DOSSIER · 13F-HR · Q1 2026
Base Wealth Management LLC
Base Wealth's hedge fund based in Omaha, NE — $179M in tracked AUM across 60 positions as of Q1 2026.
BW
Base Wealth·Omaha, NE·Hedge Fund
CIK 0002083977 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 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 — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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