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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, VT, LLY, MSFT, and represent 41.31% of Basecamp Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: KLAC, PPLT, BKNG, FBTC, PKX, SBS, GLD, DVN, SLV, INTC.
Reduced shares in these 10 stocks: VEU, VTI, TIP, BITW, SCHD, VT, MSFT, NLY, MA, Honeywell International.
Sold out of its positions in APG, EFOR, ALDX, ALHC, ALIT, ALSN, AMPL, ACLX, ARQT, ARLO.
Basecamp Wealth Advisors was a net seller of stock by $-6.3M.
Basecamp Wealth Advisors has $537M in assets under management (AUM), dropping by 11.18%.
Central Index Key (CIK): 0002115254

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Portfolio Holdings for Basecamp Wealth Advisors

Basecamp Wealth Advisors holds 1822 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Basecamp Wealth Advisors has 1822 total positions. Only the first 250 positions are shown.

Sign up to view all of the Basecamp Wealth Advisors June 30, 2026 positions
Download the Basecamp Wealth Advisors June 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)	18.7	$100M		271k	370.04	View chart
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)	12.9	$69M	-2%	827k	83.75	View chart
Vanguard Intl Equity Index Fds Tt Wrld St Etf Tt Wrld St Etf (VT)	3.4	$18M	-2%	115k	156.95	View chart
Eli Lilly & Co. (LLY)	3.2	$17M		15k	1199.41	View chart
Microsoft Corporation (MSFT)	3.2	$17M		46k	373.02	View chart
Apple (AAPL)	3.2	$17M		59k	289.36	View chart
NVIDIA Corporation (NVDA)	3.1	$17M		83k	200.09	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	2.4	$13M		213k	59.69	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	1.7	$9.0M		25k	357.37	View chart
Amazon (AMZN)	1.6	$8.7M		36k	238.34	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	1.3	$7.2M		20k	353.32	View chart
Sprott Physical Gold Trust Unit Isin #ca85207h1047 Sedol #byvw239 Physical Gold Tr (PHYS)	1.1	$6.1M		202k	30.17	View chart
Vanguard Total International Stock Index Fund Vg Tl Intl Stk F (VXUS)	1.1	$5.9M		69k	85.49	View chart
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)	1.0	$5.5M		13k	426.40	View chart
Ishares Russell 1000 Index Fund Rus 1000 Etf (IWB)	0.9	$5.1M		12k	409.50	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.9	$4.7M		46k	103.88	View chart
Broadcom (AVGO)	0.8	$4.2M		11k	377.74	View chart
Micron Technology (MU)	0.8	$4.1M		3.6k	1154.44	View chart
Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 Sponsored Ads (TSM)	0.8	$4.1M		8.6k	477.60	View chart
Meta Platforms Inc Class A Cl A (META)	0.7	$3.7M		6.5k	563.29	View chart
Advanced Micro Devices (AMD)	0.6	$3.4M	+2%	5.8k	580.91	View chart
JPMorgan Chase & Co. (JPM)	0.6	$3.3M		10k	327.34	View chart
Asml Holding Nv Eur0.09 Ny Registry Shs 2012 N Y Registry Shs (ASML)	0.6	$3.2M		1.6k	1989.44	View chart
Tesla Motors (TSLA)	0.6	$3.2M		7.6k	420.62	View chart
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)	0.6	$3.0M		43k	71.25	View chart
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)	0.5	$2.9M		4.3k	686.79	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	0.4	$2.4M		4.8k	500.39	View chart
