Base Wealth Management Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationlakewood ranch, FL
- CIK0002083977
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
60 | $185.78M | VOO, PYLD, HCI, CGBL | 13F-HR | Jan 20, 2026 | 000208397726000002 | ||
63 | $175.46M | VOO, HCI, PYLD, CGBL | 13F-HR | Oct 20, 2025 | 000208397725000003 | ||
56 | $156.04M | VOO, CGBL, PYLD, HCI | 13F-HR | Sep 19, 2025 | 000208397725000002 | ||
52 | $131.27M | VOO, CGBL, HCI, PYLD | 13F-HR | Sep 19, 2025 | 000208397725000001 |