StreetAlpha
13F holdings · Q2 2026

Basecamp Wealth Advisors

Bellevue, WA · files as Basecamp Wealth Advisors LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 2115254

Basecamp Wealth Advisors reported 1,822 stocks worth $537M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VTI (18.6%), VEU (12.9%) and VT (3.4%). Compared with Q1 2026, the fund added to AAPL, NVDA and GOOGL, trimmed VTI, VEU and VT and sold out of TIP, BITW and XLE.

Reported value$537M+11.2% vs last quarter
Stocks held1,8222 new · 193 sold out
Top 5 weight41.3%fairly concentrated
Turnover4%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 3 qtrsHeld
1
VTI
Vanguard Total Stock Market ETF
$100M18.6%271K−4,461 (−2%)3 of 3
2
VEU
Vanguard Intl Equity Index F
$69.2M12.9%827K−24K (−3%)3 of 3
3
VT
Vanguard Total World
$18M3.4%115K−2,862 (−2%)3 of 3
4
LLY
Eli Lilly & Co
$17.4M3.2%14KNo change3 of 3
5
MSFT
Microsoft Corp
$17.1M3.2%46K−785 (−2%)3 of 3
6
AAPL
Apple Inc
$17.1M3.2%59K+152 (+0%)3 of 3
7
NVDA
Nvidia Corporation
$16.7M3.1%83K+112 (+0%)3 of 3
8
VWO
Vanguard Intl Equity Index F
$12.7M2.4%213KNo change3 of 3
9
GOOGL
Alphabet Inc
$9M1.7%25K+108 (+0%)3 of 3
10
AMZN
Amazon Com Inc
$8.7M1.6%36KNo change3 of 3
🔒 1812 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
TIP
Ishares Tips Bond ETF
$1.4M12K
BITW
Bitwise 10 Crypto Index ETF
$531K12K
HONEYWELL INTL INC
$168K742
XLE
Select Sector Spdr TR
$140K2,278
CTRA
Coterra Energy Inc
$119K3,378

🔒 Free account: see all 30.

Reported value

last 3 quarters
$469MQ4 '25
$483MQ1 '26
$537MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

Basecamp Wealth Advisors 13F FAQ

What does Basecamp Wealth Advisors own?

Basecamp Wealth Advisors reported 1,822 stocks worth $537M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VTI (18.6%), VEU (12.9%) and VT (3.4%). The table above lists every position in the filing (the top 10 without an account).

What did Basecamp Wealth Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 2 new positions, 651 added to, 539 trimmed and 193 sold out. It sold all of TIP, BITW and XLE.

When will Basecamp Wealth Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Basecamp Wealth Advisors's portfolio worth?

The Q2 2026 filing reports $537M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.