Basecamp Wealth Advisors LLC

Basecamp Wealth Advisors LLC reported 1,822 holdings worth US$537M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 ยท Filed Aug 14, 2026

Basecamp Wealth Advisors LLC reported 1,822 holdings worth US$537M as of Jun 30, 2026. Largest: Eli Lilly And Company, Microsoft Corp. and Apple Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
1,822
Value as reported
US$537M

The filing in full

CompanySharesValue as reported% of portfolio
Eli Lilly And Company14,478US$17.4M3.2%
Microsoft Corp.45,880US$17.1M3.2%
Apple Inc59,064US$17.1M3.2%
Nvidia Corporation83,377US$16.7M3.1%
Alphabet Inc (google) Class C45,196US$16.2M3.0%
Amazon.com, Inc.36,396US$8.67M1.6%
Broadcom Inc.11,084US$4.19M0.78%
Micron Technology, Inc.3,581US$4.13M0.77%
Taiwan Semiconductor Manufacturing Co., Ltd.8,569US$4.09M0.76%
Meta Platforms, Inc.6,549US$3.69M0.69%
Advanced Micro Devices Inc5,778US$3.36M0.62%
Jp Morgan Chase & Co.10,141US$3.32M0.62%
Asml Holding Nv1,625US$3.23M0.60%
Tesla, Inc.7,591US$3.19M0.59%
Berkshire Hathaway Inc.4,772US$2.39M0.44%
Applied Materials, Inc.3,286US$2.38M0.44%
Visa Inc.6,808US$2.34M0.43%
Lam Research Corporation4,718US$2.04M0.38%
Abbvie Inc.7,722US$1.94M0.36%
Caterpillar, Inc.1,717US$1.83M0.34%
Kla Corporation5,799US$1.75M0.33%
Goldman Sachs Group, Inc. (the)1,728US$1.75M0.33%
Intel Corporation12,438US$1.74M0.32%
Novartis Ag10,959US$1.72M0.32%
Corning Incorporated6,082US$1.55M0.29%
Johnson & Johnson5,803US$1.47M0.27%
Walmart Inc.12,747US$1.44M0.27%
Costco Wholesale Corporation1,521US$1.42M0.26%
Cisco Systems, Inc.12,011US$1.41M0.26%
Palo Alto Networks, Inc.4,048US$1.38M0.26%
Exxon Mobil Corporation9,917US$1.36M0.25%
Rtx Corporation7,119US$1.35M0.25%
Home Depot, Inc. (the)3,820US$1.35M0.25%
Oracle Corporation8,216US$1.2M0.22%
Ase Technology Holding Co., Ltd.26,554US$1.2M0.22%
Mastercard Incorporated2,318US$1.19M0.22%
American Express Company3,370US$1.14M0.21%
Bank Of America Corporation18,754US$1.07M0.20%
Amgen Inc.2,922US$1.06M0.20%
Ge Aerospace2,812US$1.05M0.20%
Merck & Company, Inc.8,064US$1.04M0.19%
Texas Instruments Incorporated3,447US$1.03M0.19%
Tjx Companies, Inc. (the)6,649US$1.01M0.19%
Netflix, Inc.13,870US$990K0.18%
Unitedhealth Group Incorporated2,312US$961K0.18%
Coca-cola Company (the)11,676US$949K0.18%
Palantir Technologies Inc.7,988US$932K0.17%
Chevron Corporation5,365US$889K0.17%
Pnc Financial Services Group, Inc. (the)3,590US$884K0.16%
Ge Vernova Inc.734US$863K0.16%
Illinois Tool Works Inc.3,129US$846K0.16%
Shell Plc10,868US$843K0.16%
Morgan Stanley3,928US$821K0.15%
Procter & Gamble Company (the)5,478US$803K0.15%
Starbucks Corporation7,799US$797K0.15%
Sandisk Corporation348US$791K0.15%
Uber Technologies, Inc.10,791US$779K0.14%
Deere & Company1,221US$775K0.14%
Paccar Inc.6,223US$748K0.14%
Union Pacific Corporation2,704US$735K0.14%
Qualcomm Incorporated3,945US$729K0.14%
Shopify Inc.6,327US$722K0.13%
Citigroup, Inc.5,103US$714K0.13%
United Rentals, Inc.625US$708K0.13%
Toyota Motor Corp.4,158US$700K0.13%
Western Digital Corporation1,072US$685K0.13%
Nextera Energy, Inc.7,647US$671K0.12%
Banco Santander, S.a.47,938US$662K0.12%
Sap Se4,282US$660K0.12%
Automatic Data Processing, Inc.2,850US$638K0.12%
Stmicroelectronics Nv8,439US$632K0.12%
Abbott Laboratories6,810US$618K0.11%
Church & Dwight Company, Inc.6,268US$607K0.11%
Mckesson Corporation798US$603K0.11%
Hsbc Holdings Plc6,321US$601K0.11%
Allstate Corporation (the)2,479US$590K0.11%
Charles Schwab Corporation (the)6,327US$584K0.11%
Progressive Corporation (the)2,632US$575K0.11%
Kinross Gold Corporation24,308US$574K0.11%
Pepsico, Inc.4,227US$572K0.11%
The Hartford Insurance Group, Inc.4,296US$569K0.11%
Mitsubishi Ufj Financial Group, Inc.28,371US$564K0.11%
Philip Morris International Inc3,075US$556K0.10%
Kb Financial Group Inc.5,228US$549K0.10%
Booking Holdings Inc. Common Stock3,028US$540K0.10%
Wells Fargo & Company6,422US$531K0.10%
Sony Group Corporation26,455US$531K0.10%
Marathon Petroleum Corporation2,067US$528K0.10%
Owens Corning Inc3,317US$527K0.10%
Emerson Electric Company3,675US$526K0.10%
Novo Nordisk A/s Class B10,958US$525K0.10%
Woori Financial Group, Inc.9,151US$525K0.10%
Conocophillips5,047US$525K0.10%
Arista Networks, Inc.3,084US$524K0.10%
Banco Bilbao Vizcaya Argentaria, S.a.20,776US$521K0.10%
Royal Bank Of Canada2,511US$520K0.10%
Mcdonald's Corporation1,910US$516K0.10%
Csx Corporation10,811US$514K0.10%
Sumitomo Mitsui Financial Group, Inc.21,689US$511K0.10%
Welltower Inc.2,213US$502K0.09%

Every holding of Basecamp Wealth Advisors LLC

Source

View original at SEC

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