Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Base Wealth Management LLC (CIK 2083977) reported $178.7M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($28.1M, 15.73%), PYLD ($15.2M, 8.52%), CGBL ($10.8M, 6.07%), HCI ($10.1M, 5.65%), HDV ($9.6M, 5.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $28.1M | 15.73% | 47,056 | Trimmed |
| 2 | PYLD | PIMCO ETF TR | $15.2M | 8.52% | 581,147 | Added |
| 3 | CGBL | CAPITAL GROUP CORE BALANCED | $10.8M | 6.07% | 315,259 | Trimmed |
| 4 | HCI | HCI GROUP INC | $10.1M | 5.65% | 65,327 | Hold |
| 5 | HDV | ISHARES TR | $9.6M | 5.36% | 70,642 | Added |
| 6 | INCM | FRANKLIN TEMPLETON ETF TR | $9.2M | 5.14% | 319,318 | Trimmed |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | $8.9M | 4.97% | 80,976 | Trimmed |
| 8 | FMDE | FIDELITY COVINGTON TRUST | $7.9M | 4.42% | 219,777 | Added |
| 9 | FDVV | FIDELITY COVINGTON TRUST | $7.6M | 4.24% | 137,159 | Trimmed |
| 10 | JIRE | J P MORGAN EXCHANGE TRADED F | $7.3M | 4.10% | 96,772 | Added |
| 11 | JCPB | J P MORGAN EXCHANGE TRADED F | $7.2M | 4.01% | 152,342 | Added |
| 12 | QQQ | INVESCO QQQ TR | $6.8M | 3.81% | 11,801 | Trimmed |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $5.2M | 2.91% | 24,222 | Added |
| 14 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.0M | 2.82% | 89,050 | Added |
| 15 | VTV | VANGUARD INDEX FDS | $4.1M | 2.32% | 21,110 | Trimmed |
| 16 | JIVE | J P MORGAN EXCHANGE TRADED F | $3.7M | 2.06% | 42,905 | New |
| 17 | VIOO | VANGUARD ADMIRAL FDS INC | $2.4M | 1.35% | 21,050 | Trimmed |
| 18 | ITA | ISHARES TR | $2.1M | 1.16% | 9,504 | New |
| 19 | AAPL | APPLE INC | $1.8M | 1.03% | 7,274 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.97% | 3,618 | Trimmed |
| 21 | JTEK | J P MORGAN EXCHANGE TRADED F | $1.7M | 0.96% | 21,606 | Added |
| 22 | VTI | VANGUARD INDEX FDS | $1.7M | 0.94% | 5,212 | Trimmed |
| 23 | BKGI | BNY MELLON ETF TRUST | $1.6M | 0.90% | 36,087 | Trimmed |
| 24 | ITOT | ISHARES TR | $1.2M | 0.69% | 8,687 | Trimmed |
| 25 | CAT | CATERPILLAR INC | $1.2M | 0.68% | 1,724 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31