DOSSIER · 13F-HR · Q2 2026
Base Wealth Management LLC
$215M in tracked AUM across 66 positions as of Q2 2026.
BW
CIK 0002083977 · last filed Jun 30, 2026
AI Analysis · Q2 2026
SEC 13F Filing Analysis: Base Wealth Management LLC
1. Portfolio Overview
Base Wealth Management LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 98.2%, rising from $93.72M to $185.78M in a single quarter. This near-doubling of assets suggests a substantial influx of new client capital, rather than merely market appreciation. The portfolio now consists of 60 holdings, indicating a diversified approach. The ...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.