Base Wealth Management LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002083977 · LAKEWOOD RANCH, FL

As of Sep 30, 2025, Base Wealth Management LLC reported 63 positions worth 75.5M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD 500 INDEX FUND	VOO	—	35,466	$21.7M	12.38%
HCI GROUP INC	HCI	Financial Services	65,327	2.5M	7.15%
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	PYLD	—	424,750	1.4M	6.50%
CAPITAL GROUP CORE BALANCED ETF	CGBL	—	324,042	1.3M	6.41%
JPMORGAN US QUALITY FACTOR ETF	JQUA	—	168,993	0.6M	6.06%
VANGUARD RUSSELL 1000 GROWTH INDEX FUND	VONG	—	85,159	0.3M	5.85%
INVESCO QQQ TRUST SERIES 1	QQQ	—	16,904	0.1M	5.78%
FRANKLIN TEMPLETON ETF TR	—	—	303,385	$8.4M	4.80%
ISHARES CORE HIGH DIVIDEND ETF	HDV	—	62,999	$7.7M	4.40%
FIDELITY HIGH DIVIDEND ETF	FDVV	—	113,019	$6.3M	3.59%
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	JIRE	—	84,023	$6.2M	3.52%
FRANKLIN LIBERTYQ US MID CAP EQUITY	FLQM	—	96,971	$5.5M	3.12%
PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND	BILZ	—	54,096	$5.5M	3.12%
VANGUARD VALUE INDEX FUND	VTV	—	21,660	$4.0M	2.30%
JPMORGAN EQUITY PREMIUM INCOME ETF	JEPI	—	69,679	$4.0M	2.27%
JPMORGAN CORE PLUS BOND ETF	JCPB	—	69,735	$3.3M	1.89%
VANGUARD DIVIDEND APPREC ETF	VIG	—	14,994	$3.2M	1.84%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	5,488	$2.8M	1.57%
VANGUARD MID-CAP GROWTH ETF	VOT	—	7,909	$2.3M	1.32%
APPLE INC	AAPL	Technology	9,099	$2.3M	1.32%
VANGUARD S&P SMALL-CAP 600 INDEX FUND	VIOO	—	20,872	$2.3M	1.31%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	6,917	$2.3M	1.29%
VANGUARD S&P MID-CAP 400 INDEX FUND	IVOO	—	13,679	.5M	0.86%
BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF	BKGI	—	34,220	.3M	0.76%
SPDR S&P 500 ETF TRUST	SPY	—	1,932	.3M	0.73%