Top Institutional Investors

Basecamp Wealth Advisors LLC — 13F Holdings & Portfolio

CIK 2115254 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Basecamp Wealth Advisors LLC manages $537.4M in 13F-reported U.S. long-equity assets across 1,822 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (18.65%), VEU (12.88%), VT (3.35%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 377 new positions and exited 307; 820 existing positions rose in reported value and 481 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$537.4M

Long-equity book

Holdings
1,822

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+377 / −307 / ↑820 / ↓481

vs 2025-12-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VTI18.7% · -2%VEU12.9% · -3%VT3.4% · -2%LLY3.2% · 0%MSFT3.2% · -2%AAPL3.2% · +0%NVDA3.1% · +0%VWO2.4% · 0%GOOGL1.7% · +0%AMZN1.6% · -0%GOOG1.3% · +0%PHYS1.1% · 0%VXUS1.1% · 0%IWV1.0% · -0%IWB0.9% · -1%EFA0.9% · 0%AVGO0.8% · +0%MU0.8% · +2%TSM0.8% · -0%META0.7% · -0%AMD0.6% · +2%JPM0.6% · -0%ASML0.6% · 0%TSLA0.6% · +2%VEA0.6% · 0%VOO0.5% · +0%BRK.B0.4% · +1%AMAT0.4% · -0%V0.4% · -4%LRCX0.4% · +3%ABBV0.4% · -0%CAT0.3% · +0%KLAC0.3% · +910%GS0.3% · +1%INTC0.3% · +5%NVS0.3% · 0%IAU0.3% · 0%GLW0.3% · -0%JNJ0.3% · -3%WMT0.3% · -0%COST0.3% · -1%CSCO0.3% · 0%EEM0.3% · 0%PANW0.3% · -0%XOM0.3% · -0%RTX0.3% · +1%HD0.3% · +0%AZN0.2% · 0%ORCL0.2% · +2%ASX0.2% · +5%MA0.2% · -15%AXP0.2% · +0%VTV0.2% · 0%BAC0.2% · -0%AMGN0.2% · -0%GE0.2% · -2%MRK0.2% · -2%TXN0.2% · +1%TJX0.2% · -0%NFLX0.2% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 53.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 15, 2026.

Assets Under Management
$1.08B
Discretionary
$836.4M
Employees
4
Accounts
271
Address
10900 NE 8TH STREET
#1620
BELLEVUE, WA 98004
Phone
(425) 553-0031
Website
Mailing Address
P.O BOX 40130, BELLEVUE, WA, 98015
Name Title / Status Ownership Type
BASECAMP WEALTH ADVISORS, LLC ControlOWNER
since May 2025
75% or moreDomestic Entity
GONG, LIN ControlPARTNER, CHIEF OPERATING OFFICER, & WEALTH ADVISOR
since Feb 2025
10–25%Individual
JOHNSON, BRIAN, RAY ControlPARTNER, CHIEF COMPLIANCE OFFICER, & WEALTH ADVISOR
since Feb 2025
10–25%Individual
LAMAR, TERESA, LYNN ControlMANAGING PARTNER & WEALTH ADVISOR
since Feb 2025
25–50%Individual
LEVESQUE, JOSEPH, NORMAN ControlPARTNER, CHIEF INVESTMENT OFFICER, & WEALTH ADVISOR
since Feb 2025
10–25%Individual
Ownership & leadership changes · 5 filings with changes since Jan 3, 2025

