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.
