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Basecamp Wealth Advisors

Latest statistics and disclosures from Basecamp Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VEU, MSFT, VT, AAPL, and represent 41.54% of Basecamp Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VEU (+$7.5M), VT (+$5.3M), VTI, VOO, VWO, TIP, AZN, BCX, PPLT, GLD.
Started 451 new stock positions in AMN, QNST, WASH, BCAL, COGT, ACI, GAMB, MDYV, HIPO, FFIC.
Reduced shares in these 10 stocks: AstraZeneca, MSFT, FBTC, CYBR, Qiagen Nv, IAU, DBC, DGRO, QUAL, PHYS.
Sold out of its positions in ADC, ALGN, AMRC, AAL, DCH, AIV, APLS, APO, APPF, ACHR.
Basecamp Wealth Advisors was a net buyer of stock by $29M.
Basecamp Wealth Advisors has $483M in assets under management (AUM), dropping by 2.95%.
Central Index Key (CIK): 0002115254

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Portfolio Holdings for Basecamp Wealth Advisors

Basecamp Wealth Advisors holds 2015 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Basecamp Wealth Advisors has 2015 total positions. Only the first 250 positions are shown.

Sign up to view all of the Basecamp Wealth Advisors March 31, 2026 positions
Download the Basecamp Wealth Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	18.3	$88M	+3%	275k	320.81	View chart
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)	13.2	$64M	+13%	851k	75.10	View chart
Microsoft Corporation (MSFT)	3.6	$17M	-3%	47k	370.17	View chart
Vanguard Intl Equity Index Fds Tt Wrld St Etf Tt Wrld St Etf (VT)	3.4	$16M	+48%	118k	138.32	View chart
Apple (AAPL)	3.1	$15M		59k	253.79	View chart
NVIDIA Corporation (NVDA)	3.0	$15M		83k	174.40	View chart
Eli Lilly & Co. (LLY)	2.8	$13M		15k	919.76	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	2.4	$12M	+17%	213k	54.05	View chart
Amazon (AMZN)	1.6	$7.6M		36k	208.27	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	1.5	$7.2M		25k	287.56	View chart
Sprott Physical Gold Trust Unit Isin #ca85207h1047 Sedol #byvw239 Physical Gold Tr (PHYS)	1.5	$7.1M		202k	35.44	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	1.2	$5.8M		20k	286.85	View chart
Vanguard Total International Stock Index Fund Vg Tl Intl Stk F (VXUS)	1.1	$5.3M		69k	77.11	View chart
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)	1.0	$4.8M		13k	370.68	View chart
Ishares Russell 1000 Index Fund Rus 1000 Etf (IWB)	0.9	$4.4M		12k	356.56	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.9	$4.4M		46k	97.13	View chart
Meta Platforms Inc Class A Cl A (META)	0.8	$3.8M		6.6k	572.15	View chart
Broadcom (AVGO)	0.7	$3.4M	+2%	11k	309.51	View chart
JPMorgan Chase & Co. (JPM)	0.6	$3.0M		10k	294.16	View chart
Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 Sponsored Ads (TSM)	0.6	$2.9M		8.6k	337.94	View chart
