Basecamp Wealth Advisors LLC holds a focused book of 1822 reported positions worth $537.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened First Citizens BCSHS -CL A and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 19% of the reported non-option book. Cloning the disclosed picks since 2026 would be +5%. That is a simulation of the disclosed long book, not audited returns.
Basecamp Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +9.0%, a 3.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Basecamp Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
55% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Basecamp Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| BlueSpruce Investments, LP | 12 / 80 | $643.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Prospect Hill Management, LLC | 12 / 80 | $250.1M |
| Howard Hughes Medical Institute | 22 / 80 | $428.3M |
| Stuart Investment Advisors, Inc. | 13 / 80 | $238.3M |
| Evelyn Partners Group Ltd | 66 / 80 | $44.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Basecamp Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS Vanguard Total STK MKT ETF TOTAL STK MKT | $100.2M | 270.9K | 18.7% | ▼−1.6% Reduced · −4K sh | |
| 2 | Vanguard Intl Equity Index FDS Allwrld Ex US ALLWRLD EX US | $69.2M | 826.5K | 12.9% | ▼−2.9% Reduced · −24K sh | |
| 3 | Vanguard Intl Equity Index FDS TT WRLD ST ETF TT WRLD ST ETF | $18.0M | 114.8K | 3.4% | ▼−2.4% Reduced · −3K sh | |
| 4 | Eli Lilly &CO Com COM | $17.4M | 14.5K | 3.2% | ▲~0% Added · +4 sh | |
| 5 | Microsoft Corp COM | $17.1M | 45.9K | 3.2% | ▼−1.7% Reduced · −785 sh | |
| 6 | Apple Inc COM | $17.1M | 59.1K | 3.2% | ▲+0.3% Added · +152 sh | |
| 7 | Nvidia Corporation Com COM | $16.7M | 83.4K | 3.1% | ▲+0.1% Added · +112 sh | |
| 8 | Vanguard Intl Equity Index FDS Ftse Emr MKT ETF FTSE EMR MKT ETF | $12.7M | 213.2K | 2.4% | —Held | |
| 9 | Alphabet Inc Cap STK CL A CAP STK CL A | $9.0M | 25.1K | 1.7% | ▲+0.4% Added · +108 sh | |
| 10 | Amazon.com Inc COM | $8.7M | 36.4K | 1.6% | ▼~0% Reduced · −7 sh | |
| 11 | Alphabet Inc Cap STK CL C CAP STK CL C | $7.2M | 20.3K | 1.3% | ▲+0.3% Added · +60 sh | |
| 12 | Sprott Physical Gold Trust Unit Isin #Ca85207h1047 Sedol #Byvw239 PHYSICAL GOLD TR | $6.1M | 201.5K | 1.1% | —Held | |
| 13 | Vanguard Total International Stock Index Fund VG TL INTL STK F | $5.9M | 69.3K | 1.1% | —Held | |
| 14 | Ishares Russell 3000 ETF RUSSELL 3000 ETF | $5.5M | 12.9K | 1.0% | ▼−0.1% Reduced · −19 sh | |
| 15 | Ishares Russell 1000 Index Fund RUS 1000 ETF | $5.1M | 12.4K | 0.9% | ▼−0.6% Reduced · −75 sh | |
| 16 | Ishares Msci Eafe ETF MSCI EAFE ETF | $4.7M | 45.5K | 0.9% | —Held | |
| 17 | Broadcom Inc Com COM | $4.2M | 11.1K | 0.8% | ▲+0.2% Added · +24 sh | |
| 18 | Micron Technology Inc COM | $4.1M | 3.6K | 0.8% | ▲+1.5% Added · +52 sh | |
| 19 | Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord TWD10 SPONSORED ADS | $4.1M | 8.6K | 0.8% | ▼−0.1% Reduced · −13 sh | |