Applied Materials (AMAT)	0.4	$2.4M		3.3k	722.98	View chart
Visa Com Cl A (V)	0.4	$2.3M	-3%	6.8k	343.09	View chart
Lam Research Corp Com New (LRCX)	0.4	$2.0M	+2%	4.7k	433.33	View chart
Abbvie (ABBV)	0.4	$1.9M		7.7k	251.64	View chart
Caterpillar (CAT)	0.3	$1.8M		1.7k	1064.90	View chart
Kla Corp Com New (KLAC)	0.3	$1.7M	+910%	5.8k	301.70	View chart
Goldman Sachs (GS)	0.3	$1.7M		1.7k	1011.37	View chart
Intel Corporation (INTC)	0.3	$1.7M	+5%	12k	139.63	View chart
Novartis Sponsored Adr (NVS)	0.3	$1.7M		11k	156.72	View chart
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Ishares New (IAU)	0.3	$1.7M		22k	75.51	View chart
Corning Incorporated (GLW)	0.3	$1.6M		6.1k	255.43	View chart
Johnson & Johnson (JNJ)	0.3	$1.5M	-2%	5.8k	253.97	View chart
Wal-Mart Stores (WMT)	0.3	$1.4M		13k	113.26	View chart
Costco Wholesale Corporation (COST)	0.3	$1.4M		1.5k	935.47	View chart
Cisco Systems (CSCO)	0.3	$1.4M		12k	117.46	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)	0.3	$1.4M		20k	68.41	View chart
Palo Alto Networks (PANW)	0.3	$1.4M		4.0k	341.02	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.4M		9.9k	136.71	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.4M		7.1k	189.73	View chart
Home Depot (HD)	0.3	$1.3M		3.8k	352.68	View chart
Astrazeneca Plc Ord Usd0.25 Isin #gb0009895292 Sedol #bpy0jg9 Ord (AZN)	0.2	$1.3M		6.7k	189.62	View chart
Oracle Corporation (ORCL)	0.2	$1.2M		8.2k	146.55	View chart
Ase Technology Holding Co Ltd Spon Ads Each Rep 2 Ord Sponsored Ads (ASX)	0.2	$1.2M	+5%	27k	45.12	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.2	$1.2M	-15%	2.3k	513.60	View chart
American Express Company (AXP)	0.2	$1.1M		3.4k	338.25	View chart
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)	0.2	$1.1M		5.1k	217.95	View chart
Bank of America Corporation (BAC)	0.2	$1.1M		19k	56.98	View chart
Amgen (AMGN)	0.2	$1.1M		2.9k	362.12	View chart
Ge Aerospace Com New (GE)	0.2	$1.1M	-2%	2.8k	373.73	View chart
Merck & Co (MRK)	0.2	$1.0M		8.1k	128.50	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.0M		3.4k	298.07	View chart
TJX Companies (TJX)	0.2	$1.0M		6.6k	151.50	View chart
Netflix (NFLX)	0.2	$990k		14k	71.40	View chart
Blackrock Res &commodities St SHS (BCX)	0.2	$981k		87k	11.31	View chart
UnitedHealth (UNH)	0.2	$961k	+2%	2.3k	415.63	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	0.2	$961k		12k	82.84	View chart
Coca-Cola Company (KO)	0.2	$949k		12k	81.27	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.2	$932k	-2%	8.0k	116.67	View chart
Chevron Corporation (CVX)	0.2	$889k	+2%	5.4k	165.76	View chart
PNC Financial Services (PNC)	0.2	$884k		3.6k	246.22	View chart
Ge Vernova (GEV)	0.2	$863k		734.00	1175.18	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.2	$851k		31k	27.70	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.2	$850k	+14%	2.3k	368.39	View chart
Invesco Db Commdy Indx Trck Fd Unit Unit (DBC)	0.2	$850k		32k	26.66	View chart
Illinois Tool Works (ITW)	0.2	$846k		3.1k	270.47	View chart
Shell Plc Spon Ads Ea Rep 2 Ord Spon Ads (SHEL)	0.2	$843k		11k	77.54	View chart
Ishares Tr Glb Infrastr Etf Glb Infrastr Etf (IGF)	0.2	$825k		12k	66.60	View chart
