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Basecamp Wealth Advisors - Q1 2026 13F Filings

BA

Basecamp Wealth Advisors LLC

CIK: 0002115254
Address: Washington Bellevue 10900 Ne 8Th Street
$483.33 M
Portfolio Value
2013
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 06/24/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VEU Vanguard Ftse All-World Ex-Us Index Fund
+$7.54 M
2. VT Vanguard Total World Stock Etf
+$5.31 M
3. VTI Vanguard Total Stock Market Etf
+$2.87 M
4. VOO Vanguard S&P 500 Etf
+$2.28 M
5. VWO Vanguard Ftse Emerging Markets Etf
+$1.75 M

Top Sells

Q1 2026
1. MSFT Microsoft Corporation
−$660,013.11
2. FBTC Fidelity Wise Origin Bitcoin Fund
−$337,777.72
3. CYBR Cyberark Software
−$143,631
4. IAU Ishares Gold Trust
−$94,419.38
5. DBC Invesco Db Commodity Index Tracking Fund
−$84,620.82

Asset Allocation

Stocks/ETFs
+2.88%
$475.45 M 98.37%
Options
$0 0.00%
Debt
$0 0.00%
Other
+7.30%
$7.88 M 1.63%

Sector Allocation (Stocks)

Basecamp Wealth Advisors Q1 2026 Filing Summary

Basecamp Wealth Advisors LLC filed its 13F report for Q1 2026 on June 24, 2026. The portfolio totaled 483.33 M reflecting a +2.95% change from the prior quarter, spanning 2,013 assets. The top 10 holdings comprised 53.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 444 new positions and 183 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Basecamp Wealth Advisors’s Q1 2026 Filing

Basecamp Wealth Advisors submitted their Form 13F-HR for the Q1 2026 period on 06/24/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Basecamp Wealth Advisors reported a managed portfolio value of 483.33 M, consisting of 2,015 individual positions.

This page displays the raw filing documents. To see which stocks Basecamp Wealth Advisors bought or sold during Q1 2026, please visit Basecamp Wealth Advisors's Portfolio Analysis page.