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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
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 3,600.0 $611K 0.34% -45.0 -1.2% $169.66 -8.7%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 734.0 $478K 0.27% -1K -63.4% $650.60 +15.4%
23 GOOGL ALPHABET INC Communication Services 1,638.0 $471K 0.26% -158.0 -8.8% $287.59 +35.2%
24 J P MORGAN EXCHANGE TRADED F 7,427.0 $455K 0.26% -3K -31.6% $61.32
25 PG PROCTER & GAMBLE CO Consumer Defensive 2,601.0 $376K 0.21% -32.0 -1.2% $144.44 -1.0%
26 TSLA TESLA INC Consumer Cyclical 973.0 $362K 0.20% -512.0 -34.5% $371.58 +16.7%
27 VNQ VANGUARD INDEX FDS 3,805.0 $337K 0.19% -411.0 -9.8% $88.69 +9.6%
28 WMT WALMART INC Consumer Defensive 2,397.0 $298K 0.17% -209.0 -8.0% $124.29 -3.2%
29 MSFT MICROSOFT CORP Technology 723.0 $268K 0.15% -1K -59.3% $370.22 +12.4%
30 VYM VANGUARD WHITEHALL FDS 1,354.0 $201K 0.11% -99.0 -6.8% $148.10 +7.1%
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%