Morgan Stanley Com Usd0.01 Com New (MS)	0.2	$821k		3.9k	209.04	View chart
Ubs Group SHS (UBS)	0.2	$810k		16k	49.56	View chart
Procter & Gamble Company (PG)	0.1	$803k		5.5k	146.64	View chart
Starbucks Corporation (SBUX)	0.1	$797k	+2%	7.8k	102.19	View chart
Sandisk Corp (SNDK)	0.1	$791k	+4%	348.00	2273.73	View chart
Uber Technologies (UBER)	0.1	$779k		11k	72.16	View chart
Deere & Company (DE)	0.1	$775k		1.2k	634.33	View chart
Abrdn Platinum Etf Trust Abrdn Physical Platinum Shares Etf Physcl Platm Shs (PPLT)	0.1	$767k	+899%	54k	14.13	View chart
Ishares Tr Esg Aware Msci Usa Etf Esg Awr Msci Usa (ESGU)	0.1	$763k		4.7k	163.66	View chart
Paccar (PCAR)	0.1	$748k		6.2k	120.12	View chart
Union Pacific Corporation (UNP)	0.1	$736k	+3%	2.7k	272.00	View chart
Qualcomm (QCOM)	0.1	$729k		3.9k	184.80	View chart
Shopify Inc Com Npv Cl A Isin #ca82509l1076 Sedol #bx865c7 Cl A Sub Vtg Shs (SHOP)	0.1	$722k		6.3k	114.18	View chart
Citigroup Com New (C)	0.1	$714k		5.1k	139.96	View chart
United Rentals (URI)	0.1	$708k		625.00	1132.89	View chart
Toyota Motor Corp Adr-each Rep 10 Ord Npv Lvl Ads (TM)	0.1	$700k		4.2k	168.42	View chart
Western Digital (WDC)	0.1	$685k		1.1k	638.72	View chart
Linde Plc Com Eur0.001 SHS (LIN)	0.1	$683k		1.3k	518.94	View chart
Nextera Energy (NEE)	0.1	$671k		7.6k	87.77	View chart
Banco Santander Adr (SAN)	0.1	$662k		48k	13.80	View chart
Sap Adr Rep 1 Ord Spon Adr (SAP)	0.1	$660k		4.3k	154.11	View chart
Ferrari Nv Ord (RACE)	0.1	$650k		1.7k	372.29	View chart
Automatic Data Processing (ADP)	0.1	$638k		2.9k	223.95	View chart
Stmicroelectronics Spon Adr Each Rep 1 Ord Ny Registry (STM)	0.1	$632k		8.4k	74.89	View chart
Abbott Laboratories (ABT)	0.1	$618k	-2%	6.8k	90.74	View chart
Church & Dwight (CHD)	0.1	$607k		6.3k	96.88	View chart
Trane Technologies Plc Com Usd1 SHS (TT)	0.1	$603k		1.2k	491.16	View chart
McKesson Corporation (MCK)	0.1	$603k	-2%	798.00	755.39	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$601k		6.3k	95.09	View chart
Spdr Index Shares Funds State Street Spdr S&p Global Natural Resources Etf State Street Spd (GNR)	0.1	$600k		8.9k	67.31	View chart
Allstate Corporation (ALL)	0.1	$590k	-3%	2.5k	237.94	View chart
Charles Schwab Corporation (SCHW)	0.1	$584k		6.3k	92.27	View chart
Progressive Corporation (PGR)	0.1	$575k		2.6k	218.45	View chart
Kinross Gold Corp (KGC)	0.1	$574k		24k	23.62	View chart
Pepsi (PEP)	0.1	$572k		4.2k	135.40	View chart
Hartford Financial Services (HIG)	0.1	$569k		4.3k	132.52	View chart
Mitsubishi Ufj Financial Group Inc Spon Ads Each Rep 1 Ord Sponsored Ads (MUFG)	0.1	$564k		28k	19.89	View chart
Philip Morris International (PM)	0.1	$556k	-4%	3.1k	180.91	View chart
Kb Finl Group Sponsored Adr (KB)	0.1	$549k	+2%	5.2k	104.96	View chart
Seagate Technology Hldgs Pub Ltd Co Seagate Technology Holdings Plc Ordinary Shares Isin #ie00bkvd2n.. (STX)	0.1	$545k		565.00	965.00	View chart
Booking Holdings (BKNG)	0.1	$540k	+2193%	3.0k	178.24	View chart
Fidelity Wise Origin Bitcoin Fund SHS (FBTC)	0.1	$539k	+73%	11k	51.05	View chart
Wells Fargo & Company (WFC)	0.1	$531k	+4%	6.4k	82.64	View chart
Sony Group Corporation Spon Ads Each Repr 1 Ord Sponsored Adr (SONY)	0.1	$531k	-7%	27k	20.06	View chart
