Arkolith/Funds/Base Wealth Management LLC

Base Wealth Management LLC

CIK 2083977Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Base Wealth Management LLC holds a focused book of 66 stocks worth $215.0M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Ishares Msci USA Quality Gar and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 14% of the equity book. Cloning the disclosed picks since 2025 would be +6% (+8.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
31
existing
Trimmed
16
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+6.4%
+8.4%/yr · since Oct '25
Their reported book
+6.6%
held from quarter-end
S&P 500
+10.7%
same window
$9K$10K$10K$11K$11KOct '25Dec '25Feb '26Apr '26May '26Jul '26
Base Wealth Management LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Base Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
59%
Top 20 holdings
85%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

12% mapped to company sectors

ETF / fund or unclassified
88%
Financials
6%
Information Technology
2%
Industrials
2%
Consumer Discretionary
1%
Consumer Staples
1%
Materials
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Base Wealth Management LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY66 / 66$463.2B
RAYMOND JAMES FINANCIAL INC66 / 66$84.8B
LPL Financial LLC66 / 66$84.0B
OSAIC HOLDINGS, INC.66 / 66$17.6B
CWM, LLC66 / 66$7.7B
JPMORGAN CHASE & CO65 / 66$430.9B
ROYAL BANK OF CANADA65 / 66$131.3B
UBS Group AG65 / 66$119.2B

Ranked by how many of Base Wealth Management LLC's top 66 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

66 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$29.6M43.1K
13.8%
−8.5%
Reduced · −4K sh
2Pimco ETF TR
MULTISECTOR BD
$17.4M657.2K
8.1%
+13%
Added · +76K sh
3Capital Group Core Balanced
SHS
$12.2M322.0K
5.7%
+2.1%
Added · +7K sh
4Hci Group Inc
COM
$11.4M65.3K
5.3%
Held
5Ishares TR
CORE HIGH DV ETF
$10.4M380.2K
4.8%
+438%
Added · +310K sh
6Franklin Templeton ETF TR
INCOME FOCUS ETF
$10.3M356.5K
4.8%
+12%
Added · +37K sh
7Ishares TR
MSCI US GARP ETF
$9.4M114.2K
4.4%
New
New position
8Fidelity Covington Trust
ENH MID COR ETF
$9.1M225.3K
4.3%
+2.5%
Added · +6K sh
9Fidelity Covington Trust
HIGH DIVID ETF
$8.6M141.9K
4.0%
+3.5%
Added · +5K sh
10Vanguard Scottsdale FDS
VNG RUS1000GRW
$8.5M66.1K
3.9%
−18%
Reduced · −15K sh
11J P Morgan Exchange Traded F
CORE PLUS BD ETF
$8.4M179.3K
3.9%
+18%
Added · +27K sh
12J P Morgan Exchange Traded F
INTRNL RES EQT
$8.4M101.5K
3.9%
+4.9%
Added · +5K sh
13Invesco QQQ TR
UNIT SER 1
$8.4M11.4K
3.9%
−3.7%
Reduced · −438 sh
14Vanguard Specialized Funds
DIV APP ETF
$6.2M26.4K
2.9%
+8.8%
Added · +2K sh
15J P Morgan Exchange Traded F
EQUITY PREMIUM
$5.7M100.4K
2.6%
+13%
Added · +11K sh
16Vanguard Index FDS
VALUE ETF
$4.8M22.1K
2.2%
+4.6%
Added · +978 sh
17American Centy ETF TR
AVANTIS EMGMKT
$4.0M41.3K
1.9%
New
New position
18J P Morgan Exchange Traded F
JPMORGAN INTL VL
$4.0M43.3K
1.9%
+0.9%
Added · +399 sh
19Vanguard Admiral FDS Inc
SMLLCP 600 IDX
$2.9M21.0K
1.3%
−0.5%
Reduced · −99 sh
20Ishares TR
US AER DEF ETF
$2.7M11.1K
1.3%
+17%
Added · +2K sh
21J P Morgan Exchange Traded F
U S TEC LEA ETF
$2.2M20.0K
1.0%
−7.3%
Reduced · −2K sh
22Apple Inc
COM
$2.2M7.5K
1.0%
+3.6%
Added · +266 sh
23Vanguard Index FDS
TOTAL STK MKT
$2.0M5.3K
0.9%
+1.9%
Added · +102 sh
24Caterpillar Inc
COM
$1.8M1.7K
0.9%
Held
25Berkshire Hathaway Inc Del
CL B NEW
$1.8M3.6K
0.8%
+0.6%
Added · +23 sh
26Bny Mellon ETF Trust
GLOBAL INFRASCTR
$1.8M39.4K
0.8%
+9.3%
Added · +3K sh
27Ishares TR
CORE S&P TTL STK
$1.5M9.4K
0.7%
+8.3%
Added · +725 sh
28Vanguard Admiral FDS Inc
MIDCP 400 IDX
$1.2M9.4K
0.6%
−8.5%
Reduced · −876 sh
29Applied Indl Technologies In
COM
$1.1M3.3K
0.5%
+25%
Added · +663 sh
30Ishares TR
ULTRA SHORT DUR
$1.1M20.9K
0.5%
+20%
Added · +3K sh
31J P Morgan Exchange Traded F
NASDAQ EQT PREM
$1.0M17.1K
0.5%
+14%
Added · +2K sh
32Amazon Com Inc
COM
$890K3.7K
0.4%
−0.3%
Reduced · −13 sh
33Pimco ETF TR
ULTR SH GO AC FD
$784K7.8K
0.4%
−4.4%
Reduced · −360 sh
34Coca Cola Co
COM
$743K9.1K
0.3%
+4.8%
Added · +419 sh
35Nvidia Corporation
COM
$708K3.5K
0.3%
−2.2%
Reduced · −79 sh
36Pepsico Inc
COM
$699K5.2K
0.3%
Held
37Pimco ETF TR
ACTIVE BD ETF
$696K7.5K
0.3%
Held
38Ishares TR
S&P 500 GRWT ETF
$648K4.7K
0.3%
−7.4%
Reduced · −376 sh
39Vanguard Scottsdale FDS
VNG RUS1000IDX
$645K1.9K
0.3%
−0.3%
Reduced · −5 sh
40Alphabet Inc
CAP STK CL A
$587K1.6K
0.3%
+0.4%
Added · +6 sh
41J P Morgan Exchange Traded F
US QUALTY FCTR
$547K7.6K
0.3%
+1.9%
Added · +143 sh
42State STR SPDR S&P 500 ETF T
TR UNIT
$520K696
0.2%
−5.2%
Reduced · −38 sh
43Exxon Mobil Corp
COM
$492K3.6K
0.2%
−0.1%
Reduced · −3 sh
44Carpenter Technology Corp
COM
$469K760
0.2%
Held
45Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$433K6.1K
0.2%
+3.3%
Added · +193 sh
46Tesla Inc
COM
$409K973
0.2%
Held
47Procter & Gamble Co
COM
$381K2.6K
0.2%
Held
48Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$377K1.2K
0.2%
+2.2%
Added · +27 sh
49NextEra Energy Inc
COM
$373K4.3K
0.2%
Held
50Vanguard Index FDS
REAL ESTATE ETF
$357K3.7K
0.2%
−2.6%
Reduced · −99 sh
Showing 50 of 66 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202666$215.0M13F-HR
Q1 2026Mar 31, 2026Apr 30, 202660$178.7M13F-HR
Q4 2025Dec 31, 2025Jan 21, 202660$185.8M13F-HR
Q3 2025Sep 30, 2025Oct 20, 202563$175.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.