Base Wealth Management LLC has released its 13F-HR report, revealing its investment positions as of September 30, 2026. The filing, which shows a total value of approximately $224.97 million, provides insights into the firm's investment strategy and market focus.
Based in Lakewood Ranch, Florida, Base Wealth Management LLC is classified under the financial services sector. The firm is known for managing a diverse portfolio of investments, primarily in exchange-traded funds (ETFs) and large-cap stocks. Recent filings include a 13F-HR/A on October 21, 2026, and a previous 13F-HR on July 22, 2026.
The latest filing indicates that Base Wealth Management LLC holds a total of 73 positions, with the largest investments in well-known ETFs and companies. Notable holdings include:
- Vanguard Index Funds - S&P 500 ETF, valued at approximately $30.31 million.
- iShares Trust - MSCI US GARP ETF, valued at around $17.98 million.
- PIMCO ETF Trust - Multisector Bond ETF, valued at about $15.76 million.
- Capital Group Core Balanced Fund, valued at approximately $12.06 million.
- HCI Group Inc., valued at around $11.36 million.
These investments reflect a strategic focus on established market leaders and diversified financial products, which may provide stability and growth potential in a fluctuating market environment.
The filing may impact various stakeholders, including investors, analysts, and competitors within the financial services industry. As firms like Base Wealth Management LLC continue to adapt their strategies, the insights gained from such filings can influence market trends and investment decisions.
Looking ahead, the filing does not specify any immediate next steps or upcoming actions. However, continued monitoring of Base Wealth Management LLC's future filings will be essential for understanding its evolving investment strategy.