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Base Wealth Management LLC

Q1 2026 13F Holdings

  • Location
    lakewood ranch, FL
  • Num holdings

    60

  • Value ($000)

    $178,716

  • Date Filed
    04/30/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$28.12M
16 %

47,056

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$15.23M
9 %

581,147

C
CGBL

CAPITAL GROUP CORE BALANCED

SHS
14021D107
$10.85M
6 %

315,259

H
HCI

HCI GROUP INC

COM
40416E103
$10.1M
6 %

65,327

H
HDV

ISHARES TR

CORE HIGH DV ETF
46429B663
$9.59M
5 %

70,642

I
INCM

FRANKLIN TEMPLETON ETF TR

INCOME FOCUS ETF
35473P439
$9.18M
5 %

319,318

V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$8.88M
5 %

80,976

F
FMDE

FIDELITY COVINGTON TRUST

ENHANCED MID
31609A503
$7.9M
4 %

219,777

F
FDVV

FIDELITY COVINGTON TRUST

HIGH DIVID ETF
316092840
$7.58M
4 %

137,159

J
JIRE

J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT
46641Q134
$7.33M
4 %

96,772

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