Portfolio (Quarterly) Guide ↗

Base Wealth Management LLC

· CIK 0002083977

13F Portfolio $179M AUM 60 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 15 Added 30 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VOT	VANGUARD INDEX FDS	—	8,746	$2.4M	1.31%	SOLD
2	—	BERKSHIRE HATHAWAY INC DEL	—	1	$755K	0.41%	SOLD
3	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,820	$324K	0.17%	SOLD
4	IBM	INTERNATIONAL BUSINESS MACHS	Technology	811	$240K	0.13%	SOLD
5	BLND	BLEND LABS INC	Technology	44,392	$135K	0.07%	SOLD
6	PHK	PIMCO HIGH INCOME FD	Financial Services	11,178	$54K	0.03%	SOLD

Sector Allocation

Financial Services 62.2%

Technology 10.6%

Industrials 10.1%

Consumer Defensive 7.7%

Consumer Cyclical 4.1%

Energy 2.2%

Communication Services 1.7%

Utilities 1.4%