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 24, 2026 filing
  • No longer listedLAMAR, TERESA, LYNN · OWNER / EXECUTIVE OFFICER · 25–50% · indirect via BASECAMP WEALTH ADVISORS, LLC · control person · listed since May 2025
  • ChangedGONG, LIN · ownership Less than 5% → 10–25%
  • ChangedJOHNSON, BRIAN, RAY · ownership Less than 5% → 10–25%
  • ChangedLAMAR, TERESA, LYNN · ownership Less than 5% → 25–50%
  • ChangedLEVESQUE, JOSEPH, NORMAN · ownership Less than 5% → 10–25%
Jun 4, 2025 filing
  • AddedBASECAMP WEALTH ADVISORS, LLC · OWNER · 75% or more · control person
  • AddedLAMAR, TERESA, LYNN · OWNER / EXECUTIVE OFFICER · 25–50% · indirect via BASECAMP WEALTH ADVISORS, LLC · control person
  • ChangedGONG, LIN · ownership 10–25% → Less than 5%
  • ChangedJOHNSON, BRIAN, RAY · ownership 10–25% → Less than 5%
  • ChangedLAMAR, TERESA, LYNN · ownership 25–50% → Less than 5%
  • ChangedLEVESQUE, JOSEPH, NORMAN · ownership 10–25% → Less than 5%
Feb 7, 2025 filing
  • No longer listedBC WEALTH ADVISORS HOLDINGS, LLC · HOLDING COMPANY · 75% or more · control person · listed since Jan 2025
  • No longer listedGONG, LIN · MEMBER · General partner, trustee or manager · indirect via BC WEALTH ADVISORS HOLDINGS, LLC · control person · listed since Feb 2025
  • No longer listedJOHNSON, BRIAN, RAY · MEMBER · General partner, trustee or manager · indirect via BC WEALTH ADVISORS HOLDINGS, LLC · control person · listed since Feb 2025
  • No longer listedLAMAR, TERESA, L. · MEMBER · 25–50% · indirect via BC WEALTH ADVISORS HOLDINGS, LLC · control person · listed since Feb 2025
  • No longer listedLEVESQUE, JOSEPH, NORMAN · MEMBER · General partner, trustee or manager · indirect via BC WEALTH ADVISORS HOLDINGS, LLC · control person · listed since Feb 2025
  • AddedGONG, LIN · PARTNER, CHIEF OPERATING OFFICER, & WEALTH ADVISOR · 10–25% · control person
  • AddedJOHNSON, BRIAN, RAY · PARTNER, CHIEF COMPLIANCE OFFICER, & WEALTH ADVISOR · 10–25% · control person
  • AddedLAMAR, TERESA, LYNN · MANAGING PARTNER & WEALTH ADVISOR · 25–50% · control person
  • ChangedLEVESQUE, JOSEPH, NORMAN · title CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, AND CHIEF EXECUTIVE OFFICER → PARTNER, CHIEF INVESTMENT OFFICER, & WEALTH ADVISOR; ownership Less than 5% → 10–25%
Jan 30, 2025 filing
  • AddedGONG, LIN · MEMBER · General partner, trustee or manager · indirect via BC WEALTH ADVISORS HOLDINGS, LLC · control person
  • AddedJOHNSON, BRIAN, RAY · MEMBER · General partner, trustee or manager · indirect via BC WEALTH ADVISORS HOLDINGS, LLC · control person
  • AddedLAMAR, TERESA, L. · MEMBER · 25–50% · indirect via BC WEALTH ADVISORS HOLDINGS, LLC · control person
  • AddedLEVESQUE, JOSEPH, NORMAN · MEMBER · General partner, trustee or manager · indirect via BC WEALTH ADVISORS HOLDINGS, LLC · control person
Jan 15, 2025 filing
  • ChangedLEVESQUE, JOSEPH, NORMAN · title CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER → CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, AND CHIEF EXECUTIVE OFFICER
Jan 3, 2025 filing (earliest on record)
  • ListedBC WEALTH ADVISORS HOLDINGS, LLC · HOLDING COMPANY · 75% or more · control person
  • ListedLEVESQUE, JOSEPH, NORMAN · CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Basecamp Wealth Advisors LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF VTI 922908769 $100.2M 18.65% 270,908 SH
2 VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US VEU 922042775 $69.2M 12.88% 826,521 SH
3 VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF VT 922042742 $18.0M 3.35% 114,837 SH
