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Holders — by stockHoldings — by fund

Basecamp Wealth Advisors LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002115254

$537.4M

disclosed book value

1,822

positions

18.7%

largest position share

Positions, as of 2026-06-30

top 100 of 1,822 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VTIVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF270,908$100.2M18.7%
2VEUVANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US826,521$69.2M12.9%
3VTVANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF114,837$18.0M3.4%
4LLYELI LILLY &CO COM14,478$17.4M3.2%
5MSFTMICROSOFT CORP45,880$17.1M3.2%
6AAPLAPPLE INC59,064$17.1M3.2%
7NVDANVIDIA CORPORATION COM83,377$16.7M3.1%
8VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF213,221$12.7M2.4%
9GOOGLALPHABET INC CAP STK CL A25,127$9.0M1.7%
10AMZNAMAZON.COM INC36,396$8.7M1.6%
11GOOGALPHABET INC CAP STK CL C20,298$7.2M1.3%
12PHYSSPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239201,458$6.1M1.1%
13VXUSVANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND69,284$5.9M1.1%
14IWVISHARES RUSSELL 3000 ETF12,875$5.5M1%
15IWBISHARES RUSSELL 1000 INDEX FUND12,360$5.1M0.9%
16EFAISHARES MSCI EAFE ETF45,549$4.7M0.9%
17AVGOBROADCOM INC COM11,084$4.2M0.8%
18MUMICRON TECHNOLOGY INC3,581$4.1M0.8%
19TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD108,569$4.1M0.8%
20METAMETA PLATFORMS INC CLASS A COMMON STOCK6,549$3.7M0.7%
21AMDADVANCED MICRO DEVICES INC5,778$3.4M0.6%
22JPMJPMORGAN CHASE &CO. COM10,141$3.3M0.6%
23ASML HOLDING NV EUR0.09 NY REGISTRY SHS 20121,625$3.2M0.6%
24TSLATESLA INC COM7,591$3.2M0.6%
25VEAVANGUARD DEVELOPED MARKETS INDEX FUND ETF42,509$3.0M0.6%
26VOOVANGUARD INDEX FUNDS S&P 500 ETF USD4,286$2.9M0.5%
27BRK/BBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B4,772$2.4M0.4%
28AMATAPPLIED MATERIALS INC COM USD0.013,286$2.4M0.4%
29VVISA INC6,808$2.3M0.4%
30LRCXLAM RESEARCH CORP COM NEW4,718$2.0M0.4%
31ABBVABBVIE INC COM USD0.017,722$1.9M0.4%
32CATCATERPILLAR INC COM1,717$1.8M0.3%
33KLACKLA CORP COM NEW5,799$1.7M0.3%
34GSGOLDMAN SACHS GROUP INC COM USD0.011,728$1.7M0.3%
35INTCINTEL CORP COM USD0.00112,438$1.7M0.3%
36NVSNOVARTIS AG SPONSORED ADR10,959$1.7M0.3%
37IAUISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N622,091$1.7M0.3%
38GLWCORNING INC6,082$1.6M0.3%
39JNJJOHNSON &JOHNSON COM5,803$1.5M0.3%
40WMTWALMART INC COM12,747$1.4M0.3%
41COSTCOSTCO WHOLESALE CORP COM1,521$1.4M0.3%
42CSCOCISCO SYSTEMS INC12,011$1.4M0.3%
43EEMISHARES TRUST MSCI EMG MKTS ETF USD DIS20,270$1.4M0.3%
44PANWPALO ALTO NETWORKS INC COM USD0.00014,048$1.4M0.3%
45EXMOCEXXON MOBIL CORP COM9,917$1.4M0.3%
46RTXRTX CORPORATION COM USD1.007,119$1.4M0.3%
47HDHOME DEPOT INC3,820$1.3M0.3%
