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BWM

Base Wealth Management Portfolio holdings

AUM $215M
1-Year Est. Return 19.13%
This Fund
S&P 500
This Quarter Est. Return
+7.28%
1 Year Est. Return
+19.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$19.4M
Cap. Flow
+$8.47M
Cap. Flow %
4.83%
Top 10 Hldgs %
62.91%
Holding
65
New
9
Increased
29
Reduced
17
Closed
2

Sector Composition

Rank Sector Weight
1 Financials 9.15%
2 Technology 2.96%
3 Industrials 1.06%
4 Consumer Staples 1.06%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVUV icon
51
Avantis US Small Cap Value ETF
AVUV
$30.9B
$239K 0.14%
2,401
VB icon
52
Vanguard Morningstar Small-Cap ETF
VB
$83B
$232K 0.13%
911
-134
-13% -$33.2K
IBM icon
53
IBM
IBM
$222B
$229K 0.13%
811
AVGO icon
54
Broadcom
AVGO
$1.98T
$227K 0.13%
+689
New +$211K
VONV icon
55
Vanguard Russell 1000 Value ETF
VONV
$22B
$215K 0.12%
2,410
-485
-17% -$42.4K
SCHD icon
56
Schwab US Dividend Equity ETF
SCHD
$107B
$212K 0.12%
7,756
-248,397
-97% -$6.78M
IVV icon
57
iShares Core S&P 500 ETF
IVV
$904B
$210K 0.12%
+314
New +$202K
FBCG
58
Fidelity Blue Chip Growth ETF
FBCG
$7.27B
$208K 0.12%
+3,874
New +$197K
VYM icon
59
Vanguard High Dividend Yield ETF
VYM
$84B
$205K 0.12%
+1,457
New +$200K
HD icon
60
Home Depot
HD
$342B
$202K 0.12%
+499
New +$196K
BLND icon
61
Blend Labs
BLND
$331M
$162K 0.09%
44,392
PHK
62
PIMCO High Income Fund
PHK
$875M
$51K 0.03%
+10,212
New +$50K
MDCX
63
Medicus Pharma
MDCX
$18.8M
$26.7K 0.02%
11,543
CRS icon
64
Carpenter Technology
CRS
$26.3B
-760
Closed -$210K
PLUG icon
65
Plug Power
PLUG
$3.2B
-11,346
Closed -$16.9K

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Base Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Base Wealth Management held 65 positions worth $175M, up 12% from $156M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Base Wealth Management deployed $8.47M of net new capital in Q3 2025, opening 9 new positions and adding to 29 existing holdings. Its largest new stake was Fidelity High Dividend ETF: 113,019 shares worth $6.3M.

By sector, the portfolio is most concentrated in Financials at 9.1% of assets, up from 8.4% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $6.78M trimmed.

  • Base Wealth Management's largest Q3 2025 buy was Fidelity High Dividend ETF: 113,019 shares worth $6.3M.
  • Base Wealth Management added most to JPMorgan US Quality Factor ETF in Q3 2025, an estimated $3.04M increase.
  • Base Wealth Management's biggest Q3 2025 reduction was Schwab US Dividend Equity ETF, cutting an estimated $6.78M.
  • Base Wealth Management fully exited Carpenter Technology in Q3 2025, selling an estimated $210K.
  • Base Wealth Management's ten largest holdings make up 63% of its $175M portfolio in Q3 2025.
  • Base Wealth Management opened 9 new positions and closed 2 in Q3 2025.
  • Base Wealth Management's portfolio value rose 12% quarter-over-quarter to $175M.

Based on Base Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.