Base Wealth Management LLC

Q3 2025 13F Holdings

Location
Lakewood Ranch, FL
Holdings as of
9/30/2025
Value ($000)
$175,463
Num holdings
63
Date filed
10/20/2025
Form type
13F-HR
Prev filing
9/19/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type