2026 Q1 Portfolio Activity
In 2026 Q1, Basecamp Wealth Advisors LLC maintained a portfolio of 1752 distinct positions.
Position History
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Total Positions
1752
Quarter
2026 Q1
Top Holding
VTI (19.0%)
Top 10 Concentration
53.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1752
Basecamp Wealth Advisors LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 19.03% | — |
#1
Prev: #—
|
9.5 |
—
|
266,429 | — |
NEW
|
266,429 | $89,325,779 |
$320.81
+13.4%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | ||
|
VEU
VANGUARD INTL E...
|
ETF | 11.76% | — |
#2
Prev: #—
|
9.0 |
—
|
750,558 | — |
NEW
|
750,558 | $55,211,046 |
$74.75
+10.4%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 4.99% | — |
#3
Prev: #—
|
6.5 |
—
|
48,448 | — |
NEW
|
48,448 | $23,430,616 |
$369.37
-0.1%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | ||
|
AAPL
APPLE INC
|
Technology | 3.37% | — |
#4
Prev: #—
|
5.3 |
—
|
58,248 | — |
NEW
|
58,248 | $15,835,195 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
LLY
ELI LILLY &CO
|
Healthcare | 3.31% | — |
#5
Prev: #—
|
5.3 |
—
|
14,443 | — |
NEW
|
14,443 | $15,521,367 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.30% | — |
#6
Prev: #—
|
4.8 |
—
|
82,954 | — |
NEW
|
82,954 | $15,470,986 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
VT
VANGUARD INTL E...
|
ETF | 2.38% | — |
#7
Prev: #—
|
4.5 |
—
|
79,296 | — |
NEW
|
79,296 | $11,185,494 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.07% | — |
#8
Prev: #—
|
4.3 |
—
|
180,889 | — |
NEW
|
180,889 | $9,724,593 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.78% | — |
#9
Prev: #—
|
4.2 |
—
|
36,278 | — |
NEW
|
36,278 | $8,373,790 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.67% | — |
#10
Prev: #—
|
4.2 |
—
|
25,072 | — |
NEW
|
25,072 | $7,847,467 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
PHYS
SPROTT ASSET MA...
|
Unknown | 1.43% | — |
#11
Prev: #—
|
4.1 |
—
|
203,357 | — |
NEW
|
203,357 | $6,714,853 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.34% | — |
#12
Prev: #—
|
4.0 |
—
|
20,115 | — |
NEW
|
20,115 | $6,311,952 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.11% | — |
#13
Prev: #—
|
3.9 |
—
|
69,284 | — |
NEW
|
69,284 | $5,226,785 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
IWV
ISHARES TR
|
ETF | 1.06% | — |
#14
Prev: #—
|
3.9 |
—
|
12,868 | — |
NEW
|
12,868 | $4,977,986 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
IWB
ISHARES TR
|
ETF | 0.99% | — |
#15
Prev: #—
|
3.9 |
—
|
12,435 | — |
NEW
|
12,435 | $4,643,726 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
EFA
ISHARES TR
|
ETF | 0.93% | — |
#16
Prev: #—
|
3.9 |
—
|
45,549 | — |
NEW
|
45,549 | $4,374,070 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.92% | — |
#17
Prev: #—
|
3.9 |
—
|
6,559 | — |
NEW
|
6,559 | $4,329,709 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.80% | — |
#18
Prev: #—
|
3.8 |
—
|
10,842 | — |
NEW
|
10,842 | $3,752,475 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.70% | — |
#19
Prev: #—
|
3.8 |
—
|
7,354 | — |
NEW
|
7,354 | $3,307,439 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.70% | — |
#20
Prev: #—
|
3.8 |
—
|
10,184 | — |
NEW
|
10,184 | $3,281,614 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.57% | — |
#21
Prev: #—
|
3.7 |
—
|
42,509 | — |
NEW
|
42,509 | $2,655,537 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.56% | — |
#22
Prev: #—
|
3.7 |
—
|
8,641 | — |
NEW
|
8,641 | $2,625,847 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
V
VISA INC
|
Financial Services | 0.53% | — |
#23
Prev: #—
|
3.7 |
—
|
7,055 | — |
NEW
|
7,055 | $2,474,336 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.51% | — |
#24
Prev: #—
|
3.7 |
—
|
4,725 | — |
NEW
|
4,725 | $2,374,845 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.40% | — |
#25
Prev: #—
|
3.7 |
—
|
23,162 | — |
NEW
|
23,162 | $1,880,060 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.38% | — |
#26
Prev: #—
|
3.7 |
—
|
7,740 | — |
NEW
|
7,740 | $1,768,602 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
ASML
ASML HOLDING N ...