4 ELI LILLY &CO COM LLY 532457108 $17.4M 3.23% 14,478 SH
5 MICROSOFT CORP MSFT 594918104 $17.1M 3.18% 45,880 SH
6 APPLE INC AAPL 037833100 $17.1M 3.18% 59,064 SH
7 NVIDIA CORPORATION COM NVDA 67066G104 $16.7M 3.10% 83,377 SH
8 VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF VWO 922042858 $12.7M 2.37% 213,221 SH
9 ALPHABET INC CAP STK CL A GOOGL 02079K305 $9.0M 1.67% 25,127 SH
10 AMAZON.COM INC AMZN 023135106 $8.7M 1.61% 36,396 SH
11 ALPHABET INC CAP STK CL C GOOG 02079K107 $7.2M 1.33% 20,298 SH
12 SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239 PHYS 85207H104 $6.1M 1.13% 201,458 SH
13 VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VXUS 921909768 $5.9M 1.10% 69,284 SH
14 ISHARES RUSSELL 3000 ETF IWV 464287689 $5.5M 1.02% 12,875 SH
15 ISHARES RUSSELL 1000 INDEX FUND IWB 464287622 $5.1M 0.94% 12,360 SH
16 ISHARES MSCI EAFE ETF EFA 464287465 $4.7M 0.88% 45,549 SH
17 BROADCOM INC COM AVGO 11135F101 $4.2M 0.78% 11,084 SH
18 MICRON TECHNOLOGY INC MU 595112103 $4.1M 0.77% 3,581 SH
19 TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 TSM 874039100 $4.1M 0.76% 8,569 SH
20 META PLATFORMS INC CLASS A COMMON STOCK META 30303M102 $3.7M 0.69% 6,549 SH
21 ADVANCED MICRO DEVICES INC AMD 007903107 $3.4M 0.62% 5,778 SH
22 JPMORGAN CHASE &CO. COM JPM 46625H100 $3.3M 0.62% 10,141 SH
23 ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 ASML N07059210 $3.2M 0.60% 1,625 SH
24 TESLA INC COM TSLA 88160R101 $3.2M 0.59% 7,591 SH
25 VANGUARD DEVELOPED MARKETS INDEX FUND ETF VEA 921943858 $3.0M 0.56% 42,509 SH
26 VANGUARD INDEX FUNDS S&P 500 ETF USD VOO 922908363 $2.9M 0.55% 4,286 SH
27 BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B BRK.B 084670702 $2.4M 0.44% 4,772 SH
28 APPLIED MATERIALS INC COM USD0.01 AMAT 038222105 $2.4M 0.44% 3,286 SH
29 VISA INC V 92826C839 $2.3M 0.43% 6,808 SH
30 LAM RESEARCH CORP COM NEW LRCX 512807306 $2.0M 0.38% 4,718 SH
31 ABBVIE INC COM USD0.01 ABBV 00287Y109 $1.9M 0.36% 7,722 SH
32 CATERPILLAR INC COM CAT 149123101 $1.8M 0.34% 1,717 SH
33 KLA CORP COM NEW KLAC 482480100 $1.7M 0.33% 5,799 SH
34 GOLDMAN SACHS GROUP INC COM USD0.01 GS 38141G104 $1.7M 0.33% 1,728 SH
35 INTEL CORP COM USD0.001 INTC 458140100 $1.7M 0.32% 12,438 SH
36 NOVARTIS AG SPONSORED ADR NVS 66987V109 $1.7M 0.32% 10,959 SH
37 ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 IAU 464285204 $1.7M 0.31% 22,091 SH
38 CORNING INC GLW 219350105 $1.6M 0.29% 6,082 SH
39 JOHNSON &JOHNSON COM JNJ 478160104 $1.5M 0.27% 5,803 SH
40 WALMART INC COM WMT 931142103 $1.4M 0.27% 12,747 SH
41 COSTCO WHOLESALE CORP COM COST 22160K105 $1.4M 0.26% 1,521 SH
42 CISCO SYSTEMS INC CSCO 17275R102 $1.4M 0.26% 12,011 SH
43 ISHARES TRUST MSCI EMG MKTS ETF USD DIS EEM 464287234 $1.4M 0.26% 20,270 SH
44 PALO ALTO NETWORKS INC COM USD0.0001 PANW 697435105 $1.4M 0.26% 4,048 SH
45 EXXON MOBIL CORP COM XOM 30231G102 $1.4M 0.25% 9,917 SH
46 RTX CORPORATION COM USD1.00 RTX 75513E101 $1.4M 0.25% 7,119 SH
47 HOME DEPOT INC HD 437076102 $1.3M 0.25% 3,820 SH
48 ASTRAZENECA PLC ORD USD0.25 ISIN #GB0009895292 SEDOL #BPY0JG9 AZN G0593M107 $1.3M 0.24% 6,666 SH
49 ORACLE CORP ORCL 68389X105 $1.2M 0.22% 8,216 SH
50 ASE TECHNOLOGY HOLDING CO LTD SPON ADS EACH REP 2 ORD SHS ASX 00215W100 $1.2M 0.22% 26,554 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $537.4M 1,822 0001986152-26-000159
2026-03-31 2026-06-24 $483.3M 2,015 0001986152-26-000092
2025-12-31 2026-06-24 $469.5M 1,752 0001986152-26-000093
Filer Information
Address
10900 NE 8TH STREET
BELLEVUE, WA 98004
Phone
(425) 553-0031
Filing Manager
Basecamp Wealth Advisors LLC
BELLEVUE, WA
Signatory
Tammi Ellis
Compliance Consultant