Base Wealth Management LLC
CIK 2083977 · Holdings on Mar 31, 2025 · First reported Sep 19, 2025
Top ten holdings
Q1 2025- VOO15.26%
- CGBL8.55%
- HCI7.43%
- PYLD6.73%
- HDV6.25%
- SCHD5.30%
- VONG5.28%
- QQQ4.98%
- JQUA4.60%
- FLQM3.63%
Share classes counted separately68.01%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $20.03M | 15.26% | 38.97K shares | Prior unavailable — | — | ↗▾ |
| 02 | CGBLCAP GROUP CORE BALANCEDSHS View history and evidence | $11.23M | 8.55% | 362.37K shares | Prior unavailable — | — | ↗▾ |
| 03 | HCIHCI GROUP INC View history and evidence | $9.75M | 7.43% | 65.33K shares | Prior unavailable — | — | ↗▾ |
| 04 | PYLDPIMCO MULTISECTOR BOND ACTVMULTISECTOR BD View history and evidence | $8.84M | 6.73% | 335.31K shares | Prior unavailable — | — | ↗▾ |
| 05 | HDVISHARES CORE HIGH DIVIDEND ECORE HIGH DV ETF View history and evidence | $8.20M | 6.25% | 67.72K shares | Prior unavailable — | — | ↗▾ |
| 06 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $6.95M | 5.30% | 248.60K shares | Prior unavailable — | — | ↗▾ |
| 07 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $6.93M | 5.28% | 74.72K shares | Prior unavailable — | — | ↗▾ |
| 08 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $6.54M | 4.98% | 13.94K shares | Prior unavailable — | — | ↗▾ |
| 09 | JQUAJPMORGAN US QUALITY FACTORUS QUALTY FCTR View history and evidence | $6.04M | 4.60% | 107.04K shares | Prior unavailable — | — | ↗▾ |
| 10 | FLQMFRANKLIN U.S. MID CAP MULTIFUS MID CP MLTFCT View history and evidence | $4.77M | 3.63% | 89.97K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2083977 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-09-19
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 131267434
}Research all 52 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.