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 Market Cap. of $2 Billions to $10 Billions

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

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
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