Basecamp Wealth Advisors Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$483.3M
Q ending 2026-03-31
Prior quarter
$469.5M
Q ending 2025-12-31
Change
+3.0% QoQ
Positions
2,015
reported holdings

Largest positions

Top 100 of 2,015 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Index Fds Vanguard Total VTIShares$88.3M275K
Vanguard Intl Equity Index Fds AllVEUShares$63.9M851K
Microsoft CorpMSFTShares$17.3M47K
Vanguard Intl Equity Index Fds Tt VTShares$16.3M118K
Apple IncAAPLShares$15.0M59K
Nvidia Corporation ComNVDAShares$14.5M83K
Eli Lilly &Co ComLLYShares$13.3M14K
Vanguard Intl Equity Index Fds FtsVWOShares$11.5M213K
Amazon.Com IncAMZNShares$7.6M36K
Alphabet Inc Cap Stk Cl AGOOGLShares$7.2M25K
Sprott Physical Gold Trust Unit IsPHYSShares$7.1M201K
Alphabet Inc Cap Stk Cl CGOOGShares$5.8M20K
Vanguard Total International StockVXUSShares$5.3M69K
Ishares Russell 3000 EtfIWVShares$4.8M13K
Ishares Russell 1000 Index FundIWBShares$4.4M12K
Ishares Msci Eafe EtfEFAShares$4.4M46K
Meta Platforms Inc Class A Common METAShares$3.8M7K
Broadcom Inc ComAVGOShares$3.4M11K
Jpmorgan Chase &Co. ComJPMShares$3.0M10K
Taiwan Semiconductor ManufacturingTSMShares$2.9M9K
Tesla Inc ComTSLAShares$2.8M7K
Vanguard Developed Markets Index FVEAShares$2.7M43K
Vanguard Index Funds S&P 500 Etf UVOOShares$2.6M4K
Berkshire Hathaway Inc Com Usd0.00BRK/BShares$2.3M5K
Asml Holding Nv Eur0.09 Ny RegistrShares$2.1M2K
Visa IncVShares$2.1M7K
Ishares Gold Tr Ishares New Isin #IAUShares$1.9M22K
Exxon Mobil Corp ComXOMShares$1.7M10K
Abbvie Inc Com Usd0.01ABBVShares$1.7M8K
Novartis Ag Sponsored AdrNVSShares$1.7M11K
Walmart Inc ComWMTShares$1.6M13K
Costco Wholesale Corp ComCOSTShares$1.5M2K
Johnson &Johnson ComJNJShares$1.5M6K
Goldman Sachs Group Inc Com Usd0.0GSShares$1.5M2K
Ishares Tips Bond EtfTIPShares$1.4M12K
Mastercard Incorporated Cl AMAShares$1.4M3K
Rtx Corporation Com Usd1.00RTXShares$1.4M7K
Netflix IncNFLXShares$1.3M14K
Astrazeneca Plc Ord Usd0.25 Isin #Shares$1.3M7K
Home Depot IncHDShares$1.3M4K
Caterpillar Inc ComCATShares$1.2M2K
Palantir Technologies Inc Cl APLTRShares$1.2M8K
Micron Technology IncMUShares$1.2M4K
Oracle CorpORCLShares$1.2M8K
Ishares Trust Msci Emg Mkts Etf UsEEMShares$1.2M20K
Advanced Micro Devices IncAMDShares$1.1M6K
Applied Materials Inc Com Usd0.01AMATShares$1.1M3K
Chevron Corp New ComCVXShares$1.1M5K
Tjx Companies IncTJXShares$1.1M7K
Blackrock Res &Commodities St ShsBCXShares$1.0M87K
Amgen IncAMGNShares$1.0M3K
American Express Co Com Usd0.20AXPShares$1.0M3K
Shell Plc Spon Ads Ea Rep 2 Ord ShSHELShares$1.0M11K
Vanguard Index Fds Vanguard Value VTVShares$1.0M5K
Merck &Co. Inc ComMRKShares$987K8K
Lam Research Corp Com NewLRCXShares$982K5K
Abrdn Platinum Etf Trust Abrdn PhyPPLTShares$967K5K
Cisco Systems IncCSCOShares$932K12K
Invesco Db Commdy Indx Trck Fd UniDBCShares$923K32K
Bank America Corp ComBACShares$918K19K
Coca-Cola CoKOShares$888K12K
Spdr Gold Tr Gold ShsGLDShares$864K2K
Toyota Motor Corp Adr-Each Rep 10 TMShares$858K4K
Kla Corp Com NewKLACShares$845K574
Ishares Tr Glb Infrastr EtfIGFShares$829K12K
Corning IncGLWShares$828K6K
Illinois Tool Works Inc ComITWShares$815K3K
Ge Aerospace Com NewGEShares$815K3K
Ishares Core Msci Emerging MarketsIEMGShares$809K12K
Procter And Gamble Co ComPGShares$791K5K
Uber Technologies Inc ComUBERShares$785K11K
Schwab International Equity EtfSCHFShares$761K31K
Shopify Inc Com Npv Cl A Isin #Ca8SHOPShares$752K6K
Pnc Financial Services Group Com UPNCShares$749K4K
Kinross Gold Corp Com Npv Isin #CaKGCShares$742K24K
Sap Adr Rep 1 OrdSAPShares$738K4K
Paccar Inc Com Usd1.00PCARShares$719K6K
Abbott LaboratoriesABTShares$714K7K
Nextera Energy Inc Com Usd0.01NEEShares$712K8K
Mckesson CorpMCKShares$705K815
Deere & CoDEShares$688K1K
Starbucks Corp Com Usd0.001SBUXShares$679K8K
Conocophillips ComCOPShares$669K5K
Spdr Index Shares Funds State StreGNRShares$666K9K
Texas Instruments Inc Com Usd1.00TXNShares$663K3K
Ishares Tr Esg Aware Msci Usa EtfESGUShares$659K5K
Pepsico IncPEPShares$657K4K
Annaly Capital Management Inc Com NLYShares$654K31K
Linde Plc Com Eur0.001Shares$652K1K
Palo Alto Networks Inc Com Usd0.00PANWShares$649K4K
Morgan Stanley Com Usd0.01MSShares$646K4K
Ge Vernova Inc ComGEVShares$641K735
Ubs Group AgShares$639K16K
Union Pac Corp ComUNPShares$633K3K
Unitedhealth Group IncUNHShares$612K2K
Schwab Charles Corp ComSCHWShares$595K6K
Mcdonald S CorpMCDShares$594K2K
Ferrari N V Eur0.01 NewShares$591K2K
Sony Group Corporation Spon Ads EaSONYShares$590K29K
Church &Dwight Co Inc ComCHDShares$585K6K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.