Base Wealth Management LLC Portfolio Holdings

Base Wealth Management LLC

  • $186 Billion
  • Q4 2025

Base Wealth Management LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $186 Billion distributed in 60 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 $31.7B, Pimco ETF Tr with a value of $12.8B, Hci Group, Inc. with a value of $12.5B, Capital Group Core Balanced with a value of $12B, and Vanguard Russell 1000 Growth E with a value of $10.9B.

Examining the 13F form we can see an increase of $10.3B in the current position value, from $175B to 186B.

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 $186 Billion
ETFs: $110 Billion
Financial Services: $15.9 Billion
Technology: $5.19 Billion
Industrials: $2.3 Billion
Consumer Defensive: $1.89 Billion
Consumer Cyclical: $1.66 Billion
Communication Services: $562 Million
Energy: $439 Million
Other: $334 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.4 Million 0.03% of portfolio
11,178
Q4 2025 Added 9.46%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $186 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 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