CIK 2083977
Base Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
60
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 60
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 51K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 479K | $1M+ | SH |
| HCI | HCI GROUP INC | 65K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 340K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 90K | $1M+ | SH |
| INCM | FRANKLIN TEMPLETON ETF TR | 342K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 15K | $1M+ | SH |
| HDV | ISHARES TR | 69K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 144K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 93K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 168K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 119K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 24K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 78K | $1M+ | SH |
| BILZ | PIMCO ETF TR | 36K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 16K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 22K | $1M+ | SH |
| AAPL | APPLE INC | 9K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| JTEK | J P MORGAN EXCHANGE TRADED F | 19K | $1M+ | SH |
| BKGI | BNY MELLON ETF TRUST | 37K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 12K | $1M+ | SH |
| ITOT | ISHARES TR | 9K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| AMZN | AMAZON COM INC | 4K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 5K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| ICSH | ISHARES TR | 16K | $500K+ | SH |
| BOND | PIMCO ETF TR | 8K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| AIT | APPLIED INDL TECHNOLOGIES IN | 3K | $500K+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 11K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| IVW | ISHARES TR | 5K | $500K+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 2K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| KO | COCA COLA CO | 7K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 4K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 6K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| AVUV | AMERICAN CENTY ETF TR | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 811 | $100K–$500K | SH |