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Base Wealth Management LLC

Q3 2025 13F Holdings

  • Location
    lakewood ranch, FL
  • Num holdings

    63

  • Value ($000)

    $175,463

  • Date Filed
    10/20/2025
  • Form type
    13F-HR
  • CIK
    0002083977
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$21.72M
12 %

35,466

H
HCI

HCI GROUP INC

COM
40416E103
$12.54M
7 %

65,327

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$11.4M
7 %

424,750

C
CGBL

CAPITAL GROUP CORE BALANCED

SHS
14021D107
$11.25M
6 %

324,042

J
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
46641Q761
$10.63M
6 %

168,993

V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$10.26M
6 %

85,159

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$10.15M
6 %

16,904

I
INCM

FRANKLIN TEMPLETON ETF TR

INCOME FOCUS ETF
35473P439
$8.42M
5 %

303,385

H
HDV

ISHARES TR

CORE HIGH DV ETF
46429B663
$7.71M
4 %

62,999

F
FDVV

FIDELITY COVINGTON TRUST

HIGH DIVID ETF
316092840
$6.3M
4 %

113,019

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