| 20 | Meta Platforms Inc Class A Common Stock CL A | $3.7M | 6.5K | 0.7% | ▼−0.3% Reduced · −21 sh | |
| 21 | Advanced Micro Devices Inc COM | $3.4M | 5.8K | 0.6% | ▲+2.2% Added · +126 sh | |
| 22 | JPMorgan Chase &CO. Com COM | $3.3M | 10.1K | 0.6% | ▼−0.1% Reduced · −7 sh | |
| 23 | ASML Holding NV Eur0.09 NY Registry SHS 2012 N Y REGISTRY SHS | $3.2M | 1.6K | 0.6% | —Held | |
| 24 | Tesla Inc Com COM | $3.2M | 7.6K | 0.6% | ▲+1.6% Added · +119 sh | |
| 25 | Vanguard Developed Markets Index Fund ETF VAN FTSE DEV MKT | $3.0M | 42.5K | 0.6% | —Held | |
| 26 | Vanguard Index Funds S&P 500 ETF Usd S&P 500 ETF SHS | $2.9M | 4.3K | 0.5% | ▲+0.3% Added · +15 sh | |
| 27 | Berkshire Hathaway Inc Com Usd0.0033 Class B CL B NEW | $2.4M | 4.8K | 0.4% | ▲+0.9% Added · +45 sh | |
| 28 | Applied Materials Inc Com Usd0.01 COM | $2.4M | 3.3K | 0.4% | ▼−0.1% Reduced · −2 sh | |
| 29 | Visa Inc COM CL A | $2.3M | 6.8K | 0.4% | ▼−3.5% Reduced · −251 sh | |
| 30 | Lam Research Corp Com New COM NEW | $2.0M | 4.7K | 0.4% | ▲+2.6% Added · +120 sh | |
| 31 | Abbvie Inc Com Usd0.01 COM | $1.9M | 7.7K | 0.4% | ▼~0% Reduced · −2 sh | |
| 32 | Caterpillar Inc Com COM | $1.8M | 1.7K | 0.3% | ▲+0.4% Added · +7 sh | |
| 33 | Kla Corp Com New COM NEW | $1.7M | 5.8K | 0.3% | ▲10× Added · +5K sh | |
| 34 | Goldman Sachs Group Inc Com Usd0.01 COM | $1.7M | 1.7K | 0.3% | ▲+0.7% Added · +12 sh | |
| 35 | Intel Corp Com Usd0.001 COM | $1.7M | 12.4K | 0.3% | ▲+5.3% Added · +629 sh | |
| 36 | Novartis AG Sponsored ADR SPONSORED ADR | $1.7M | 11.0K | 0.3% | —Held | |
| 37 | Ishares Gold TR Ishares New Isin #Us4642852044 Sedol #BKP74N6 ISHARES NEW | $1.7M | 22.1K | 0.3% | —Held | |
| 38 | Corning Inc COM | $1.6M | 6.1K | 0.3% | ▼−0.1% Reduced · −9 sh | |
| 39 | Johnson &Johnson Com COM | $1.5M | 5.8K | 0.3% | ▼−2.6% Reduced · −155 sh | |
| 40 | Walmart Inc Com COM | $1.4M | 12.7K | 0.3% | ▼~0% Reduced · −5 sh | |
| 41 | Costco Wholesale Corp Com COM | $1.4M | 1.5K | 0.3% | ▼−0.9% Reduced · −14 sh | |
| 42 | Cisco Systems Inc COM | $1.4M | 12.0K | 0.3% | —Held | |
| 43 | Ishares Trust Msci Emg MKTS ETF Usd Dis MSCI EMG MKT ETF | $1.4M | 20.3K | 0.3% | —Held | |
| 44 | Palo Alto Networks Inc Com Usd0.0001 COM | $1.4M | 4.0K | 0.3% | ▼~0% Reduced · −2 sh | |
| 45 | Exxon Mobil Corp Com COM | $1.4M | 9.9K | 0.3% | ▼−0.1% Reduced · −8 sh | |
| 46 | RTX Corporation Com Usd1.00 COM | $1.4M | 7.1K | 0.3% | ▲+1.0% Added · +72 sh | |
| 47 | Home Depot Inc COM | $1.3M | 3.8K | 0.3% | ▲+0.5% Added · +18 sh | |
| 48 | AstraZeneca PLC Ord Usd0.25 Isin #GB0009895292 Sedol #Bpy0jg9 ORD | $1.3M | 6.7K | 0.2% | —Held | |
| 49 | Oracle Corp COM | $1.2M | 8.2K | 0.2% | ▲+1.6% Added · +133 sh | |
| 50 | Ase Technology Holding Co Ltd Spon Ads Each Rep 2 Ord SHS SPONSORED ADS | $1.2M | 26.6K | 0.2% | ▲+5.0% Added · +1K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Basecamp Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.