CIK 2083977
Base Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
60
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–60 of 60
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY CORP | 760 | $100K–$500K | SH |
| AVGO | BROADCOM INC | 681 | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 925 | $100K–$500K | SH |
| FBCG | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 1K | $100K–$500K | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| IVV | ISHARES TR | 316 | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 1K | $100K–$500K | SH |
| BLND | BLEND LABS INC | 44K | $100K–$500K | SH |
| PHK | PIMCO HIGH INCOME FD | 11K | $50K–$100K | SH |