|
Technology | 0.38% | — |
#27
Prev: #—
|
3.7 |
—
|
1,650 | — |
NEW
|
1,650 | $1,765,269 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.34% | — |
#28
Prev: #—
|
3.6 |
—
|
8,150 | — |
NEW
|
8,150 | $1,588,517 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.33% | — |
#29
Prev: #—
|
3.6 |
—
|
2,733 | — |
NEW
|
2,733 | $1,560,215 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.33% | — |
#30
Prev: #—
|
3.6 |
—
|
1,741 | — |
NEW
|
1,741 | $1,530,339 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
NVS
NOVARTIS AG
|
Healthcare | 0.32% | — |
#31
Prev: #—
|
3.6 |
—
|
10,959 | — |
NEW
|
10,959 | $1,510,917 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.30% | — |
#32
Prev: #—
|
3.6 |
—
|
12,753 | — |
NEW
|
12,753 | $1,420,812 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.30% | — |
#33
Prev: #—
|
3.6 |
—
|
7,987 | — |
NEW
|
7,987 | $1,419,689 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.28% | — |
#34
Prev: #—
|
3.6 |
—
|
3,813 | — |
NEW
|
3,813 | $1,312,053 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.28% | — |
#35
Prev: #—
|
3.6 |
—
|
1,521 | — |
NEW
|
1,521 | $1,311,619 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
NFLX
NETFLIX INC
|
Communication Services | 0.28% | — |
#36
Prev: #—
|
3.6 |
—
|
13,824 | — |
NEW
|
13,824 | $1,296,110 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.28% | — |
#37
Prev: #—
|
3.6 |
—
|
7,047 | — |
NEW
|
7,047 | $1,292,420 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.27% | — |
#38
Prev: #—
|
3.6 |
—
|
3,374 | — |
NEW
|
3,374 | $1,248,211 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
AZN
ASTRAZENECA PLC
|
Healthcare | 0.26% | — |
#39
Prev: #—
|
3.6 |
—
|
13,336 | — |
NEW
|
13,336 | $1,225,983 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.26% | — |
#40
Prev: #—
|
3.6 |
—
|
5,647 | — |
NEW
|
5,647 | $1,209,362 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
JNJ
JOHNSON &JOHNSO...
|
Healthcare | 0.26% | — |
#41
Prev: #—
|
3.6 |
—
|
5,809 | — |
NEW
|
5,809 | $1,202,086 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.25% | — |
#42
Prev: #—
|
3.6 |
—
|
9,941 | — |
NEW
|
9,941 | $1,196,343 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
EEM
ISHARES TR
|
ETF | 0.24% | — |
#43
Prev: #—
|
3.6 |
—
|
20,270 | — |
NEW
|
20,270 | $1,108,972 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
SAP
SAP SE
|
Technology | 0.22% | — |
#44
Prev: #—
|
3.6 |
—
|
4,312 | — |
NEW
|
4,312 | $1,047,428 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.22% | — |
#45
Prev: #—
|
3.6 |
—
|
18,884 | — |
NEW
|
18,884 | $1,038,642 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.22% | — |
#46
Prev: #—
|
3.6 |
—
|
6,361 | — |
NEW
|
6,361 | $1,023,882 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.22% | — |
#47
Prev: #—
|
3.6 |
—
|
6,655 | — |
NEW
|
6,655 | $1,022,227 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.21% | — |
#48
Prev: #—
|
3.6 |
—
|
1,710 | — |
NEW
|
1,710 | $979,608 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.21% | — |
#49
Prev: #—
|
3.6 |
—
|
3,377 | — |
NEW
|
3,377 | $963,850 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.20% | — |
#50
Prev: #—
|
3.6 |
—
|
2,924 | — |
NEW
|
2,924 | $957,054 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-24 |
Showing 1-50 of 1752 holdings