Marathon Petroleum Corp (MPC)	0.1	$529k	+2%	2.1k	255.67	View chart
Owens Corning (OC)	0.1	$527k		3.3k	158.96	View chart
Emerson Electric (EMR)	0.1	$526k		3.7k	143.15	View chart
Novo Nordisk A/s Adr-each Cnv Into 1 Class B Dkk1 Adr (NVO)	0.1	$525k	-5%	11k	47.94	View chart
Woori Financial Group Inc Spon Ads Each Rep 3 Ord Sponsored Ads (WF)	0.1	$525k	+11%	9.2k	57.40	View chart
ConocoPhillips (COP)	0.1	$525k		5.0k	103.96	View chart
Arista Networks Com Shs (ANET)	0.1	$524k		3.1k	169.88	View chart
Banco Bilbao Vizcaya Argentar Ads Each Repr 1 Ord Eur0.49 Sponsored Adr (BBVA)	0.1	$521k		21k	25.06	View chart
Rbc Cad (RY)	0.1	$520k		2.5k	206.97	View chart
McDonald's Corporation (MCD)	0.1	$516k		1.9k	270.31	View chart
CSX Corporation (CSX)	0.1	$514k		11k	47.53	View chart
Sumitomo Mitsui Financial Group Inc Adr Each Repr 3/5 Ord Sponsored Adr (SMFG)	0.1	$511k		22k	23.58	View chart
Welltower Inc Com reit (WELL)	0.1	$502k		2.2k	227.00	View chart
Barclays Plc Adr-each Cv Into 4 Ord Stk Gbp0.25 Jpm Adr (BCS)	0.1	$494k		18k	26.86	View chart
Ishares Silver Tr Ishares Ishares (SLV)	0.1	$489k	+24%	9.2k	53.47	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$482k	+17%	4.3k	112.32	View chart
Orix Corporation Spon Adr Each Rep 5 Ord Npv Cit Sponsored Adr (IX)	0.1	$481k		13k	38.04	View chart
Cibc Cad (CM)	0.1	$475k		4.1k	115.00	View chart
Pimco Etf Trust Enhanced Short Maturity Active Etf Usd Enhan Shrt Ma Ac (MINT)	0.1	$464k		4.6k	100.81	View chart
IDEXX Laboratories (IDXX)	0.1	$439k		833.00	526.44	View chart
Intuitive Surgical Com New (ISRG)	0.1	$433k		1.1k	397.68	View chart
Annaly Capital Management Com New (NLY)	0.1	$432k	-37%	19k	22.36	View chart
Amphenol Corp Class A Com Usd0.001 Cl A (APH)	0.1	$430k	-7%	2.4k	176.32	View chart
Motorola Solutions Com New (MSI)	0.1	$430k	-4%	1.0k	415.29	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	0.1	$424k		4.4k	96.43	View chart
Fortinet (FTNT)	0.1	$413k		2.7k	153.62	View chart
Lowe's Companies (LOW)	0.1	$412k		1.9k	220.49	View chart
Metropcs Communications (TMUS)	0.1	$412k	+7%	2.5k	167.73	View chart
Us Bancorp Com New (USB)	0.1	$411k		6.8k	60.40	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$410k	+4%	826.00	496.73	View chart
Boeing Company (BA)	0.1	$409k		1.9k	216.47	View chart
Elbit Systems Ord (ESLT)	0.1	$404k		532.00	758.72	View chart
Ing Groep Sponsored Adr (ING)	0.1	$401k		13k	31.38	View chart
S&p Global (SPGI)	0.1	$397k	-15%	975.00	407.26	View chart
Enlight Renewable Energy Ltd Ils0.1 SHS (ENLT)	0.1	$395k		4.4k	89.02	View chart
Valero Energy Corporation (VLO)	0.1	$391k		1.5k	260.44	View chart
Danaher Corporation (DHR)	0.1	$391k	-11%	2.1k	190.48	View chart
Bhp Group Ltd Spon Ads Each Rep 2 Ord Sponsored Ads (BHP)	0.1	$386k		4.6k	83.31	View chart
Te Connectivity Plc Com Usd0.01 Ord Shs (TEL)	0.1	$384k	-3%	1.9k	201.61	View chart
Norfolk Southern (NSC)	0.1	$382k		1.2k	314.68	View chart
United Micr Elctrns Adr Rep 5 Ord Spon Adr New (UMC)	0.1	$376k		14k	27.21	View chart
Gilead Sciences (GILD)	0.1	$374k		3.0k	126.34	View chart