Tesla Motors (TSLA)	0.6	$2.8M		7.5k	371.77	View chart
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)	0.6	$2.7M		43k	64.08	View chart
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)	0.5	$2.6M	+847%	4.3k	597.61	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	0.5	$2.3M		4.7k	479.20	View chart
Asml Holding Nv Eur0.09 Ny Registry Shs 2012 N Y Registry Shs (ASML)	0.4	$2.1M		1.6k	1320.83	View chart
Visa Com Cl A (V)	0.4	$2.1M		7.1k	302.25	View chart
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Ishares New (IAU)	0.4	$1.9M	-4%	22k	88.16	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.7M		9.9k	169.65	View chart
Abbvie (ABBV)	0.3	$1.7M		7.7k	217.49	View chart
Novartis Sponsored Adr (NVS)	0.3	$1.7M		11k	152.75	View chart
Wal-Mart Stores (WMT)	0.3	$1.6M		13k	124.28	View chart
Costco Wholesale Corporation (COST)	0.3	$1.5M		1.5k	996.43	View chart
Johnson & Johnson (JNJ)	0.3	$1.5M	+2%	6.0k	244.44	View chart
Goldman Sachs (GS)	0.3	$1.5M		1.7k	845.99	View chart
Ishares Tips Bond Etf Tips Bd Etf (TIP)	0.3	$1.4M	NEW	12k	110.36	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.3	$1.4M		2.7k	499.66	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.4M		7.0k	192.90	View chart
Netflix (NFLX)	0.3	$1.3M		14k	96.15	View chart
Astrazeneca Plc Ord Usd0.25 Isin #gb0009895292 Sedol #bpy0jg9 Ord (AZN)	0.3	$1.3M	NEW	6.7k	197.22	View chart
Home Depot (HD)	0.3	$1.3M		3.8k	328.89	View chart
Caterpillar (CAT)	0.3	$1.2M		1.7k	708.46	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.2	$1.2M	+2%	8.2k	146.28	View chart
Micron Technology (MU)	0.2	$1.2M	+4%	3.5k	337.88	View chart
Oracle Corporation (ORCL)	0.2	$1.2M		8.1k	147.11	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)	0.2	$1.2M		20k	56.79	View chart
Advanced Micro Devices (AMD)	0.2	$1.1M		5.7k	203.43	View chart
Applied Materials (AMAT)	0.2	$1.1M		3.3k	341.76	View chart
Chevron Corporation (CVX)	0.2	$1.1M		5.2k	206.90	View chart
TJX Companies (TJX)	0.2	$1.1M		6.7k	159.69	View chart
Blackrock Res &commodities St SHS (BCX)	0.2	$1.0M	NEW	87k	12.05	View chart
Amgen (AMGN)	0.2	$1.0M		2.9k	351.85	View chart
American Express Company (AXP)	0.2	$1.0M		3.4k	302.48	View chart
Shell Plc Spon Ads Ea Rep 2 Ord Spon Ads (SHEL)	0.2	$1.0M		11k	93.00	View chart
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)	0.2	$1.0M	+6%	5.1k	196.21	View chart
Merck & Co (MRK)	0.2	$987k		8.2k	120.30	View chart
Lam Research Corp Com New (LRCX)	0.2	$982k		4.6k	213.66	View chart
Abrdn Platinum Etf Trust Abrdn Physical Platinum Shares Etf Physcl Platm Shs (PPLT)	0.2	$967k	NEW	5.4k	178.22	View chart
Cisco Systems (CSCO)	0.2	$932k		12k	77.59	View chart
Invesco Db Commdy Indx Trck Fd Unit Unit (DBC)	0.2	$923k	-8%	32k	28.95	View chart
