Base Wealth Management LLC - Portfolio Stock Holdings
Base Wealth Management LLC disclosed 74 stock positions in a recent SEC 13F filing. $224,986,526 of stock holdings were filed, with the largest holdings including VOO, GARP, and PYLD. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $326,333,445 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
74Est. Stock Holding Value:
$224,986,526Top Stock Holdings By Sector
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Portfolio Stock Holdings - Base Wealth Management LLC
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Stock
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% of Portfolio
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