13F Filings History of Base Wealth Management LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$185,781,928
Signature - Title
Elizabeth Manteau - Chief Compliance Officer Designee
Location
Lakewood Ranch, FL
Summary
This page shows a list of all the recent 13F filings made by Base Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Base Wealth Management LLC reported 60 stock holdings with total value $185,781,928 as of Q4 2025. Top holdings included VOO, PYLD, HCI, CGBL, and VONG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 60 $185,781,928 +$28,510,347 -$20,233,500 +$8,276,847 VOO, PYLD, HCI, CGBL, VONG 13F-HR 20 Jan 2026, 20:25
Q3 2025 63 $175,462,509 +$19,688,137 -$10,791,492 +$8,896,645 VOO, HCI, PYLD, CGBL, JQUA 13F-HR 20 Oct 2025, 13:18
Q2 2025 56 $156,038,549 +$26,849,355 -$9,343,914 +$17,505,441 VOO, CGBL, PYLD, HCI, VONG 13F-HR 19 Sep 2025, 13:51
Q1 2025 52 $131,267,434 $0 $0 $0 VOO, CGBL, HCI, PYLD, HDV 13F-HR 19 Sep 2025, 13:43