Bank of America Corporation (BAC)	0.2	$918k		19k	48.75	View chart
Coca-Cola Company (KO)	0.2	$888k	-2%	12k	76.05	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.2	$864k	NEW	2.0k	430.38	View chart
Toyota Motor Corp Adr-each Rep 10 Ord Npv Lvl Ads (TM)	0.2	$858k		4.2k	206.09	View chart
Kla Corp Com New (KLAC)	0.2	$845k	-2%	574.00	1472.13	View chart
Ishares Tr Glb Infrastr Etf Glb Infrastr Etf (IGF)	0.2	$830k		12k	67.00	View chart
Corning Incorporated (GLW)	0.2	$828k		6.1k	135.97	View chart
Illinois Tool Works (ITW)	0.2	$816k		3.1k	260.29	View chart
Ge Aerospace Com New (GE)	0.2	$815k	+4%	2.9k	283.77	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	0.2	$809k		12k	69.75	View chart
Procter & Gamble Company (PG)	0.2	$791k		5.5k	144.44	View chart
Uber Technologies (UBER)	0.2	$785k		11k	71.93	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.2	$761k		31k	24.75	View chart
Shopify Inc Com Npv Cl A Isin #ca82509l1076 Sedol #bx865c7 Cl A Sub Vtg Shs (SHOP)	0.2	$752k		6.3k	118.61	View chart
PNC Financial Services (PNC)	0.2	$749k		3.6k	208.07	View chart
Kinross Gold Corp (KGC)	0.2	$742k		24k	30.52	View chart
Sap Adr Rep 1 Ord Spon Adr (SAP)	0.2	$738k		4.3k	171.21	View chart
Paccar (PCAR)	0.1	$719k		6.2k	115.50	View chart
Abbott Laboratories (ABT)	0.1	$714k		7.0k	102.67	View chart
Nextera Energy (NEE)	0.1	$712k		7.7k	92.88	View chart
McKesson Corporation (MCK)	0.1	$705k		815.00	865.13	View chart
Deere & Company (DE)	0.1	$688k		1.2k	563.30	View chart
Starbucks Corporation (SBUX)	0.1	$679k	-5%	7.6k	89.59	View chart
ConocoPhillips (COP)	0.1	$669k		5.1k	132.01	View chart
Spdr Index Shares Funds State Street Spdr S&p Global Natural Resources Etf State Street Spd (GNR)	0.1	$666k	NEW	8.9k	74.67	View chart
Texas Instruments Incorporated (TXN)	0.1	$663k		3.4k	194.14	View chart
Ishares Tr Esg Aware Msci Usa Etf Esg Awr Msci Usa (ESGU)	0.1	$659k	+29%	4.7k	141.41	View chart
Pepsi (PEP)	0.1	$657k		4.2k	155.29	View chart
Annaly Capital Management Com New (NLY)	0.1	$654k	+6975%	31k	21.15	View chart
Linde Plc Com Eur0.001 SHS (LIN)	0.1	$652k	-3%	1.3k	495.76	View chart
Palo Alto Networks (PANW)	0.1	$649k	+19%	4.1k	160.31	View chart
Morgan Stanley Com Usd0.01 Com New (MS)	0.1	$646k		3.9k	164.57	View chart
Ge Vernova (GEV)	0.1	$641k	+5%	735.00	872.63	View chart
Ubs Group SHS (UBS)	0.1	$639k		16k	39.07	View chart
Union Pacific Corporation (UNP)	0.1	$634k	-6%	2.6k	242.62	View chart
UnitedHealth (UNH)	0.1	$612k	+4%	2.3k	270.59	View chart
Charles Schwab Corporation (SCHW)	0.1	$595k		6.3k	93.98	View chart
McDonald's Corporation (MCD)	0.1	$594k		1.9k	310.79	View chart
Ferrari Nv Ord (RACE)	0.1	$591k		1.7k	338.45	View chart
Sony Group Corporation Spon Ads Each Repr 1 Ord Sponsored Adr (SONY)	0.1	$590k		29k	20.70	View chart
