Basecamp Wealth Advisors LLC
CIK: 2115254SEC EDGAR →
Portfolio Value
$163.3B
Holdings
2,015
As of
Q1 2026
New Positions
1,999
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | 850,997 | $63.9B | 39.14% |
| 2 | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 213,221 | $11.5B | 7.06% |
| 3 | SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239 | 201,458 | $7.1B | 4.37% |
| 4 | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 69,284 | $5.3B | 3.27% |
| 5 | ISHARES MSCI EAFE ETF | 45,549 | $4.4B | 2.71% |
| 6 | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | 42,509 | $2.7B | 1.67% |
| 7 | ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 | 22,091 | $1.9B | 1.19% |
| 8 | NETFLIX INC | 13,866 | $1.3B | 0.82% |
| 9 | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 20,270 | $1.2B | 0.71% |
| 10 | BLACKROCK RES &COMMODITIES ST SHS | 86,764 | $1.0B | 0.64% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 408 | $109.7B | 67.2% |
| Unknown | 126 | $12.5B | 7.7% |
| Technology | 289 | $8.7B | 5.3% |
| Energy | 95 | $5.4B | 3.3% |
| Consumer Defensive | 81 | $4.1B | 2.5% |
| Healthcare | 251 | $4.0B | 2.5% |
| Basic Materials | 106 | $3.8B | 2.3% |
| Communication Services | 81 | $3.6B | 2.2% |
| Consumer Cyclical | 193 | $3.5B | 2.2% |
| Utilities | 55 | $3.4B | 2.1% |
| Industrials | 235 | $2.9B | 1.8% |
| Real Estate | 95 | $1.7B | 1.0% |