Base Wealth Management LLC

Q4 2025 13F Holdings Report, Stock Holdings

Signature - Title
Elizabeth Manteau - Chief Compliance Officer Designee
Location
Lakewood Ranch, FL
Holdings as of
31 Dec 2025
Value $
$185,781,928
Num holdings
60
Filing time
20 Jan 2026, 20:25:33 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, PYLD, HCI, CGBL, and VONG.
Previous filing
Q3 2025 - 20 Oct 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q4 compared to 2025 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Elizabeth Manteau Chief Compliance Officer Designee Broomfield, Colorado 20 Jan 2026