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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 J P MORGAN EXCHANGE TRADED F 7,427.0 $455K 0.26% -3K -31.6% $61.32
42 NEE NEXTERA ENERGY INC Utilities 4,250.0 $395K 0.22% +84.0 +2.0% $92.88 -5.3%
43 VEA VANGUARD TAX-MANAGED FDS 5,885.0 $377K 0.21% $64.08 +11.8%
44 PG PROCTER & GAMBLE CO Consumer Defensive 2,601.0 $376K 0.21% -32.0 -1.2% $144.44 -1.0%
45 TSLA TESLA INC Consumer Cyclical 973.0 $362K 0.20% -512.0 -34.5% $371.58 +16.0%
46 VNQ VANGUARD INDEX FDS 3,805.0 $337K 0.19% -411.0 -9.8% $88.69 +9.6%
47 CRS CARPENTER TECHNOLOGY CORP Industrials 760.0 $300K 0.17% $394.15 +15.6%
48 WMT WALMART INC Consumer Defensive 2,397.0 $298K 0.17% -209.0 -8.0% $124.29 -4.8%
49 QQQM INVESCO EXCH TRADED FD TR II 1,219.0 $290K 0.16% +294.0 +31.8% $237.56 +26.4%
50 FBCG FIDELITY COVINGTON TRUST 5,376.0 $269K 0.15% +1K +31.5% $50.12 +23.4%
51 AVUV AMERICAN CENTY ETF TR 2,432.0 $269K 0.15% $110.47 +9.7%
52 MSFT MICROSOFT CORP Technology 723.0 $268K 0.15% -1K -59.3% $370.22 +12.1%
53 VONV VANGUARD SCOTTSDALE FDS 2,410.0 $226K 0.13% $93.74 +11.5%
54 IVV ISHARES TR 345.0 $225K 0.13% +29.0 +9.2% $653.11 +15.3%
55 AVGO BROADCOM INC Technology 715.0 $221K 0.12% +34.0 +5.0% $309.71 +36.7%
56 CSX CSX CORP Industrials 5,234.0 $215K 0.12% NEW $41.05 +13.0%
57 AVDV AMERICAN CENTY ETF TR 2,078.0 $208K 0.12% NEW $99.86 +10.3%
58 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 8,229.0 $205K 0.11% NEW $24.86 +1.2%
59 CTAS CINTAS CORP Industrials 1,191.0 $202K 0.11% $169.21 +1.4%
60 VYM VANGUARD WHITEHALL FDS 1,354.0 $201K 0.11% -99.0 -6.8% $148.10 +7.1%
Page 3 of 3  ·  60 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%