2026 Q2 Portfolio Activity
In 2026 Q2, Basecamp Wealth Advisors LLC maintained a portfolio of 2128 distinct positions. The most significant new addition was ASTRAZENECA PLC ORD USD0.25 IS, now representing 0.24% of the total fund value. They heavily accumulated shares in VANGUARD INTL EQUITY INDEX FDS, increasing the position by 10.1%.
Position History
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Total Positions
2128
Quarter
2026 Q2
Top Holding
VTI (18.7%)
Top 10 Concentration
53.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2128
Basecamp Wealth Advisors LLC Full Holdings List — 2026 Q2
| 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 | 18.65% | 19.03% |
#1
Prev: #1
|
6.5 |
—
|
4,479 | 1.7% |
P
S
|
270,908 | $100,246,618 |
$320.72
+17.4%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
VEU
VANGUARD INTL E...
|
ETF | 12.88% | 11.76% |
#2
Prev: #2
|
7.5 |
—
|
75,963 | 10.1% |
P
S
|
826,521 | $69,221,133 |
$75.58
+13.4%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
VT
VANGUARD INTL E...
|
ETF | 3.35% | 2.38% |
#3
4
Prev: #7
|
4.8 |
—
|
35,541 | 44.8% |
P
S
|
114,837 | $18,023,686 |
$143.74
+11.8%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
LLY
ELI LILLY &CO C...
|
Healthcare | 3.23% | 3.31% |
#4
1
Prev: #5
|
2.3 |
—
|
35 | 0.2% |
P
S
|
14,478 | $17,365,084 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.18% | 4.99% |
#5
2
Prev: #3
|
2.3 |
—
|
-2,568 | -5.3% |
P
S
|
45,880 | $17,114,158 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 3.18% | 3.37% |
#6
2
Prev: #4
|
1.8 |
—
|
816 | 1.4% |
P
S
|
59,064 | $17,090,646 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.10% | 3.30% |
#7
1
Prev: #6
|
1.7 |
—
|
423 | 0.5% |
P
S
|
83,377 | $16,682,980 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.37% | 2.07% |
#8
Prev: #8
|
2.9 |
—
|
32,332 | 17.9% |
P
S
|
213,221 | $12,727,161 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 1.67% | 1.67% |
#9
1
Prev: #10
|
1.2 |
—
|
55 | 0.2% |
P
S
|
25,127 | $8,979,551 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 1.61% | 1.78% |
#10
1
Prev: #9
|
1.1 |
—
|
118 | 0.3% |
P
S
|
36,396 | $8,674,584 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 1.33% | 1.34% |
#11
1
Prev: #12
|
1.0 |
—
|
183 | 0.9% |
P
S
|
20,298 | $7,171,737 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PHYS
SPROTT PHYSICAL...
|
Unknown | 1.13% | 1.43% |
#12
1
Prev: #11
|
1.0 |
—
|
-1,899 | -0.9% |
P
S
|
201,458 | $6,077,976 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VXUS
VANGUARD TOTAL ...
|
Bond/Debt | 1.10% | 1.11% |
#13
Prev: #13
|
1.4 |
—
|
no change | no change |
P
S
|
69,284 | $5,923,089 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IWV
ISHARES RUSSELL...
|
ETF | 1.02% | 1.06% |
#14
Prev: #14
|
0.9 |
—
|
7 | 0.1% |
P
S
|
12,875 | $5,489,900 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IWB
ISHARES RUSSELL...
|
ETF | 0.94% | 0.99% |
#15
Prev: #15
|
0.9 |
—
|
-75 | -0.6% |
P
S
|
12,360 | $5,061,420 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 0.88% | 0.93% |
#16
Prev: #16
|
1.4 |
—
|
no change | no change |
P
S
|
45,549 | $4,731,630 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVGO
BROADCOM INC CO...
|
Technology | 0.78% | 0.80% |
#17
1
Prev: #18
|
0.8 |
—
|
242 | 2.2% |
P
S
|
11,084 | $4,186,861 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.77% | 0.21% |
#18
31
Prev: #49
|
2.3 |
—
|
204 | 6.0% |
P
S
|
3,581 | $4,134,034 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.76% | 0.56% |
#19
3
Prev: #22
|
0.8 |
—
|
-72 | -0.8% |
P
S
|
8,569 | $4,092,522 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.69% | 0.92% |
#20
3
Prev: #17
|
0.8 |
—
|
-10 | -0.2% |
P
S
|
6,549 | $3,688,986 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.62% | 0.26% |
#21
19
Prev: #40
|
0.7 |
—
|
131 | 2.3% |
P
S
|
5,778 | $3,356,498 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.62% | 0.70% |
#22
2
Prev: #20
|
0.7 |
—
|
-43 | -0.4% |
P
S
|
10,141 | $3,319,512 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ASML
ASML HOLDING NV...
|
Technology | 0.60% | 0.38% |
#23
4
Prev: #27
|
0.7 |
—
|
-25 | -1.5% |
P
S
|
1,625 | $3,232,840 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSLA
TESLA INC COM
|
Consumer Cyclical | 0.59% | 0.70% |
#24
5
Prev: #19
|
0.7 |
—
|
237 | 3.2% |
P
S
|
7,591 | $3,192,960 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VEA
VANGUARD DEVELO...
