§ 13F · FUND PROFILE
Base Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 60Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$185.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 51K | $31.7T | 17.1% | NEW |
| 2 | PYLD | PIMCO ETF TR | 479K | $12.8T | 6.9% | NEW |
| 3 | HCI | HCI GROUP INC | 65K | $12.5T | 6.7% | NEW |
| 4 | CGBL | CAPITAL GROUP CORE BALANCED | 340K | $12.0T | 6.5% | NEW |
| 5 | VONG | VANGUARD SCOTTSDALE FDS | 90K | $10.9T | 5.9% | NEW |
| 6 | INCM | FRANKLIN TEMPLETON ETF TR | 342K | $9.6T | 5.2% | NEW |
| 7 | QQQ | INVESCO QQQ TR | 15K | $9.4T | 5.0% | NEW |
| 8 | HDV | ISHARES TR | 69K | $8.4T | 4.5% | NEW |
| 9 | FDVV | FIDELITY COVINGTON TRUST | 144K | $8.2T | 4.4% | NEW |
| 10 | JIRE | J P MORGAN EXCHANGE TRADED F | 93K | $7.0T | 3.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BASE SIGNAL
AC read
Base Wealth Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed