Base Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Base Wealth Management LLC held in its portfolio 60 assets valued at $185,781,928 (i.e. $185.78M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($31.70M), PIMCO ETF TR ($12.77M), and HCI GROUP INC ($12.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 60 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Base Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 50543 | 31696823 | S&P 500 ETF SHS |
| PIMCO ETF TR | 478568 | 12768189 | MULTISECTOR BD |
| HCI GROUP INC | 65327 | 12522533 | COM |
| CAPITAL GROUP CORE BALANCED | 340480 | 12029159 | SHS |
| VANGUARD SCOTTSDALE FDS | 89817 | 10935206 | VNG RUS1000GRW |
| FRANKLIN TEMPLETON ETF TR | 341939 | 9587980 | INCOME FOCUS ETF |
| INVESCO QQQ TR | 15261 | 9375265 | UNIT SER 1 |
| ISHARES TR | 68775 | 8363770 | CORE HIGH DV ETF |
| FIDELITY COVINGTON TRUST | 144060 | 8166773 | HIGH DIVID ETF |
| J P MORGAN EXCHANGE TRADED F | 93118 | 6972665 | INTRNL RES EQT |
| FIDELITY COVINGTON TRUST | 167874 | 6107268 | ENHANCED MID |
| J P MORGAN EXCHANGE TRADED F | 118541 | 5612895 | CORE PLUS BD ETF |
| VANGUARD INDEX FDS | 23954 | 4574887 | VALUE ETF |
| J P MORGAN EXCHANGE TRADED F | 77644 | 4444354 | EQUITY PREMIUM |
| PIMCO ETF TR | 35773 | 3604622 | ULTRA SHORT GOVT |
| VANGUARD SPECIALIZED FUNDS | 15628 | 3434734 | DIV APP ETF |
| BERKSHIRE HATHAWAY INC DEL | 5165 | 2596187 | CL B NEW |
| VANGUARD ADMIRAL FDS INC | 22221 | 2465623 | SMLLCP 600 IDX |
| APPLE INC | 9015 | 2450727 | COM |
| VANGUARD INDEX FDS | 8746 | 2441438 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 6229 | 2088425 | TOTAL STK MKT |
| J P MORGAN EXCHANGE TRADED F | 18880 | 1700573 | U S TECH LEADERS |
| BNY MELLON ETF TRUST | 37081 | 1495836 | GLOBAL INFRASCTR |
| SPDR S&P 500 ETF TR | 2003 | 1366185 | TR UNIT |
| VANGUARD ADMIRAL FDS INC | 12017 | 1343524 | MIDCP 400 IDX |
| ISHARES TR | 8754 | 1301632 | CORE S&P TTL STK |
| CATERPILLAR INC | 1990 | 1139825 | COM |
| AMAZON COM INC | 4283 | 988575 | COM |
| NVIDIA CORPORATION | 5058 | 943327 | COM |
| MICROSOFT CORP | 1776 | 858875 | COM |
| ISHARES TR | 16269 | 822898 | ULTRA SHORT DUR |
| PIMCO ETF TR | 8398 | 781686 | ACTIVE BD ETF |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| PEPSICO INC | 5161 | 740707 | COM |
| APPLIED INDL TECHNOLOGIES IN | 2712 | 696405 | COM |
| J P MORGAN EXCHANGE TRADED F | 10861 | 686203 | US QUALTY FCTR |
| TESLA INC | 1485 | 667629 | COM |
| ISHARES TR | 5102 | 628909 | S&P 500 GRWT ETF |
| VANGUARD SCOTTSDALE FDS | 1912 | 590964 | VNG RUS1000IDX |
| ALPHABET INC | 1796 | 562080 | CAP STK CL A |
| COCA COLA CO | 6939 | 485099 | COM |
| EXXON MOBIL CORP | 3645 | 438606 | COM |
| PROCTER AND GAMBLE CO | 2633 | 377335 | COM |
| VANGUARD INDEX FDS | 4216 | 373114 | REAL ESTATE ETF |
| VANGUARD TAX-MANAGED FDS | 5885 | 367636 | VAN FTSE DEV MKT |
| NEXTERA ENERGY INC | 4166 | 334484 | COM |
| PALANTIR TECHNOLOGIES INC | 1820 | 323505 | CL A |
| WALMART INC | 2606 | 290359 | COM |
| AMERICAN CENTY ETF TR | 2432 | 248015 | US SML CP VALU |
| INTERNATIONAL BUSINESS MACHS | 811 | 240226 | COM |
| CARPENTER TECHNOLOGY CORP | 760 | 239278 | COM |
| BROADCOM INC | 681 | 235834 | COM |
| INVESCO EXCH TRADED FD TR II | 925 | 234003 | NASDAQ 100 ETF |
| FIDELITY COVINGTON TRUST | 4088 | 224170 | BLUE CHIP GRWTH |
| CINTAS CORP | 1189 | 223580 | COM |
| VANGUARD SCOTTSDALE FDS | 2410 | 222443 | VNG RUS1000VAL |
| ISHARES TR | 316 | 216198 | CORE S&P500 ETF |
| VANGUARD WHITEHALL FDS | 1453 | 208546 | HIGH DIV YLD |
| BLEND LABS INC | 44392 | 134952 | CL A |
| PIMCO HIGH INCOME FD | 11178 | 54389 | COM SHS |
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