Base Wealth Management LLC Portfolio Holdings

Base Wealth Management LLC

  • $175 Billion
  • Q3 2025

Base Wealth Management LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $175 Billion distributed in 63 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 $21.7B, Hci Group, Inc. with a value of $12.5B, Pimco ETF Tr with a value of $11.4B, Capital Group Core Balanced with a value of $11.3B, and J P Morgan ETF Tr U S Quality with a value of $10.6B.

Examining the 13F form we can see an increase of $19.4B in the current position value, from $156B to 175B.

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 $175 Billion
ETFs: $109 Billion
Financial Services: $16.1 Billion
Technology: $5.2 Billion
Industrials: $1.86 Billion
Consumer Defensive: $1.86 Billion
Consumer Cyclical: $1.73 Billion
Communication Services: $680 Million
Energy: $416 Million
Other: $314 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $175 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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