Base Wealth Management LLC: 13F holdings
CIK 20839772026Q2
| Positions | 66 |
|---|
| Reported value | $215.0m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 66 (+6 vs prior quarter) |
|---|
| Reported value | $215.0m (+20.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 43,061 | $29.6m | 13.8% |
| PYLD PIMCO ETF TR | 657,199 | $17.4m | 8.1% |
| CGBL CAPITAL GROUP CORE BALANCED | 321,993 | $12.2m | 5.7% |
| HCI HCI GROUP INC | 65,327 | $11.4m | 5.3% |
| HDV ISHARES TR | 380,207 | $10.4m | 4.8% |
| INCM FRANKLIN TEMPLETON ETF TR | 356,455 | $10.3m | 4.8% |
| GARP ISHARES TR | 114,188 | $9.4m | 4.4% |
| FMDE FIDELITY COVINGTON TRUST | 225,308 | $9.1m | 4.3% |
| FDVV FIDELITY COVINGTON TRUST | 141,941 | $8.6m | 4.0% |
| VONG VANGUARD SCOTTSDALE FDS | 66,120 | $8.5m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2083977")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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