Base Wealth Management LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location lakewood ranch, FLCIK 0002083977All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
60 | $185.78M | VOO, PYLD, HCI, CGBL | 13F-HR | Jan 20, 2026 | 000208397726000002 | ||
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 |