account_balance
Investment manager · 13F filer · SEC CIK 2115254
Basecamp Wealth Advisors LLC
Reported value$537Mas of Jun 30, 2026
Positions1,822 2 new, 193 sold out
Top 10 weight53.2%VTI alone is 19%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS Vanguard Total STK MKT ETF
18.7%
VEUVanguard Intl Equity Index FDS Allwrld Ex US
12.9%Trimmed −3%
VTVanguard Intl Equity Index FDS Tt WRLD St ETF
3.4%Trimmed −2%
LLYELI Lilly & Co
3.2%
MSFTMicrosoft Corp
3.2%
AAPLApple Inc.
3.2%
NVDANVIDIA Corp
3.1%
VWOVanguard Intl Equity Index FDS Ftse Emr MKT ETF
2.4%
GOOGLAlphabet Inc.
1.7%
AMZNAmazon.com Inc
1.6%
GOOGAlphabet Inc.
1.3%
PHYSSprott Physical Gold Trust
1.1%
VTIVanguard Index FDS Vanguard Total STK MKT ETF
18.7%
VEUVanguard Intl Equity Index FDS Allwrld Ex US
12.9%Trimmed −3%
VTVanguard Intl Equity Index FDS Tt WRLD St ETF
3.4%
LLYELI Lilly & Co
3.2%
MSFTMicrosoft Corp
3.2%
AAPLApple Inc.
3.2%
NVDANVIDIA Corp
3.1%
VWO2.4%
GOOGL1.7%AMZN1.6%GOOGPHYSBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS Vanguard Total STK MKT ETF 18.7% Held
VEU Vanguard Intl Equity Index FDS Allwrld Ex US 12.9% Trimmed −3%
VT Vanguard Intl Equity Index FDS Tt WRLD St ETF 3.4% Trimmed −2%
LLY ELI Lilly & Co 3.2% HeldMSFT Microsoft Corp 3.2% HeldAAPL Apple Inc. 3.2% HeldNVDA NVIDIA Corp 3.1% HeldVWO Vanguard Intl Equity Index FDS Ftse Emr MKT ETF 2.4% Held
GOOGL Alphabet Inc. 1.7% HeldAMZN Amazon.com Inc 1.6% HeldGOOG Alphabet Inc. 1.3% HeldPHYS Sprott Physical Gold Trust 1.1% HeldWhat changed
Biggest moves since Mar 31, 2026
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