Base Wealth Management LLC Portfolio Holdings

Base Wealth Management LLC

  • $156 Billion
  • Q2 2025

Base Wealth Management LLC has filed its 13F form on September 19, 2025 for Q2 2025 where it was disclosed a total value porftolio of $156 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $18.7B, Capital Group Core Balanced with a value of $12.3B, Pimco ETF Tr with a value of $10.2B, Hci Group, Inc. with a value of $9.94B, and Vanguard Russell 1000 Growth E with a value of $8.83B.

Examining the 13F form we can see an increase of $24.8B in the current position value, from $131B to 156B. Also it can be appreciated an additional of 7 stocks purchases and 3 closed positions.

Base Wealth Management LLC is based out at Lakewood Ranch, FL

Below you can find more details about Base Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $156 Billion
ETFs: $96.6 Billion
Financial Services: $13.1 Billion
Technology: $4.18 Billion
Consumer Defensive: $1.85 Billion
Industrials: $1.47 Billion
Consumer Cyclical: $1.32 Billion
Energy: $406 Million
Utilities: $289 Million
Other: $285 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.7 Billion 11.98% of portfolio
32,903
Q2 2025 Reduced 15.57%
$0
$8.83 Billion 5.66% of portfolio
80,853
Q2 2025 Added 8.2%
$0
$8.65 Billion 5.54% of portfolio
15,681
Q2 2025 Added 12.5%
$0
$8.59 Billion 5.51% of portfolio
73,338
Q2 2025 Added 8.3%
$0
$7.17 Billion 4.6% of portfolio
119,456
Q2 2025 Added 11.6%
$0
$6.79 Billion 4.35% of portfolio
256,153
Q2 2025 Added 3.04%
$0
$5.3 Billion 3.4% of portfolio
74,874
Q2 2025 New
$0
$4.86 Billion 3.11% of portfolio
89,450
Q2 2025 Reduced 0.58%
$0
$3.67 Billion 2.35% of portfolio
64,555
Q2 2025 Added 32.68%
$0
$3.33 Billion 2.13% of portfolio
18,818
Q2 2025 Added 20.17%
$0
$3.11 Billion 1.99% of portfolio
66,022
Q2 2025 Added 9.48%
$0
$2.88 Billion 1.85% of portfolio
14,086
Q2 2025 Reduced 13.83%
$0
$2.25 Billion 1.44% of portfolio
7,415
Q2 2025 Reduced 6.4%
$0
$2.09 Billion 1.34% of portfolio
7,345
Q2 2025 Added 14.8%
$0
$2.06 Billion 1.32% of portfolio
20,342
Q2 2025 Reduced 38.54%
$0
$1.59 Billion 1.02% of portfolio
15,192
Q2 2025 Reduced 11.48%
$0
$1.12 Billion 0.71% of portfolio
1,806
Q2 2025 Added 14.09%
$0
$844 Million 0.54% of portfolio
9,153
Q1 2025 New
$0
$696 Million 0.45% of portfolio
6,319
Q2 2025 Reduced 2.0%
$0
$579 Million 0.37% of portfolio
11,424
Q2 2025 Reduced 61.36%
$0
$539 Million 0.35% of portfolio
1,919
Q2 2025 Added 0.26%
$0
$532 Million 0.34% of portfolio
5,969
Q2 2025 Added 0.03%
$0
$328 Million 0.21% of portfolio
5,762
Q1 2025 New
$0
$248 Million 0.16% of portfolio
1,045
Q2 2025 Reduced 23.27%
$0
$253 Million 0.16% of portfolio
1,114
Q2 2025 Reduced 5.19%
$0
$247 Million 0.16% of portfolio
2,895
Q1 2025 New
$0
$219 Million 0.14% of portfolio
2,401
Q2 2025 Reduced 1.96%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $156 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q2 2025
  • Filing Date September 19, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 21 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 18 stocks
Track This Portfolio

Track Base Wealth Management LLC Portfolio

Follow Base Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Base Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Base Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email