Long-term investor
Basecamp Wealth Advisors LLC @basecampwealthadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002115254).
Record
- Tracked since 2025-12-31 (257 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.7%
- Max drawdown n/a · win rate 12% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 18.7% · long · since 2025-12-31
- VEU · 12.9% · long · since 2025-12-31
- VT · 3.4% · long · since 2025-12-31
- LLY · 3.2% · long · since 2025-12-31
- MSFT · 3.2% · long · since 2025-12-31
- AAPL · 3.2% · long · since 2025-12-31
- NVDA · 3.1% · long · since 2025-12-31
- VWO · 2.4% · long · since 2025-12-31
- GOOGL · 1.7% · long · since 2025-12-31
- AMZN · 1.6% · long · since 2025-12-31
- GOOG · 1.3% · long · since 2025-12-31
- PHYS · 1.1% · long · since 2025-12-31