48ASTRAZENECA PLC ORD USD0.25 ISIN #GB0009895292 SEDOL #BPY0JG96,666$1.3M0.2%
49ORCLORACLE CORP8,216$1.2M0.2%
50ASXASE TECHNOLOGY HOLDING CO LTD SPON ADS EACH REP 2 ORD SHS26,554$1.2M0.2%
51MAMASTERCARD INCORPORATED CL A2,318$1.2M0.2%
52AXPAMERICAN EXPRESS CO COM USD0.203,370$1.1M0.2%
53VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR5,136$1.1M0.2%
54BACBANK AMERICA CORP COM18,754$1.1M0.2%
55AMGNAMGEN INC2,922$1.1M0.2%
56GEGE AEROSPACE COM NEW2,812$1.1M0.2%
57MRKMERCK &CO. INC COM8,064$1.0M0.2%
58TXNTEXAS INSTRUMENTS INC COM USD1.003,447$1.0M0.2%
59TJXTJX COMPANIES INC6,649$1.0M0.2%
60NFLXNETFLIX INC13,870$990,3180.2%
61BCXBLACKROCK RES &COMMODITIES ST SHS86,764$981,3010.2%
62UNHUNITEDHEALTH GROUP INC2,312$960,9370.2%
63IEMGISHARES CORE MSCI EMERGING MARKETS ETF11,595$960,5300.2%
64KOCOCA-COLA CO11,676$948,9090.2%
65PLTRPALANTIR TECHNOLOGIES INC CL A7,988$931,9600.2%
66CVXCHEVRON CORP NEW COM5,365$889,3020.2%
67PNCPNC FINANCIAL SERVICES GROUP COM USD53,590$883,9300.2%
68GEVGE VERNOVA INC COM734$862,5820.2%
69SCHFSCHWAB INTERNATIONAL EQUITY ETF30,737$851,4150.2%
70GLDSPDR GOLD TR GOLD SHS2,308$850,2550.2%
71DBCINVESCO DB COMMDY INDX TRCK FD UNIT31,873$849,7340.2%
72ITWILLINOIS TOOL WORKS INC COM3,129$846,3010.2%
73SHELSHELL PLC SPON ADS EA REP 2 ORD SHS10,868$842,6850.2%
74IGFISHARES TR GLB INFRASTR ETF12,380$824,5080.2%
75MSMORGAN STANLEY COM USD0.013,928$821,1090.2%
76UBS GROUP AG16,333$809,4630.2%
77PGPROCTER AND GAMBLE CO COM5,478$803,2940.1%
78SBUXSTARBUCKS CORP COM USD0.0017,799$796,9800.1%
79SNDKSANDISK CORP COM348$791,2580.1%
80UBERUBER TECHNOLOGIES INC COM10,791$778,6790.1%
81DEDEERE & CO1,221$774,5170.1%
82PPLTABRDN PLATINUM ETF TRUST ABRDN PHYSICAL PLATINUM SHARES ETF54,247$766,5140.1%
83ESGUISHARES TR ESG AWARE MSCI USA ETF4,660$762,6410.1%
84PCARPACCAR INC COM USD1.006,223$747,5070.1%
85UNPUNION PAC CORP COM2,704$735,4880.1%
86QCOMQUALCOMM INC3,945$729,0350.1%
87SHOPSHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C76,327$722,4170.1%
88CCITIGROUP INC5,103$714,2160.1%
89URIUNITED RENTALS INC625$708,0560.1%
90TMTOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVL4,158$700,2900.1%
91WDCWESTERN DIGITAL CORP. COM1,072$684,7080.1%
92LINDE PLC COM EUR0.0011,317$683,4440.1%
93NEENEXTERA ENERGY INC COM USD0.017,647$671,1770.1%
94SANBANCO SANTANDER S.A. ADR47,938$661,5440.1%
95SAPSAP ADR REP 1 ORD4,282$659,8990.1%
96FERRARI N V EUR0.01 NEW1,746$650,0180.1%
97ADPAUTOMATIC DATA PROCESSING INC COM2,850$638,2580.1%
98STMSTMICROELECTRONICS SPON ADR EACH REP 1 ORD SHS8,439$631,9970.1%
99ABTABBOTT LABORATORIES6,810$617,9390.1%
100CHDCHURCH &DWIGHT CO INC COM6,268$607,2440.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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