Arkolith/Funds/Basecamp Wealth Advisors LLC

Basecamp Wealth Advisors LLC

CIK 2115254Wealth platform
Holdings as of Mar 31, 2026·disclosed Jun 24, 2026·~85-day 13F lag·13F-HR
Active Filer

Basecamp Wealth Advisors LLC holds a focused book of 2013 stocks worth $483.3M as of Q1 2026 (disclosed Jun 24, 2026, a ~45-day 13F lag). This quarter they opened Ishares Tips Bond ETF and trimmed Microsoft Corp. Their largest long position is Vanguard Total Stock MKT ETF at 18% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Basecamp Wealth Advisors LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2115254/holdings"
Ask your agent
Use Arkolith to show Basecamp Wealth Advisors LLC's latest
holdings, largest changes, and filing provenance.
Opened
451
new positions
Added to
511
existing
Trimmed
480
reduced
Sold out
188
exited

Concentration

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
53%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

55% mapped to company sectors

ETF / fund or unclassified
45%
Information Technology
20%
Financials
10%
Health Care
7%
Consumer Discretionary
5%
Industrials
4%
Materials
2%
Energy
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2,013 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS Vanguard Total STK MKT ETF
TOTAL STK MKT
$88.3M275.4K
18.3%
+3.4%
Added · +9K sh
2Vanguard Intl Equity Index FDS Allwrld Ex US
ALLWRLD EX US
$63.9M851.0K
13.2%
+13%
Added · +100K sh
3Microsoft Corp
COM
$17.3M46.7K
3.6%
−3.7%
Reduced · −2K sh
4Vanguard Intl Equity Index FDS TT WRLD ST ETF
TT WRLD ST ETF
$16.3M117.7K
3.4%
+48%
Added · +38K sh
5Apple Inc
COM
$15.0M58.9K
3.1%
+1.1%
Added · +664 sh
6Nvidia Corporation Com
COM
$14.5M83.3K
3.0%
+0.4%
Added · +311 sh
7Eli Lilly &CO Com
COM
$13.3M14.5K
2.8%
+0.2%
Added · +31 sh
8Vanguard Intl Equity Index FDS Ftse Emr MKT ETF
FTSE EMR MKT ETF
$11.5M213.2K
2.4%
+18%
Added · +32K sh
9Amazon.com Inc
COM
$7.6M36.4K
1.6%
+0.3%
Added · +125 sh
10Alphabet Inc Cap STK CL A
CAP STK CL A
$7.2M25.0K
1.5%
−0.2%
Reduced · −53 sh
11Sprott Physical Gold Trust Unit Isin #Ca85207h1047 Sedol #Byvw239
PHYSICAL GOLD TR
$7.1M201.5K
1.5%
−0.9%
Reduced · −2K sh
12Alphabet Inc Cap STK CL C
CAP STK CL C
$5.8M20.2K
1.2%
+0.6%
Added · +123 sh
13Vanguard Total International Stock Index Fund
VG TL INTL STK F
$5.3M69.3K
1.1%
Held
14Ishares Russell 3000 ETF
RUSSELL 3000 ETF
$4.8M12.9K
1.0%
+0.2%
Added · +26 sh
15Ishares Russell 1000 Index Fund
RUS 1000 ETF
$4.4M12.4K
0.9%
Held
16Ishares Msci Eafe ETF
MSCI EAFE ETF
$4.4M45.5K
0.9%
Held
17Meta Platforms Inc Class A Common Stock
CL A
$3.8M6.6K
0.8%
+0.2%
