Base Wealth Management LLC - Portfolio overview

Base Wealth Management LLC has 72 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 14.88%
2. PYLD - PIMCO ETF TR, 8.06%
3. CGBL - CAPITAL GROUP CORE BALANCED, 5.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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