Basecamp Wealth Advisors LLC portfolio
Latest available portfolio: Q2 2026 · Holdings as of · Filed · $537,385,353 in Form 13F holdings
See latest portfolio changesQuarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,822 | $537,385,353 | +$6,849,778 | -$13,126,583 | -$6,276,805 | VTI, VEU, VT, LLY, MSFT | 13F-HR | 14 Aug 2026, 17:08 |
| Q1 2026 | 2,013 | $483,325,708 | +$35,010,259 | -$6,358,545 | +$28,651,714 | VTI, VEU, MSFT, VT, AAPL | 13F-HR | 24 Jun 2026, 10:00 |
| Q4 2025 | 1,752 | $469,468,856 | $0 | $0 | $0 | VTI, VEU, MSFT, AAPL, LLY | 13F-HR | 24 Jun 2026, 10:06 |
Showing 1-3 of 3 filings.
Manager details and filing context
- Latest 13F filing
- Q2 2026 - 14 Aug 2026
- Latest reported 13F value
- $537,385,353
- Largest 13F holdings
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VTI VEU VT LLY MSFT AAPL NVDA VWO GOOGL AMZN GOOG PHYS
+8 more
VXUS IWV IWB EFA AVGO MU TSM META - Form 13F summary
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- Basecamp Wealth Advisors LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Basecamp Wealth Advisors LLC reported 1822 equity holdings with a total reported market value of $537,385,353 for Q2 2026. Top reported holdings included VTI, VEU, VT, LLY, and MSFT.
- Manager signature
- Tammi Ellis - Compliance Consultant
- Manager location
- Bellevue, WA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
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Holdings Value