Base Wealth Management LLC

Q4 2025 13F Holdings

Location
Lakewood Ranch, FL
Holdings as of
12/31/2025
Value ($000)
$185,782
Num holdings
60
Date filed
1/20/2026
Form type
13F-HR
Prev filing
10/20/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type