|
ETF | 0.56% | 0.57% |
#25
4
Prev: #21
|
1.2 |
—
|
no change | no change |
P
S
|
42,509 | $3,028,766 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.55% | 0.06% |
#26
157
Prev: #183
|
3.2 |
—
|
3,835 | 850.3% |
P
S
|
4,286 | $2,943,584 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.44% | 0.51% |
#27
3
Prev: #24
|
0.7 |
—
|
47 | 1.0% |
P
S
|
4,772 | $2,387,861 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMAT
APPLIED MATERIA...
|
Technology | 0.44% | 0.18% |
#28
32
Prev: #60
|
0.7 |
—
|
20 | 0.6% |
P
S
|
3,286 | $2,375,721 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 0.43% | 0.53% |
#29
6
Prev: #23
|
0.7 |
—
|
-247 | -3.5% |
P
S
|
6,808 | $2,335,757 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.38% | 0.17% |
#30
34
Prev: #64
|
0.7 |
—
|
102 | 2.2% |
P
S
|
4,718 | $2,044,451 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABBV
ABBVIE INC COM ...
|
Healthcare | 0.36% | 0.38% |
#31
5
Prev: #26
|
0.6 |
—
|
-18 | -0.2% |
P
S
|
7,722 | $1,943,164 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CAT
CATERPILLAR INC...
|
Industrials | 0.34% | 0.21% |
#32
16
Prev: #48
|
0.6 |
—
|
7 | 0.4% |
P
S
|
1,717 | $1,828,433 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KLAC
KLA CORP COM NE...
|
Technology | 0.33% | 0.15% |
#33
42
Prev: #75
|
3.1 |
—
|
5,212 | 887.9% |
P
S
|
5,799 | $1,749,586 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.33% | 0.33% |
#34
4
Prev: #30
|
0.6 |
—
|
-13 | -0.7% |
P
S
|
1,728 | $1,747,647 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTC
INTEL CORP COM ...
|
Technology | 0.32% | 0.09% |
#35
101
Prev: #136
|
2.1 |
—
|
862 | 7.4% |
P
S
|
12,438 | $1,736,718 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVS
NOVARTIS AG SPO...
|
Healthcare | 0.32% | 0.32% |
#36
5
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
10,959 | $1,717,494 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 0.31% | 0.40% |
#37
12
Prev: #25
|
0.6 |
—
|
-1,071 | -4.6% |
P
S
|
22,091 | $1,668,091 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLW
CORNING INC
|
Technology | 0.29% | 0.11% |
#38
68
Prev: #106
|
0.6 |
—
|
97 | 1.6% |
P
S
|
6,082 | $1,553,525 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JNJ
JOHNSON &JOHNSO...
|
Healthcare | 0.27% | 0.26% |
#39
2
Prev: #41
|
0.6 |
—
|
-6 | -0.1% |
P
S
|
5,803 | $1,473,788 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WMT
WALMART INC COM
|
Consumer Defensive | 0.27% | 0.30% |
#40
8
Prev: #32
|
0.6 |
—
|
-6 | -0.0% |
P
S
|
12,747 | $1,443,725 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.26% | 0.28% |
#41
6
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
1,521 | $1,422,850 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CSCO
CISCO SYSTEMS I...
|
Technology | 0.26% | 0.20% |
#42
9
Prev: #51
|
0.6 |
—
|
22 | 0.2% |
P
S
|
12,011 | $1,410,777 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EEM
ISHARES TRUST M...
|
ETF | 0.26% | 0.24% |
#43
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
20,270 | $1,386,671 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.26% | 0.13% |
#44
42
Prev: #86
|
2.1 |
—
|
646 | 19.0% |
P
S
|
4,048 | $1,380,449 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.25% | 0.25% |
#45
3
Prev: #42
|
0.6 |
—
|
-24 | -0.2% |
P
S
|
9,917 | $1,355,802 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RTX
RTX CORPORATION...
|
Industrials | 0.25% | 0.28% |
#46
9
Prev: #37
|
0.6 |
—
|
72 | 1.0% |
P
S
|
7,119 | $1,350,688 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.25% | 0.28% |
#47
13
Prev: #34
|
0.6 |
—
|
7 | 0.2% |
P
S
|
3,820 | $1,347,238 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AZNCF
ASTRAZENECA PLC...
|
Unknown | 0.24% | — |
#48
Prev: #—
|
3.6 |
—
|
6,666 | — |
NEW
|
6,666 | $1,264,007 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.22% | 0.34% |
#49
21
Prev: #28
|
0.6 |
—
|
66 | 0.8% |
P
S
|
8,216 | $1,204,055 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ASX
ASE TECHNOLOGY ...
|
Technology | 0.22% | 0.09% |
#50
93
Prev: #143
|
2.1 |
—
|
1,465 | 5.8% |
P
S
|
26,554 | $1,198,116 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 2128 holdings