Base Wealth Management LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Designee Liz Manteau, reports the firm holds 73 distinct positions with a total value of $22,497,055,555.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings including the Vanguard S&P 500 ETF (VOO), the iShares MSCI US GARP ETF (IUSG), and the PIMCO Multi-Sector Bond ETF (BND). Other significant ETF positions include the Capital Group Core Balanced Shares (CAB), the Franklin Templeton Income Focus ETF (FNIL), and the iShares Core High Dividend ETF (HDV).
Among individual equities, the largest position is Apple Inc. (AAPL), held at 8,842 shares. Other notable individual stock holdings include Berkshire Hathaway Inc. (BRK.B), Caterpillar Inc. (CAT), Applied Industrial Technologies (AIT), and Amazon.com Inc. (AMZN). The filing also lists a substantial position in Zim Integrated Shipping Services (ZIM), held at 8,229 shares.
