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BWA
Basecamp Wealth Advisors Portfolio holdings
AUM
$537M
This Fund
S&P 500
This Quarter
Est. Return
-1.27%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$483M
AUM Growth
+$13.9M
(+3%)
Cap. Flow
+$29.7M
Cap. Flow
% of AUM
6.14%
Top 10 Holdings %
Top 10 Hldgs %
52.74%
Holding
2,198
New
446
Increased
509
Reduced
485
Closed
185
Avg Time Held Equity + Options
0.8
quarters
Top 10 Avg Time Held Equity + Options
1
quarter
Top 20 Avg Time Held Equity + Options
1
quarter
Avg Time Held Equity only
0.8
quarters
Top 10 Avg Time Held Equity only
1
quarter
Top 20 Avg Time Held Equity only
1
quarter
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$7.78M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$5.52M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$3M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.39M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.81M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$746K |
| 2 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$381K |
| 3 |
CYBR
CyberArk
CYBR
|
+$144K |
| 4 |
iShares Gold Trust
IAU
|
+$98.2K |
| 5 |
Invesco DB Commodity Index Tracking Fund
DBC
|
+$74.2K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 47.88% |
| 2 | Technology | 17.02% |
| 3 | Financials | 7.06% |
| 4 | Healthcare | 6.89% |
| 5 | Consumer Discretionary | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1151
nCino
NCNO
$1.98B
| $5.74K | ﹤0.01% |
+383
| New | +$7.2K |
2026 Q1
0 quarters
|
|
|
ECHO
1152
EchoStar
ECHO
$27.4B
| $5.74K | ﹤0.01% |
49
+2
| +4% | +$230 |
2025 Q4
1 quarter
|
|
1153
Stewart Information Services
STC
$1.57B
| $5.73K | ﹤0.01% |
93
+38
| +69% | +$2.53K |
2025 Q4
1 quarter
|
|
1154
LPL Financial
LPLA
$24.9B
| $5.72K | ﹤0.01% |
19
| – | – |
2025 Q4
1 quarter
|
|
1155
ON Semiconductor
ON
$33B
| $5.7K | ﹤0.01% |
92
+50
| +119% | +$3.14K |
2025 Q4
1 quarter
|
|
1156
ICU Medical
ICUI
$3.99B
| $5.68K | ﹤0.01% |
44
-5
| -10% | -$719 |
2025 Q4
1 quarter
|
|
1157
Sotera Health
SHC
$5.2B
| $5.65K | ﹤0.01% |
+394
| New | +$6.54K |
2026 Q1
0 quarters
|
|
1158
Pinterest
PINS
$10.9B
| $5.63K | ﹤0.01% |
307
-753
| -71% | -$15.7K |
2025 Q4
1 quarter
|
|
1159
IPG Photonics
IPGP
$3.58B
| $5.62K | ﹤0.01% |
49
-15
| -23% | -$1.63K |
2025 Q4
1 quarter
|
|
1160
Remitly
RELY
$4.61B
| $5.56K | ﹤0.01% |
355
+217
| +157% | +$3.21K |
2025 Q4
1 quarter
|
|
1161
iRhythm Holdings
IRTC
$3.64B
| $5.55K | ﹤0.01% |
47
-12
| -20% | -$1.73K |
2025 Q4
1 quarter
|
|
1162
Dentsply Sirona
XRAY
$1.73B
| $5.54K | ﹤0.01% |
478
| – | – |
2025 Q4
1 quarter
|
|
1163
Huron Consulting
HURN
$2.58B
| $5.48K | ﹤0.01% |
43
-3
| -7% | -$451 |
2025 Q4
1 quarter
|
|
1164
Sprouts Farmers Market
SFM
$6.01B
| $5.48K | ﹤0.01% |
71
-18
| -20% | -$1.34K |
2025 Q4
1 quarter
|
|
1165
Kyndryl
KD
$2.52B
| $5.46K | ﹤0.01% |
+416
| New | +$7.32K |
2026 Q1
0 quarters
|
|
1166
Mirum Pharmaceuticals
MIRM
$5.38B
| $5.45K | ﹤0.01% |
59
| – | – |
2025 Q4
1 quarter
|
|
1167
Eastman Chemical
EMN
$7.42B
| $5.42K | ﹤0.01% |
71
| – | – |
2025 Q4
1 quarter
|
|
1168
LCI Industries
LCII
$2.01B
| $5.41K | ﹤0.01% |
44
+18
| +69% | +$2.46K |
2025 Q4
1 quarter
|
|
1169
United Natural Foods
UNFI
$2.75B
| $5.41K | ﹤0.01% |
120
-4
| -3% | -$153 |
2025 Q4
1 quarter
|
|
1170
Liberty Media Corporation Series A Common Stock
FWONA
$20.9B
| $5.39K | ﹤0.01% |
69
| – | – |
2025 Q4
1 quarter
|
|
1171
Scorpio Tankers
STNG
$4.32B
| $5.3K | ﹤0.01% |
+71
| New | +$4.76K |
2026 Q1
0 quarters
|
|
1172
Liberty Energy
LBRT
$3.15B
| $5.3K | ﹤0.01% |
184
| – | – |
2025 Q4
1 quarter
|
|
1173
Bank OZK
OZK
$5.09B
| $5.28K | ﹤0.01% |
115
| – | – |
2025 Q4
1 quarter
|
|
1174
Westlake Corp
WLK
$8.12B
| $5.26K | ﹤0.01% |
45
+5
| +13% | +$485 |
2025 Q4
1 quarter
|
|
1175
Celestica
CLS
$48.8B
| $5.23K | ﹤0.01% |
19
| – | – |
2025 Q4
1 quarter
|
|
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Basecamp Wealth Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Basecamp Wealth Advisors held 2,198 positions worth $483M, up 3% from $469M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Basecamp Wealth Advisors deployed $29.7M of net new capital in Q1 2026, opening 446 new positions and adding to 509 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 12,448 shares worth $1.37M.
By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, up from 44% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Microsoft, an estimated $746K trimmed.
- Basecamp Wealth Advisors's largest Q1 2026 buy was iShares TIPS Bond ETF: 12,448 shares worth $1.37M.
- Basecamp Wealth Advisors added most to Vanguard FTSE All-World ex-US ETF in Q1 2026, an estimated $7.78M increase.
- Basecamp Wealth Advisors's biggest Q1 2026 reduction was Microsoft, cutting an estimated $746K.
- Basecamp Wealth Advisors fully exited CyberArk in Q1 2026, selling an estimated $144K.
- Basecamp Wealth Advisors's ten largest holdings make up 53% of its $483M portfolio in Q1 2026.
- Basecamp Wealth Advisors opened 446 new positions and closed 185 in Q1 2026.
- Basecamp Wealth Advisors's portfolio value rose 3% quarter-over-quarter to $483M.
Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.