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Base Wealth Management LLC

Q2 2026 13F Holdings

  • Location
    lakewood ranch, FL
  • Num holdings

    66

  • Value ($000)

    $214,985

  • Date Filed
    07/22/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$29.57M
14 %

43,061

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$17.43M
8 %

657,199

C
CGBL

CAPITAL GROUP CORE BALANCED

SHS
14021D107
$12.22M
6 %

321,993

H
HCI

HCI GROUP INC

COM
40416E103
$11.45M
5 %

65,327

H
HDV

ISHARES TR

CORE HIGH DV ETF
46429B663
$10.42M
5 %

380,207

I
INCM

FRANKLIN TEMPLETON ETF TR

INCOME FOCUS ETF
35473P439
$10.29M
5 %

356,455

G
GARP

ISHARES TR

MSCI US GARP ETF
46436E403
$9.43M
4 %

114,188

F
FMDE

FIDELITY COVINGTON TRUST

ENH MID COR ETF
31609A503
$9.14M
4 %

225,308

F
FDVV

FIDELITY COVINGTON TRUST

HIGH DIVID ETF
316092840
$8.56M
4 %

141,941

V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$8.45M
4 %

66,120

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