX	5,241	$1.1m0.22%	0.22%	Added +8	+8 0.1%
49	TJX COS INC NEW COM TJX	TJX	6,651	$1.1m0.22%	0.22%	Reduced -4	-4 -0.1%
50	BLACKROCK RES & COMMODITIES SHS BCX	BCX	86,764	$1.0m0.22%	0.22%	New
51	AMGEN INC COM AMGN	AMGN	2,924	$1.0m0.21%	0.21%	Unchanged
52	AMERICAN EXPRESS CO COM AXP	AXP	3,367	$1.0m0.21%	0.21%	Reduced -7	-7 -0.2%
53	SHELL PLC SPON ADS SHEL	SHEL	10,887	$1.0m0.21%	0.21%	Reduced -55	-55 -0.5%
54	VANGUARD INDEX FDS VALUE ETF VTV	VTV	5,136	$1.0m0.21%	0.21%	Added +321	+321 6.7%
55	MERCK & CO INC COM MRK	MRK	8,202	$986.7k0.20%	0.20%	Added +136	+136 1.7%
56	LAM RESEARCH CORP COM NEW LRCX	LRCX	4,598	$982.4k0.20%	0.20%	Reduced -18	-18 -0.4%
57	ABRDN PLATINUM ETF TRUST PHYSCL PLATM SHS PPLT	PPLT	5,425	$966.9k0.20%	0.20%	New
58	CISCO SYS INC COM CSCO	CSCO	12,011	$931.9k0.19%	0.19%	Added +22	+22 0.2%
59	INVESCO DB COMMDY INDX TRCK UNIT DBC	DBC	31,873	$922.7k0.19%	0.19%	Reduced -2.9k	-2,923 -8.4%
60	BANK AMERICA CORP COM BAC	BAC	18,829	$917.9k0.19%	0.19%	Reduced -55	-55 -0.3%
61	COCA COLA CO COM KO	KO	11,676	$888.0k0.18%	0.18%	Reduced -348	-348 -2.9%
62	SPDR GOLD TR GOLD SHS GLD	GLD	2,008	$864.2k0.18%	0.18%	New
63	TOYOTA MOTOR CORP ADS TM	TM	4,161	$857.5k0.18%	0.18%	Reduced -8	-8 -0.2%
64	KLA CORP COM NEW KLAC	KLAC	574	$845.0k0.17%	0.17%	Reduced -13	-13 -2.2%
65	ISHARES TR GLB INFRASTR ETF IGF	IGF	12,380	$829.5k0.17%	0.17%	Unchanged
66	CORNING INC COM GLW	GLW	6,091	$828.2k0.17%	0.17%	Added +106	+106 1.8%
67	ILLINOIS TOOL WKS INC COM ITW	ITW	3,133	$815.5k0.17%	0.17%	Added +2	+2 0.1%
68	GE AEROSPACE COM NEW GE	GE	2,872	$815.0k0.17%	0.17%	Added +136	+136 5.0%
69	ISHARES INC CORE MSCI EMKT IEMG	IEMG	11,595	$808.8k0.17%	0.17%	Unchanged
70	PROCTER AND GAMBLE CO COM PG	PG	5,478	$791.2k0.16%	0.16%	Reduced -84	-84 -1.5%
71	UBER TECHNOLOGIES INC COM UBER	UBER	10,911	$784.8k0.16%	0.16%	Added +65	+65 0.6%
72	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	30,737	$760.7k0.16%	0.16%	Unchanged
73	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	6,343	$752.4k0.16%	0.16%	Reduced -18	-18 -0.3%
74	PNC FINL SVCS GROUP INC COM PNC	PNC	3,600	$749.1k0.15%	0.15%	Added +17	+17 0.5%
75	KINROSS GOLD CORP COM KGC	KGC	24,308	$741.9k0.15%	0.15%	Unchanged
76	SAP SE SPON ADR SAP	SAP	4,313	$738.4k0.15%	0.15%	Added +1	+1 0.0%
77	PACCAR INC COM PCAR	PCAR	6,223	$718.8k0.15%	0.15%	Unchanged
78	ABBOTT LABS COM ABT	ABT	6,955	$714.1k0.15%	0.15%	Reduced -1	-1 -0.0%
79	NEXTERA ENERGY INC COM NEE	NEE	7,665	$711.9k0.15%	0.15%	Added +18	+18 0.2%
80	MCKESSON CORP COM MCK	MCK	815	$705.1k0.15%	0.15%	Unchanged
81	DEERE & CO COM DE	DE	1,221	$687.8k0.14%	0.14%	Reduced -19	-19 -1.5%
82	STARBUCKS CORP COM SBUX	SBUX	7,579	$679.0k0.14%	0.14%	Reduced -405	-405 -5.1%
