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Portfolio (Quarterly) Guide ↗

Base Wealth Management LLC

· CIK 0002083977
13F Portfolio $186M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTI VANGUARD INDEX FDS 6,229.0 $2.1M 1.12% NEW $335.27 +10.2%
22 JTEK J P MORGAN EXCHANGE TRADED F 18,880.0 $1.7M 0.92% NEW $90.07 +18.3%
23 BKGI BNY MELLON ETF TRUST 37,081.0 $1.5M 0.81% NEW $40.34 +15.3%
24 SPY SPDR S&P 500 ETF TR Financial Services 2,003.0 $1.4M 0.73% NEW $682.07 +10.0%
25 IVOO VANGUARD ADMIRAL FDS INC 12,017.0 $1.3M 0.72% NEW $111.80 +13.0%
26 ITOT ISHARES TR 8,754.0 $1.3M 0.70% NEW $148.69 +10.4%
27 CAT CATERPILLAR INC Industrials 1,990.0 $1.1M 0.61% NEW $572.78 +58.6%
28 AMZN AMAZON COM INC Consumer Cyclical 4,283.0 $989K 0.53% NEW $230.81 +14.9%
29 NVDA NVIDIA CORPORATION Technology 5,058.0 $943K 0.51% NEW $186.50 +15.2%
30 MSFT MICROSOFT CORP Technology 1,776.0 $859K 0.46% NEW $483.60 -14.0%
31 ICSH ISHARES TR 16,269.0 $823K 0.44% NEW $50.58 -0.0%
32 BOND PIMCO ETF TR 8,398.0 $782K 0.42% NEW $93.08 -1.3%
33 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.41% NEW $754800.00
34 PEP PEPSICO INC Consumer Defensive 5,161.0 $741K 0.40% NEW $143.52 +1.5%
35 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,712.0 $696K 0.38% NEW $256.79 +21.2%
36 J P MORGAN EXCHANGE TRADED F 10,861.0 $686K 0.37% NEW $63.18
37 TSLA TESLA INC Consumer Cyclical 1,485.0 $668K 0.36% NEW $449.58 -3.6%
38 IVW ISHARES TR 5,102.0 $629K 0.34% NEW $123.27 +12.2%
39 VONE VANGUARD SCOTTSDALE FDS 1,912.0 $591K 0.32% NEW $309.08 +9.6%
40 GOOGL ALPHABET INC Communication Services 1,796.0 $562K 0.30% NEW $312.96 +24.3%
Page 2 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 65.3%
Technology 14.5%
Industrials 6.4%
Consumer Defensive 5.3%
Consumer Cyclical 4.6%
Communication Services 1.6%
Energy 1.2%
Utilities 0.9%