Church & Dwight (CHD)	0.1	$585k		6.3k	93.32	View chart
Hartford Financial Services (HIG)	0.1	$582k		4.3k	135.22	View chart
Automatic Data Processing (ADP)	0.1	$578k		2.8k	203.18	View chart
Citigroup Com New (C)	0.1	$569k		5.0k	113.41	View chart
Booking Holdings (BKNG)	0.1	$556k	+9%	132.00	4210.32	View chart
Ase Technology Holding Co Ltd Spon Ads Each Rep 2 Ord Sponsored Ads (ASX)	0.1	$548k		25k	21.68	View chart
Woori Financial Group Inc Spon Ads Each Rep 3 Ord Sponsored Ads (WF)	0.1	$546k		8.2k	66.60	View chart
Banco Santander Adr (SAN)	0.1	$542k		48k	11.28	View chart
Allstate Corporation (ALL)	0.1	$534k		2.6k	207.34	View chart
Bitwise 10 Crypto Index Fd Unit Beneficial Unit Beneficial (BITW)	0.1	$531k	NEW	12k	44.61	View chart
Philip Morris International (PM)	0.1	$531k		3.2k	165.33	View chart
Progressive Corporation (PGR)	0.1	$523k		2.6k	198.24	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$521k		6.3k	82.49	View chart
Intel Corporation (INTC)	0.1	$521k	+2%	12k	44.13	View chart
Trane Technologies Plc Com Usd1 SHS (TT)	0.1	$512k		1.2k	416.90	View chart
Kb Finl Group Sponsored Adr (KB)	0.1	$507k		5.1k	99.73	View chart
Qualcomm (QCOM)	0.1	$505k		3.9k	128.79	View chart
Ishares Silver Tr Ishares Ishares (SLV)	0.1	$500k	NEW	7.3k	68.14	View chart
Intuitive Surgical Com New (ISRG)	0.1	$494k	-2%	1.1k	460.99	View chart
S&p Global (SPGI)	0.1	$493k		1.2k	425.34	View chart
Marathon Petroleum Corp (MPC)	0.1	$490k	-3%	2.0k	244.18	View chart
Wells Fargo & Company (WFC)	0.1	$488k		6.1k	79.61	View chart
Emerson Electric (EMR)	0.1	$482k		3.7k	131.02	View chart
Mitsubishi Ufj Financial Group Inc Spon Ads Each Rep 1 Ord Sponsored Ads (MUFG)	0.1	$482k		28k	16.97	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$480k		3.7k	131.01	View chart
Metropcs Communications (TMUS)	0.1	$480k	-2%	2.3k	210.03	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.1	$476k		16k	30.68	View chart
Motorola Solutions Com New (MSI)	0.1	$470k		1.1k	433.97	View chart
IDEXX Laboratories (IDXX)	0.1	$468k		833.00	561.89	View chart
Cme (CME)	0.1	$467k	-5%	1.6k	295.35	View chart
Pimco Etf Trust Enhanced Short Maturity Active Etf Usd Enhan Shrt Ma Ac (MINT)	0.1	$463k		4.6k	100.57	View chart
Elbit Systems Ord (ESLT)	0.1	$452k		532.00	849.09	View chart
Banco Bilbao Vizcaya Argentar Ads Each Repr 1 Ord Eur0.49 Sponsored Adr (BBVA)	0.1	$451k		21k	21.66	View chart
United Rentals (URI)	0.1	$447k		613.00	728.56	View chart
Hca Holdings (HCA)	0.1	$446k	-2%	943.00	473.24	View chart
CSX Corporation (CSX)	0.1	$445k		11k	41.05	View chart
Lowe's Companies (LOW)	0.1	$443k		1.9k	236.27	View chart
Danaher Corporation (DHR)	0.1	$440k	+4%	2.3k	189.60	View chart
Welltower Inc Com reit (WELL)	0.1	$438k		2.2k	197.74	View chart
Xpeng Inc Spon Ads Each Rep 2 Cl A Ord Ads (XPEV)	0.1	$432k		25k	17.11	View chart
