Base Wealth Management LLC
•CIK: 2083977•Filing: Q4 2025
**Base Wealth Management LLC** manages $186M across a diversified portfolio of 60 positions. The fund exhibits significant exposure to core equity indices, notably allocating $31.7M to VOO and $12.8M to PYLD. Further concentration is visible in sector-specific plays, with $12.5M in HCI and $12.0M in CGBL. This positioning suggests a tactical approach balancing broad market exposure with targeted, high-conviction sector bets.
Total AUM
$185.8M
QoQ Performance
+5.9%
Positions
40
Top 10 Concentration
65.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
PYLD
HCI
CGBL
VONG
INCM
NDQ
VOO17.1%
PYLD6.9%
HCI6.7%
CGBL6.5%
VONG5.9%
INCM5.2%
NDQ5.0%
HDV4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.7%
ETF17.9%
Technology2.8%
Financial1.8%
Consumer1.0%
Consumer Staples0.7%
Industrial0.6%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW3 new positions
↑28 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025