Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds Vanguard Total Stk Mkt Etf | $100.2M | 18.7% | −1.6% |
| VEUVanguard Intl Equity Index Fds Allwrld Ex Us | $69.2M | 12.9% | −2.9% |
| VTVanguard Intl Equity Index Fds Tt Wrld St Etf | $18.0M | 3.4% | −2.4% |
| LLYEli Lilly &co Com | $17.4M | 3.2% | |
| MSFTMicrosoft Corp | $17.1M | 3.2% | −1.7% |
| AAPLApple Inc | $17.1M | 3.2% | |
| NVDANvidia Corporation Com | $16.7M | 3.1% | |
| VWOVanguard Intl Equity Index Fds Ftse Emr Mkt Etf | $12.7M | 2.4% | |
| GOOGLAlphabet Inc Cap Stk Cl A | $9.0M | 1.7% | |
| AMZNAmazon.com Inc | $8.7M | 1.6% | |
| GOOGAlphabet Inc Cap Stk Cl C | $7.2M | 1.3% | |
| PHYSSprott Physical Gold Trust Unit Isin #ca85207h1047 Sedol #byvw239 | $6.1M | 1.1% | |
| VXUSVanguard Total International Stock Index Fund | $5.9M | 1.1% | |
| IWVIshares Russell 3000 Etf | $5.5M | 1.0% | |
| IWBIshares Russell 1000 Index Fund | $5.1M | 0.9% | |
| EFAIshares Msci Eafe Etf | $4.7M | 0.9% | |
| AVGOBroadcom Inc Com | $4.2M | 0.8% | |
| MUMicron Technology Inc | $4.1M | 0.8% | +1.5% |
| TSMTaiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 | $4.1M | 0.8% | |
| METAMeta Platforms Inc Class A Common Stock | $3.7M | 0.7% | |
| AMDAdvanced Micro Devices Inc | $3.4M | 0.6% | +2.2% |
| JPMJpmorgan Chase &co. Com | $3.3M | 0.6% | |
| Asml Holding Nv Eur0.09 Ny Registry Shs 2012CUSIP N07059210 | $3.2M | 0.6% | |
| TSLATesla Inc Com | $3.2M | 0.6% | +1.6% |
| VEAVanguard Developed Markets Index Fund Etf | $3.0M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | December 31, 2025 | +191.7% | $1.6M |
| AMATApplied Materials Inc Com Usd0.01 | December 31, 2025 | +181.3% | $2.4M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $3.4M |
| LRCXLam Research Corp Com New | December 31, 2025 | +153.1% | $2.0M |
| Asml Holding Nv Eur0.09 Ny Registry Shs 2012CUSIP N07059210 | December 31, 2025 | +86.0% | $3.2M |
| CATCaterpillar Inc Com | December 31, 2025 | +85.9% | $1.8M |
| TSMTaiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 | December 31, 2025 | +57.2% | $4.1M |
| JNJJohnson &johnson Com | December 31, 2025 | +22.7% | $1.5M |
| GSGoldman Sachs Group Inc Com Usd0.01 | December 31, 2025 | +15.1% | $1.7M |
| GOOGLAlphabet Inc Cap Stk Cl A | December 31, 2025 | +14.2% | $9.0M |
Sold off last quarter
- TIPIshares Tips Bond Etf was $1.4M
- BITWBitwise 10 Crypto Index Fd Unit Beneficial was $531K
- Honeywell International Inc Com Usd1CUSIP 438516106 was $168K
- XLESelect Sector Spdr Trust State Street Energy Select Sector Spdr Etf was $140K
- CTRACoterra Energy Inc Com was $119K
- Thomson-reuters Corp Com Npv( Post Rev Split) Isin #ca8849038085 Sedol #bpllty3CUSIP 884903808 was $101K
- TYLTyler Technologies Inc was $55K
- SOFISofi Technologies Inc Com was $53K
- MLCOMelco Resorts And Entertainment Ltd Spon Adr Each Rep 3 Ord Shs was $46K
- Xp Inc Com Usd0.00001 Class ACUSIP G98239109 was $46K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.9% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Basecamp Wealth Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2115254&type=13F-HR&dateb=&owner=include&count=40CIK 2115254
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2115254/000198615226000159/Filed August 14, 2026 · accession 0001986152-26-000159