Base Wealth Management LLC

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    lakewood ranch, FL
  • CIK
    0002083977
  • All SEC filings
Q3 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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
Base Wealth Management Llc 13F Filings