Base Wealth Management LLC
Q4 2025 13F Holdings
- Locationlakewood ranch, FL
- Num holdings
60
- Value ($000)
$185,782
- Date Filed01/20/2026
- Form type13F-HR
- CIK0002083977
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $31.7M | 17 % | 50,543 | ||
PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $12.77M | 7 % | 478,568 | ||
HCI GROUP INC | COM | 40416E103 | $12.52M | 7 % | 65,327 | ||
CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $12.03M | 7 % | 340,480 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $10.94M | 6 % | 89,817 | ||
FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | 35473P439 | $9.59M | 5 % | 341,939 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $9.38M | 5 % | 15,261 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | $8.36M | 5 % | 68,775 | ||
FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $8.17M | 4 % | 144,060 | ||
J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $6.97M | 4 % | 93,118 |
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