Basecamp Wealth Advisors LLC: 13F holdings
CIK 21152542026Q2
| Positions | 1,822 |
|---|
| Reported value | $537.4m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 1,822 (-193 vs prior quarter) |
|---|
| Reported value | $537.4m (+11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 270,908 | $100.2m | 18.7% |
| VEU VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | 826,521 | $69.2m | 12.9% |
| ACWI VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF | 114,837 | $18.0m | 3.4% |
| LLY ELI LILLY &CO COM | 14,478 | $17.4m | 3.2% |
| MSFT MICROSOFT CORP | 45,880 | $17.1m | 3.2% |
| AAPL APPLE INC | 59,064 | $17.1m | 3.2% |
| NVDA NVIDIA CORPORATION COM | 83,377 | $16.7m | 3.1% |
| VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 213,221 | $12.7m | 2.4% |
| GOOGL ALPHABET INC CAP STK CL A | 25,127 | $9.0m | 1.7% |
| AMZN AMAZON.COM INC | 36,396 | $8.7m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2115254")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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