Base Wealth Management LLC
All 13F Filings
- Location
- Lakewood Ranch, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 214,985
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 66 | 214,985 | 13F-HR | Base Wealth Management LLC |
| Q1 2026 | 4/29/2026 | 60 | 178,716 | 13F-HR | Base Wealth Management LLC |
| Q4 2025 | 1/21/2026 | 60 | 185,782 | 13F-HR | Base Wealth Management LLC |
| Q3 2025 | 10/20/2025 | 63 | 175,463 | 13F-HR | Base Wealth Management LLC |
| Q2 2025 | 9/19/2025 | 56 | 156,039 | 13F-HR | Base Wealth Management LLC |
| Q1 2025 | 9/19/2025 | 52 | 131,267 | 13F-HR | Base Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.72 K | 18.0% | 0 | 2.699 K | -2.699 K |
| ETFs | 176.3 K | 82.0% | 38.97 K | 0 | 38.97 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
214,985
Holdings
66
QoQ value change ($000)
36,269
(20.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.