Added · +11 sh
18Broadcom Inc Com
COM
$3.4M11.1K
0.7%
+2.0%
Added · +218 sh
19JPMorgan Chase &CO. Com
COM
$3.0M10.1K
0.6%
−0.3%
Reduced · −36 sh
20Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord TWD10
SPONSORED ADS
$2.9M8.6K
0.6%
−0.7%
Reduced · −59 sh
21Tesla Inc Com
COM
$2.8M7.5K
0.6%
+1.6%
Added · +118 sh
22Vanguard Developed Markets Index Fund ETF
VAN FTSE DEV MKT
$2.7M42.5K
0.6%
Held
23Vanguard Index Funds S&P 500 ETF Usd
S&P 500 ETF SHS
$2.6M4.3K
0.5%
+847%
Added · +4K sh
24Berkshire Hathaway Inc Com Usd0.0033 Class B
CL B NEW
$2.3M4.7K
0.5%
~0%
Added · +2 sh
25ASML Holding NV Eur0.09 NY Registry SHS 2012
N Y REGISTRY SHS
$2.1M1.6K
0.4%
−1.5%
Reduced · −25 sh
26Visa Inc
COM CL A
$2.1M7.1K
0.4%
+0.1%
Added · +4 sh
27Ishares Gold TR Ishares New Isin #Us4642852044 Sedol #BKP74N6
ISHARES NEW
$1.9M22.1K
0.4%
−4.6%
Reduced · −1K sh
28Exxon Mobil Corp Com
COM
$1.7M9.9K
0.3%
−0.2%
Reduced · −16 sh
29Abbvie Inc Com Usd0.01
COM
$1.7M7.7K
0.3%
−0.2%
Reduced · −16 sh
30Novartis AG Sponsored ADR
SPONSORED ADR
$1.7M11.0K
0.3%
Held
31Walmart Inc Com
COM
$1.6M12.8K
0.3%
~0%
Reduced · −1 sh
32Costco Wholesale Corp Com
COM
$1.5M1.5K
0.3%
+0.9%
Added · +14 sh
33Johnson &Johnson Com
COM
$1.5M6.0K
0.3%
+2.6%
Added · +149 sh
34Goldman Sachs Group Inc Com Usd0.01
COM
$1.5M1.7K
0.3%
−1.4%
Reduced · −25 sh
35Ishares Tips Bond ETF
TIPS BD ETF
$1.4M12.4K
0.3%
New
New position
36Mastercard Incorporated CL A
CL A
$1.4M2.7K
0.3%
+0.2%
Added · +6 sh
37RTX Corporation Com Usd1.00
COM
$1.4M7.0K
0.3%
Held
38Netflix Inc
COM
$1.3M13.9K
0.3%
+0.3%
Added · +42 sh
39AstraZeneca PLC Ord Usd0.25 Isin #GB0009895292 Sedol #Bpy0jg9
ORD
$1.3M6.7K
0.3%
New
New position
40Home Depot Inc
COM
$1.3M3.8K
0.3%
−0.3%
Reduced · −11 sh
41Caterpillar Inc Com
COM
$1.2M1.7K
0.3%
Held
42Palantir Technologies Inc CL A
CL A
$1.2M8.2K
0.2%
+2.6%
Added · +205 sh
43Micron Technology Inc
COM
$1.2M3.5K
0.2%
+4.5%
Added · +152 sh
44Oracle Corp
COM
$1.2M8.1K
0.2%
−0.8%
Reduced · −67 sh
45Ishares Trust Msci Emg MKTS ETF Usd Dis
MSCI EMG MKT ETF
$1.2M20.3K
0.2%
Held
46Advanced Micro Devices Inc
COM
$1.1M5.7K
0.2%
+0.1%
Added · +5 sh
47Applied Materials Inc Com Usd0.01
COM
$1.1M3.3K
0.2%
+0.7%
Added · +22 sh
48Chevron Corp New Com
COM
$1.1M5.2K
0.2%
+0.1%
Added · +8 sh
49TJX Companies Inc
COM
$1.1M6.7K
0.2%
−0.1%
Reduced · −4 sh
50BlackRock Res &Commodities ST SHS
SHS
$1.0M86.8K
0.2%
New
New position
Showing 50 of 2,013 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Jun 24, 20262,015$483.3M13F-HR
Q4 2025Dec 31, 2025Jun 24, 20261,752$469.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.