Base Wealth Management LLC
Base Wealth Management LLC reported 66 positions worth $215.0M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VOO (13.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $29.6M | 13.76% | 43,061 | — | — | |
| ▸ 2 | PYLD | SH | $17.4M | 8.11% | 657,199 | — | — | |
| ▸ 3 | CGBL | SH | $12.2M | 5.69% | 321,993 | — | — | |
| ▸ 4 | HCI | SH | $11.4M | 5.33% | 65,327 | — | — | |
| ▸ 5 | HDV | SH | $10.4M | 4.85% | 380,207 | — | — | |
| ▸ 6 | INCM | SH | $10.3M | 4.78% | 356,455 | — | — | |
| ▸ 7 | GARP | SH | $9.4M | 4.38% | 114,188 | — | — | |
| ▸ 8 | FMDE | SH | $9.1M | 4.25% | 225,308 | — | — | |
| ▸ 9 | FDVV | SH | $8.6M | 3.98% | 141,941 | — | — | |
| ▸ 10 | VONG | SH | $8.5M | 3.93% | 66,120 | — | — |
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Frequently Asked Questions
What stocks does Base Wealth Management LLC hold as of Q2 2026?
Base Wealth Management LLC reported 66 positions worth $215.0M in its Q2 2026 13F filing. Largest positions: VOO (13.8%), PYLD (8.1%), CGBL (5.7%), HCI (5.3%) and HDV (4.8%).
What did Base Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Base Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.