Long-term investor
Base Wealth Management LLC @basewealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002083977).
Record
- Tracked since 2025-03-31 (570 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +0.6% · 1 year +0.2% · all +0.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 13.5% · long · since 2025-09-30
- 46436E403 · 8.0% · long · since 2026-06-30
- 72201R585 · 7.0% · long · since 2025-09-30
- 14021D107 · 5.4% · long · since 2025-09-30
- HCI · 5.0% · long · since 2025-09-30
- 35473P439 · 4.7% · long · since 2025-09-30
- 46429B663 · 4.6% · long · since 2025-09-30
- 31609A503 · 4.1% · long · since 2025-12-31
- 316092840 · 4.0% · long · since 2025-09-30
- 46641Q134 · 4.0% · long · since 2025-09-30
- 46090E103 · 4.0% · long · since 2025-09-30
- 46641Q670 · 3.6% · long · since 2025-09-30