Base Wealth Management LLC
Q3 2025 13F Holdings
- Locationlakewood ranch, FL
- Num holdings
63
- Value ($000)
$175,463
- Date Filed 10/20/2025
- Form type13F-HR
- CIK 0002083977
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $21.72M | 12 % | 35,466 | ||
H HCI GROUP INC | COM | 40416E103 | $12.54M | 7 % | 65,327 | ||
P PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $11.40M | 7 % | 424,750 | ||
C CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $11.25M | 6 % | 324,042 | ||
J J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $10.63M | 6 % | 168,993 | ||
V VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $10.26M | 6 % | 85,159 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $10.15M | 6 % | 16,904 | ||
I FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | 35473P439 | $8.42M | 5 % | 303,385 | ||
H ISHARES TR | CORE HIGH DV ETF | 46429B663 | $7.71M | 4 % | 62,999 | ||
F FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $6.30M | 4 % | 113,019 |
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