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Portfolio (Quarterly) Guide ↗

Base Wealth Management LLC

· CIK 0002083977
13F Portfolio $215M AUM 67 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 27 Added 12 Reduced
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PYLD PIMCO ETF TR 657,199.0 $17.4M 8.11% +76K +13.1% $26.52 -2.1%
2 CGBL CAPITAL GROUP CORE BALANCED 321,993.0 $12.2M 5.68% +7K +2.1% $37.96 -0.6%
3 HDV ISHARES TR 380,207.0 $10.4M 4.85% +310K +438.2% $27.41 +8.0%
4 INCM FRANKLIN TEMPLETON ETF TR 356,455.0 $10.3M 4.78% +37K +11.6% $28.86 +1.7%
5 FMDE FIDELITY COVINGTON TRUST 225,308.0 $9.1M 4.25% +6K +2.5% $40.58 +2.6%
6 FDVV FIDELITY COVINGTON TRUST 141,941.0 $8.6M 3.98% +5K +3.5% $60.29 +3.6%
7 JCPB J P MORGAN EXCHANGE TRADED F 179,326.0 $8.4M 3.92% +27K +17.7% $46.94 -2.3%
8 JIRE J P MORGAN EXCHANGE TRADED F 101,496.0 $8.4M 3.89% +5K +4.9% $82.49 +1.7%
9 VIG VANGUARD SPECIALIZED FUNDS 26,363.0 $6.2M 2.90% +2K +8.8% $236.62 +1.9%
10 JEPI J P MORGAN EXCHANGE TRADED F 100,404.0 $5.7M 2.64% +11K +12.8% $56.48 +0.9%
11 VTV VANGUARD INDEX FDS 22,088.0 $4.8M 2.24% +978.0 +4.6% $217.93 +2.8%
12 JIVE J P MORGAN EXCHANGE TRADED F 43,304.0 $4.0M 1.85% +399.0 +0.9% $91.95 +6.5%
13 ITA ISHARES TR 11,110.0 $2.7M 1.25% +2K +16.9% $242.41 -7.0%
14 AAPL APPLE INC Technology 7,540.0 $2.2M 1.01% +266.0 +3.7% $289.35 +12.4%
15 VTI VANGUARD INDEX FDS 5,314.0 $2.0M 0.92% +102.0 +2.0% $370.07 +1.4%
16 BERKSHIRE HATHAWAY INC DEL 3,641.0 $1.8M 0.85% +23.0 +0.6% $500.39
17 BKGI BNY MELLON ETF TRUST 39,443.0 $1.8M 0.82% +3K +9.3% $44.97 -1.5%
18 ITOT ISHARES TR 9,412.0 $1.5M 0.72% +725.0 +8.3% $164.26 +1.4%
19 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,280.0 $1.1M 0.52% +663.0 +25.3% $338.18 -5.6%
20 ICSH ISHARES TR 20,940.0 $1.1M 0.49% +3K +19.5% $50.58 -0.4%
Page 1 of 2  ·  27 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 61.2%
Industrials 12.2%
Technology 11.9%
Consumer Defensive 6.3%
Consumer Cyclical 3.9%
Communication Services 1.8%
Energy 1.5%
Utilities 1.1%