Sumitomo Mitsui Financial Group Inc Adr Each Repr 3/5 Ord Sponsored Adr (SMFG)	0.1	$428k		22k	19.75	View chart
Novo Nordisk A/s Adr-each Cnv Into 1 Class B Dkk1 Adr (NVO)	0.1	$425k		12k	36.75	View chart
salesforce (CRM)	0.1	$424k		2.3k	186.67	View chart
Gilead Sciences (GILD)	0.1	$413k		3.0k	139.37	View chart
Te Connectivity Plc Com Usd0.01 Ord Shs (TEL)	0.1	$411k		2.0k	209.02	View chart
Rbc Cad (RY)	0.1	$406k		2.5k	161.78	View chart
ResMed (RMD)	0.1	$401k		1.8k	224.48	View chart
Flexshares Trust Morningstar Global Upstream Nat Res Idx Mornstar Upstr (GUNR)	0.1	$399k		7.2k	55.16	View chart
Bristol Myers Squibb (BMY)	0.1	$392k	+13%	6.5k	60.65	View chart
Cibc Cad (CM)	0.1	$392k		4.1k	94.75	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	0.1	$390k		4.4k	88.70	View chart
Barclays Plc Adr-each Cv Into 4 Ord Stk Gbp0.25 Jpm Adr (BCS)	0.1	$389k		18k	21.16	View chart
Korea Elec Pwr Corp Sponsored Adr (KEP)	0.1	$389k		27k	14.25	View chart
Pfizer (PFE)	0.1	$388k		14k	28.08	View chart
International Business Machines (IBM)	0.1	$387k	+2%	1.6k	242.39	View chart
Orix Corporation Spon Adr Each Rep 5 Ord Npv Cit Sponsored Adr (IX)	0.1	$379k		13k	29.99	View chart
Arista Networks Com Shs (ANET)	0.1	$378k	+4%	3.1k	122.79	View chart
Relx Plc Spon Ads Each Repr 1 Ord Shs Gbp0.144 Sponsored Adr (RELX)	0.1	$378k		11k	33.15	View chart
Valero Energy Corporation (VLO)	0.1	$373k		1.5k	247.08	View chart
Boeing Company (BA)	0.1	$372k	+5%	1.9k	199.03	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$365k	-3%	1.6k	233.26	View chart
Agnico (AEM)	0.1	$364k		1.8k	202.98	View chart
Phillips 66 (PSX)	0.1	$363k	+7%	2.0k	182.18	View chart
Autodesk (ADSK)	0.1	$362k		1.5k	239.40	View chart
Fidelity Wise Origin Bitcoin Fund SHS (FBTC)	0.1	$359k	-48%	6.1k	59.03	View chart
Owens Corning (OC)	0.1	$359k	+3%	3.3k	108.22	View chart
Shinhan Financial Group Co Ltd Spons Adr Each Rep 2 Ord Krw5000 Spn Adr Restrd (SHG)	0.1	$358k		5.8k	61.32	View chart
Totalenergies Se Eur2.5 Act (TTE)	0.1	$357k		3.9k	90.98	View chart
Us Bancorp Com New (USB)	0.1	$355k		6.8k	52.01	View chart
Icici Bank Limited Spon Adr Each Repr 2 Ord Adr (IBN)	0.1	$354k	-3%	14k	25.90	View chart
Cheniere Energy Inc Com Usd0.003 Com New (LNG)	0.1	$353k	-4%	1.2k	283.76	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$352k	+32%	9.2k	38.42	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$352k		788.00	446.54	View chart
Norfolk Southern (NSC)	0.1	$348k		1.2k	287.08	View chart
Bhp Group Ltd Spon Ads Each Rep 2 Ord Sponsored Ads (BHP)	0.1	$337k		4.6k	72.74	View chart
Capital One Financial (COF)	0.1	$334k	+4%	1.8k	182.44	View chart
Amphenol Corp Class A Com Usd0.001 Cl A (APH)	0.1	$333k	+7%	2.6k	126.37	View chart
Ing Groep Sponsored Adr (ING)	0.1	$333k		13k	26.05	View chart
