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 (525 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months +8.7% · 1 year +22.9% · all +22.9%
- Max drawdown -3.0% · Sharpe 1.09 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 13.8% · long · since 2025-03-31
- 72201R585 · 8.1% · long · since 2025-03-31
- 14021D107 · 5.7% · long · since 2025-03-31
- HCI · 5.3% · long · since 2025-03-31
- 46429B663 · 4.8% · long · since 2025-03-31
- 35473P439 · 4.8% · long · since 2025-09-30
- 46436E403 · 4.4% · long · since 2026-06-30
- 31609A503 · 4.3% · long · since 2025-12-31
- 316092840 · 4.0% · long · since 2025-09-30
- 92206C680 · 3.9% · long · since 2025-03-31
- 46641Q670 · 3.9% · long · since 2025-03-31
- 46641Q134 · 3.9% · long · since 2025-09-30
Copy on paper, free More traders How copying works
Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.