83	CONOCOPHILLIPS COM COP	COP	5,069	$669.2k0.14%	0.14%	Reduced -25	-25 -0.5%
84	SPDR INDEX SHS FDS GLB NAT RESRCE GNR	GNR	8,919	$666.0k0.14%	0.14%	New
85	TEXAS INSTRS INC COM TXN	TXN	3,416	$663.2k0.14%	0.14%	Unchanged
86	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	4,660	$659.0k0.14%	0.14%	Added +1.1k	+1,060 29.4%
87	PEPSICO INC COM PEP	PEP	4,231	$657.0k0.14%	0.14%	Reduced -21	-21 -0.5%
88	ANNALY CAPITAL MANAGEMENT IN COM NEW NLY	NLY	30,919	$653.9k0.14%	0.14%	Added +30.5k	+30,482 6975.3%
89	LINDE PLC SHS LIN	LIN	1,316	$652.4k0.13%	0.13%	Reduced -48	-48 -3.5%
90	PALO ALTO NETWORKS INC COM PANW	PANW	4,050	$649.2k0.13%	0.13%	Added +648	+648 19.1%
91	MORGAN STANLEY COM NEW MS	MS	3,928	$646.4k0.13%	0.13%	Unchanged
92	GE VERNOVA INC COM GEV	GEV	735	$641.4k0.13%	0.13%	Added +36	+36 5.2%
93	UBS GROUP AG SHS UBS	UBS	16,352	$638.9k0.13%	0.13%	Reduced -1	-1 -0.0%
94	UNION PAC CORP COM UNP	UNP	2,611	$633.5k0.13%	0.13%	Reduced -183	-183 -6.5%
95	UNITEDHEALTH GROUP INC COM UNH	UNH	2,262	$612.1k0.13%	0.13%	Added +101	+101 4.7%
96	SCHWAB CHARLES CORP COM SCHW	SCHW	6,327	$594.6k0.12%	0.12%	Unchanged
97	MCDONALDS CORP COM MCD	MCD	1,910	$593.6k0.12%	0.12%	Unchanged
98	FERRARI N V COM RACE	RACE	1,746	$590.9k0.12%	0.12%	Unchanged
99	SONY GROUP CORP SPONSORED ADR SONY	SONY	28,507	$590.1k0.12%	0.12%	Reduced -55	-55 -0.2%
100	CHURCH & DWIGHT CO INC COM CHD	CHD	6,273	$585.4k0.12%	0.12%	Reduced -65	-65 -1.0%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ASTRAZENECA PLC		6,668	$1.2m6.7k shares
CYBERARK SOFTWARE LTD CYBR	CYBR	322	$143.6k322 shares
QIAGEN NV QGEN	QGEN	2,686	$120.8k2.7k shares
ISHARES TR QUAL	QUAL	352	$69.9k352 shares
AVIDITY BIOSCIENCES INC RNA	RNA	754	$54.4k754 shares
VANECK ETF TRUST MOAT	MOAT	472	$48.9k472 shares
FIRSTENERGY CORP FE	FE	881	$39.4k881 shares
CADENCE BANK BXS	BXS	820	$35.1k820 shares
POTLATCHDELTIC CORPORATION PCH	PCH	765	$30.4k765 shares
SPDR SER TR SPSM	SPSM	513	$24.0k513 shares
ISHARES TR MUB	MUB	197	$21.1k197 shares
REDDIT INC RDDT	RDDT	83	$19.1k83 shares
CHARLES RIV LABS INTL INC CRL	CRL	94	$18.8k94 shares
EXACT SCIENCES CORP EXAS	EXAS	183	$18.6k183 shares
PINNACLE FINL PARTNERS INC		188	$17.9k188 shares
LOEWS CORP L	L	150	$15.8k150 shares
HYATT HOTELS CORP H	H	96	$15.4k96 shares
TALEN ENERGY CORP TLN	TLN	40	$15.0k40 shares
NEOS ETF TRUST BTCI	BTCI	323	$14.2k323 shares
UNITY SOFTWARE INC U	U	320	$14.1k320 shares
CELSIUS HLDGS INC CELH	CELH	272	$12.4k272 shares
APOLLO GLOBAL MGMT INC APO	APO	81	$11.7k81 shares
OMEGA HEALTHCARE INVS INC OHI	OHI	247	$11.0k247 shares
TRIMBLE INC TRMB	TRMB	137	$10.7k137 shares
SYNOVUS FINL CORP		214	$10.7k214 shares