Dr. Reddy S Laboratories- Adr (RDY)	0.1	$324k	-6%	23k	13.85	View chart
Rio Tinto Adr Each Rep 1 Ord Sponsored Adr (RIO)	0.1	$320k		3.4k	93.29	View chart
O'reilly Automotive (ORLY)	0.1	$319k		3.5k	92.31	View chart
At&t (T)	0.1	$317k		11k	28.99	View chart
Unilever Plc Sponsored Ads Each 1 Ord Spon Adr New (UL)	0.1	$317k	-2%	5.6k	56.97	View chart
Intuit (INTU)	0.1	$313k	+7%	724.00	432.38	View chart
BP Sponsored Adr (BP)	0.1	$310k		6.6k	47.00	View chart
Servicenow (NOW)	0.1	$304k	+4%	2.9k	104.55	View chart
Enlight Renewable Energy Ltd Ils0.1 SHS (ENLT)	0.1	$303k		4.4k	68.26	View chart
Equinor Asa Spon Adr Each Rep 1 Ord Sponsored Adr (EQNR)	0.1	$302k		7.1k	42.20	View chart
Thermo Fisher Scientific (TMO)	0.1	$301k		612.00	491.86	View chart
Truist Financial Corp equities (TFC)	0.1	$298k	-5%	6.5k	45.97	View chart
Prologis (PLD)	0.1	$295k		2.2k	132.18	View chart
Duke Energy Corp New Com New Isin #us26441c2044 Sedol #b7jzsk0 Com New (DUK)	0.1	$294k		2.2k	130.94	View chart
American Tower Reit (AMT)	0.1	$293k	-3%	1.7k	172.58	View chart
Chubb (CB)	0.1	$292k	-3%	895.00	325.93	View chart
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)	0.1	$292k	NEW	2.0k	142.42	View chart
Stmicroelectronics Spon Adr Each Rep 1 Ord Ny Registry (STM)	0.1	$292k		8.4k	34.55	View chart
Western Digital (WDC)	0.1	$290k	+18%	1.1k	270.38	View chart
3M Company (MMM)	0.1	$289k		2.0k	145.23	View chart
Marsh & McLennan Companies (MRSH)	0.1	$285k	+16%	1.6k	173.45	View chart
Regions Financial Corporation (RF)	0.1	$280k		11k	26.12	View chart
Air Products & Chemicals (APD)	0.1	$280k		962.00	290.49	View chart
Logitech International Sa SHS (LOGI)	0.1	$279k		3.1k	91.12	View chart
Rollins (ROL)	0.1	$279k		5.2k	53.41	View chart
Eni Sponsored Adr (E)	0.1	$278k		4.9k	56.61	View chart
Accenture Shs Class A (ACN)	0.1	$277k	+4%	1.4k	198.29	View chart
Ishares Tr Esg Aw Msci Eafe Esg Aw Msci Eafe (ESGD)	0.1	$269k	+11%	2.8k	95.62	View chart
Posco Holdings Inc Adr Each Rep 1/4 Ord Krw5000 Sponsored Adr (PKX)	0.1	$269k	+446%	4.6k	58.49	View chart
Burlington Stores (BURL)	0.1	$266k	+10%	816.00	325.38	View chart
Adobe Systems Incorporated (ADBE)	0.1	$260k		1.1k	243.08	View chart
Sibanye Stillwater Ltd Spon Adr Each Rep 4 Ord Sponsored Adr (SBSW)	0.1	$259k	+2%	21k	12.32	View chart
Northrop Grumman Corporation (NOC)	0.1	$256k		375.00	682.24	View chart
Cloudflare Inc Cl A Cl A Com (NET)	0.1	$254k		1.2k	206.34	View chart
American Water Works (AWK)	0.1	$254k	+2%	1.9k	136.09	View chart
Nrg Energy Com New (NRG)	0.1	$253k		1.7k	146.14	View chart
Canadian Natural Resources (CNQ)	0.1	$253k	-10%	5.2k	48.73	View chart
Nucor Corporation (NUE)	0.1	$251k		1.5k	169.10	View chart
eBay (EBAY)	0.1	$251k		2.8k	91.02	View chart