Shinhan Financial Group Co Ltd Spons Adr Each Rep 2 Ord Krw5000 Spn Adr Restrd (SHG)	0.1	$371k		5.9k	63.25	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$371k		1.6k	237.33	View chart
Capital One Financial (COF)	0.1	$370k		1.8k	200.62	View chart
Posco Holdings Inc Adr Each Rep 1/4 Ord Krw5000 Sponsored Adr (PKX)	0.1	$369k	+56%	7.2k	51.38	View chart
Icici Bank Limited Spon Adr Each Repr 2 Ord Adr (IBN)	0.1	$369k	-7%	13k	29.03	View chart
Marvell Technology (MRVL)	0.1	$358k		1.2k	297.81	View chart
Relx Plc Spon Ads Each Repr 1 Ord Shs Gbp0.144 Sponsored Adr (RELX)	0.1	$358k		11k	31.67	View chart
Pfizer (PFE)	0.1	$357k	+7%	15k	24.08	View chart
Flexshares Trust Morningstar Global Upstream Nat Res Idx Mornstar Upstr (GUNR)	0.1	$356k		7.2k	49.28	View chart
Dr. Reddy S Laboratories- Adr (RDY)	0.1	$356k	+5%	25k	14.49	View chart
Hca Holdings (HCA)	0.1	$351k	-4%	899.00	389.89	View chart
Cme (CME)	0.1	$349k		1.6k	220.83	View chart
ResMed (RMD)	0.1	$348k		1.8k	194.88	View chart
Korea Elec Pwr Corp Sponsored Adr (KEP)	0.1	$348k	+5%	29k	12.10	View chart
Bristol Myers Squibb (BMY)	0.1	$344k	-7%	6.0k	57.62	View chart
Microchip Technology (MCHP)	0.1	$340k	+6%	3.7k	91.20	View chart
Nucor Corporation (NUE)	0.1	$338k		1.5k	222.75	View chart
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)	0.1	$336k		2.0k	164.25	View chart
Phillips 66 (PSX)	0.1	$335k		2.0k	169.05	View chart
Comfort Systems USA (FIX)	0.1	$333k		168.00	1981.95	View chart
International Business Machines (IBM)	0.1	$333k	-25%	1.2k	281.21	View chart
Unilever Plc Sponsored Ads Each 1 Ord Spon Adr New (UL)	0.1	$332k		5.5k	60.12	View chart
Rio Tinto Adr Each Rep 1 Ord Sponsored Adr (RIO)	0.1	$326k		3.4k	94.93	View chart
3M Company (MMM)	0.1	$324k		2.0k	161.91	View chart
Regions Financial Corporation (RF)	0.1	$323k		11k	30.20	View chart
Truist Financial Corp equities (TFC)	0.1	$319k		6.4k	49.82	View chart
O'reilly Automotive (ORLY)	0.1	$318k		3.5k	92.09	View chart
Cloudflare Inc Cl A Cl A Com (NET)	0.1	$312k	+3%	1.3k	245.28	View chart
Bloom Energy Corp Com Cl A Com Cl A (BE)	0.1	$310k	+5%	1.0k	302.70	View chart
Xpeng Inc Spon Ads Each Rep 2 Cl A Ord Ads (XPEV)	0.1	$309k	-7%	23k	13.24	View chart
eBay (EBAY)	0.1	$308k		2.8k	111.75	View chart
Thermo Fisher Scientific (TMO)	0.1	$306k		610.00	501.70	View chart
Totalenergies Se Eur2.5 Act (TTE)	0.1	$305k		3.9k	77.76	View chart
Chubb (CB)	0.1	$304k		893.00	340.74	View chart
Prologis (PLD)	0.1	$303k		2.2k	135.47	View chart
Cheniere Energy Inc Com Usd0.003 Com New (LNG)	0.1	$302k		1.3k	239.01	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.1	$299k	+10%	392.00	763.14	View chart
Intercontinental Hotels Group Spon Ads Each Repr 1 Ord Sponsored Ads (IHG)	0.1	$299k		1.7k	173.12	View chart
CVS Caremark Corporation (CVS)	0.1	$297k		2.9k	103.45	View chart
American Tower Reit (AMT)	0.1	$294k	+6%	1.8k	163.57	View chart
Autodesk (ADSK)	0.1	$294k		1.5k	194.42	View chart
Humana (HUM)	0.1	$292k	+5%	735.00	397.22	View chart
Ishares Tr Esg Aw Msci Eafe Esg Aw Msci Eafe (ESGD)	0.1	$289k		2.8k	102.81	View chart
Logitech International Sa SHS (LOGI)	0.1	$288k		3.1k	94.04	View chart
Duke Energy Corp New Com New Isin #us26441c2044 Sedol #b7jzsk0 Com New (DUK)	0.1	$284k		2.2k	126.58	View chart