AutoZone (AZO)	0.1	$250k	-5%	74.00	3377.78	View chart
Electronic Arts (EA)	0.1	$248k		1.2k	203.87	View chart
Cigna Corp (CI)	0.1	$245k	+6%	920.00	266.75	View chart
Verizon Communications (VZ)	0.0	$242k	-6%	4.8k	50.20	View chart
Travelers Companies (TRV)	0.0	$239k	+3%	821.00	291.63	View chart
Alibaba Group Holding Ltd Spon Ads Each Rep 8 Ord Sponsored Ads (BABA)	0.0	$239k	-20%	1.9k	125.46	View chart
Boston Scientific Corporation (BSX)	0.0	$235k	+45%	3.7k	62.74	View chart
Blackrock (BLK)	0.0	$234k	+7%	244.00	960.53	View chart
Tenaris S.a. Spons Ads Each Rep 2 Ord Sponsored Ads (TS)	0.0	$234k		4.0k	58.18	View chart
Simon Property (SPG)	0.0	$231k		1.2k	186.46	View chart
Comfort Systems USA (FIX)	0.0	$230k	+28%	167.00	1378.99	View chart
Intercontinental Hotels Group Spon Ads Each Repr 1 Ord Sponsored Ads (IHG)	0.0	$230k		1.7k	133.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Tax Exempt Bd (VTEB)	0.0	$229k		4.6k	49.89	View chart
Ross Stores (ROST)	0.0	$229k	+6%	1.1k	216.57	View chart
Marriott International Inc Com Usd0.01 Class A Cl A (MAR)	0.0	$228k		697.00	327.08	View chart
Cameco Corporation (CCJ)	0.0	$227k		2.1k	108.59	View chart
Microchip Technology (MCHP)	0.0	$226k		3.5k	64.61	View chart
Eaton Corporation SHS (ETN)	0.0	$223k		623.00	357.45	View chart
Ishares Core S&p Us Growth Etf Core S&p Us Gwt (IUSG)	0.0	$222k	NEW	1.4k	155.14	View chart
Doordash Inc Cl A Cl A (DASH)	0.0	$221k		1.5k	150.15	View chart
Sempra Energy (SRE)	0.0	$220k		2.3k	97.17	View chart
Seagate Technology Hldgs Pub Ltd Co Seagate Technology Holdings Plc Ordinary Shares Isin #ie00bkvd2n.. (STX)	0.0	$219k	+10%	559.00	391.76	View chart
Vanguard Global Ex-us Real Estate Index Fd Etf Glb Ex Us Etf (VNQI)	0.0	$219k		4.9k	44.45	View chart
MetLife (MET)	0.0	$218k		3.1k	70.72	View chart
Comcast Corp Cl A (CMCSA)	0.0	$218k	-12%	7.6k	28.71	View chart
Fortinet (FTNT)	0.0	$217k	+7%	2.7k	81.72	View chart
Bank of New York Mellon Corporation (BK)	0.0	$215k	-3%	1.8k	118.63	View chart
Williams Companies (WMB)	0.0	$214k		2.9k	72.78	View chart
Manulife Finl Corp (MFC)	0.0	$213k		6.2k	34.44	View chart
Freeport-mcmoran Inc Com Usd0.10 CL B (FCX)	0.0	$212k	+6%	3.6k	58.78	View chart
Sandisk Corp (SNDK)	0.0	$212k	+7%	333.00	635.34	View chart
Verisk Analytics (VRSK)	0.0	$208k		1.1k	189.75	View chart
Brookfield Corporation Class A Ltd Voting Shs Isin #ca11271j1075 Sedol #bpcpyt4 Cl A Ltd Vt Sh (BN)	0.0	$207k		5.1k	40.47	View chart
Colgate-Palmolive Company (CL)	0.0	$206k	-14%	2.4k	85.23	View chart

Past Filings by Basecamp Wealth Advisors

SEC 13F filings are viewable for Basecamp Wealth Advisors going back to 2025

Basecamp Wealth Advisors 2026 Q1 filed June 24, 2026
Basecamp Wealth Advisors 2025 Q4 filed June 24, 2026

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