Air Products & Chemicals (APD)	0.1	$282k		962.00	293.18	View chart
Agnico (AEM)	0.1	$279k		1.8k	155.13	View chart
Simon Property (SPG)	0.1	$276k		1.2k	223.56	View chart
salesforce (CRM)	0.1	$276k	-22%	1.8k	156.66	View chart
Doordash Inc Cl A Cl A (DASH)	0.1	$271k		1.5k	184.53	View chart
Travelers Companies (TRV)	0.1	$271k		821.00	330.06	View chart
Ishares Core S&p Us Growth Etf Core S&p Us Gwt (IUSG)	0.1	$269k		1.4k	188.13	View chart
Eaton Corporation SHS (ETN)	0.0	$264k		620.00	426.12	View chart
MetLife (MET)	0.0	$263k		3.1k	84.61	View chart
Anthem (ELV)	0.0	$263k		679.00	386.73	View chart
Analog Devices (ADI)	0.0	$261k	+2%	657.00	397.17	View chart
Cigna Corp (CI)	0.0	$260k	+2%	943.00	275.68	View chart
Burlington Stores (BURL)	0.0	$258k		813.00	316.80	View chart
Marriott International Inc Com Usd0.01 Class A Cl A (MAR)	0.0	$257k		693.00	370.85	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$256k	-2%	1.8k	144.60	View chart
Cummins (CMI)	0.0	$255k	-5%	358.00	713.21	View chart
Nrg Energy Com New (NRG)	0.0	$253k		1.7k	146.06	View chart
Electronic Arts (EA)	0.0	$252k		1.2k	205.04	View chart
Manulife Finl Corp (MFC)	0.0	$251k		6.2k	40.51	View chart
Targa Res Corp (TRGP)	0.0	$250k	+21%	934.00	268.14	View chart
Carrier Global Corporation (CARR)	0.0	$248k		3.4k	73.35	View chart
Devon Energy Corporation (DVN)	0.0	$246k	+65%	5.9k	41.32	View chart
Servicenow (NOW)	0.0	$244k	-15%	2.5k	99.28	View chart
BP Sponsored Adr (BP)	0.0	$244k		6.6k	36.95	View chart
Freeport-mcmoran Inc Com Usd0.10 CL B (FCX)	0.0	$244k	+7%	3.9k	62.89	View chart
American Water Works (AWK)	0.0	$239k	-2%	1.8k	131.58	View chart
Colgate-Palmolive Company (CL)	0.0	$238k	+7%	2.6k	91.68	View chart
AutoZone (AZO)	0.0	$237k		74.00	3195.95	View chart
Hewlett Packard Enterprise (HPE)	0.0	$236k	+11%	5.2k	45.11	View chart
Marsh & McLennan Companies (MRSH)	0.0	$236k	-13%	1.4k	166.67	View chart
Arcelormittal Ny Registry Ny Registry Sh (MT)	0.0	$234k		3.9k	60.22	View chart
Blackrock (BLK)	0.0	$234k		243.00	961.56	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Tax Exempt Bd (VTEB)	0.0	$233k		4.6k	50.58	View chart
Monster Beverage Corp (MNST)	0.0	$232k		2.4k	96.12	View chart
Expeditors International of Washington (EXPD)	0.0	$232k		1.4k	162.98	View chart
Eni Sponsored Adr (E)	0.0	$230k		4.9k	46.86	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$229k	-24%	6.9k	33.29	View chart
Aegon Limited Amer Regd Cert Amer Reg 1 Cert (AEG)	0.0	$229k		27k	8.44	View chart
Ross Stores (ROST)	0.0	$225k		1.1k	212.79	View chart
At&t (T)	0.0	$225k		11k	20.70	View chart
Equinor Asa Spon Adr Each Rep 1 Ord Sponsored Adr (EQNR)	0.0	$225k		7.1k	31.40	View chart
Deutsche Bank Namen Akt (DB)	0.0	$223k		6.6k	33.76	View chart
Tenaris S.a. Spons Ads Each Rep 2 Ord Sponsored Ads (TS)	0.0	$223k		4.0k	55.49	View chart
Williams Companies (WMB)	0.0	$218k		2.9k	74.34	View chart
Fifth Third Ban (FITB)	0.0	$218k		3.9k	56.37	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 Q2 filed Aug. 14, 2026
Basecamp Wealth Advisors 2026 Q1 filed June 24, 2026
Basecamp Wealth Advisors 2025 Q4 filed June 24, 2026

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