# EDGAR Filing Document

**Accession Number:** 0002083977
**File Stem:** 0002083977-26-000004
**Filing Date:** 2026-4
**Character Count:** 9770
**Document Hash:** 75813a76b1da8023bc6572326f35e9c0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002083977-26-000004.hdr.sgml**: 20260430

**ACCESSION NUMBER**: 0002083977-26-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260430

**DATE AS OF CHANGE**: 20260429

**EFFECTIVENESS DATE**: 20260430

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Base Wealth Management LLC
- **CENTRAL INDEX KEY:** 0002083977

**ORGANIZATION NAME:**
- **EIN:** 882107191
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25777
- **FILM NUMBER:** 26919304

**BUSINESS ADDRESS:**
- **STREET 1:** 7301 MERCHANT COURT
- **CITY:** LAKEWOOD RANCH
- **STATE:** FL
- **ZIP:** 34240
- **BUSINESS PHONE:** 9412036040

**MAIL ADDRESS:**
- **STREET 1:** 7301 MERCHANT COURT
- **CITY:** LAKEWOOD RANCH
- **STATE:** FL
- **ZIP:** 34240

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Base Wealth Management LLC<br>**Address:** 7301 MERCHANT COURT<br>LAKEWOOD RANCH, FL 34240

**Form 13F File Number:** 028-25777

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Liz Manteau<br>**Title:** Chief Compliance Officer Designee<br>**Phone:** 7205493303

**Signature, Place, and Date of Signing:**

Liz Manteau  Broomfield, CO  04-29-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 60

**Form 13F Information Table Value Total:** $178716477

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 28118331 | 47056 | SH |  | SOLE |  | 47056 | 0 | 0 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 15226051 | 581147 | SH |  | SOLE |  | 581147 | 0 | 0 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 |  | 10848065 | 315259 | SH |  | SOLE |  | 315259 | 0 | 0 |
| HCI GROUP INC | COM | 40416E103 |  | 10100207 | 65327 | SH |  | SOLE |  | 65327 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 9587465 | 70642 | SH |  | SOLE |  | 70642 | 0 | 0 |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | 35473P439 |  | 9180383 | 319318 | SH |  | SOLE |  | 319318 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 8882258 | 80976 | SH |  | SOLE |  | 80976 | 0 | 0 |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 |  | 7903164 | 219777 | SH |  | SOLE |  | 219777 | 0 | 0 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 7576658 | 137159 | SH |  | SOLE |  | 137159 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 |  | 7329474 | 96772 | SH |  | SOLE |  | 96772 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 7172246 | 152342 | SH |  | SOLE |  | 152342 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 6811357 | 11801 | SH |  | SOLE |  | 11801 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 5209268 | 24222 | SH |  | SOLE |  | 24222 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 5047369 | 89050 | SH |  | SOLE |  | 89050 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 4141867 | 21110 | SH |  | SOLE |  | 21110 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | 46654Q757 |  | 3674367 | 42905 | SH |  | SOLE |  | 42905 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 2417219 | 21050 | SH |  | SOLE |  | 21050 | 0 | 0 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 2079024 | 9504 | SH |  | SOLE |  | 9504 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1845960 | 7274 | SH |  | SOLE |  | 7274 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1733746 | 3618 | SH |  | SOLE |  | 3618 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | 46654Q732 |  | 1718541 | 21606 | SH |  | SOLE |  | 21606 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1672184 | 5212 | SH |  | SOLE |  | 5212 | 0 | 0 |
| BNY MELLON ETF TRUST | GLOBAL INFRASCTR | 09661T826 |  | 1607308 | 36087 | SH |  | SOLE |  | 36087 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 1237289 | 8687 | SH |  | SOLE |  | 8687 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 1221400 | 1724 | SH |  | SOLE |  | 1724 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 |  | 1176938 | 10295 | SH |  | SOLE |  | 10295 | 0 | 0 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 886830 | 17519 | SH |  | SOLE |  | 17519 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 828785 | 14928 | SH |  | SOLE |  | 14928 | 0 | 0 |
| PIMCO ETF TR | ULTRA SHORT GOVT | 72201R577 |  | 820190 | 8123 | SH |  | SOLE |  | 8123 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 801452 | 5161 | SH |  | SOLE |  | 5161 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 780780 | 3749 | SH |  | SOLE |  | 3749 | 0 | 0 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 696529 | 7548 | SH |  | SOLE |  | 7548 | 0 | 0 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 |  | 694330 | 2617 | SH |  | SOLE |  | 2617 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 663605 | 8726 | SH |  | SOLE |  | 8726 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 631211 | 3619 | SH |  | SOLE |  | 3619 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 610771 | 3600 | SH |  | SOLE |  | 3600 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 575220 | 5085 | SH |  | SOLE |  | 5085 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 |  | 563458 | 1909 | SH |  | SOLE |  | 1909 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 477538 | 734 | SH |  | SOLE |  | 734 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 471079 | 1638 | SH |  | SOLE |  | 1638 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 455426 | 7427 | SH |  | SOLE |  | 7427 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 394760 | 4250 | SH |  | SOLE |  | 4250 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 377124 | 5885 | SH |  | SOLE |  | 5885 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 375688 | 2601 | SH |  | SOLE |  | 2601 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 361543 | 973 | SH |  | SOLE |  | 973 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 337484 | 3805 | SH |  | SOLE |  | 3805 | 0 | 0 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 |  | 299554 | 760 | SH |  | SOLE |  | 760 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 297932 | 2397 | SH |  | SOLE |  | 2397 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 289583 | 1219 | SH |  | SOLE |  | 1219 | 0 | 0 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 |  | 269428 | 5376 | SH |  | SOLE |  | 5376 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 268663 | 2432 | SH |  | SOLE |  | 2432 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 267668 | 723 | SH |  | SOLE |  | 723 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 225913 | 2410 | SH |  | SOLE |  | 2410 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 225322 | 345 | SH |  | SOLE |  | 345 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 221440 | 715 | SH |  | SOLE |  | 715 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 214856 | 5234 | SH |  | SOLE |  | 5234 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 207509 | 2078 | SH |  | SOLE |  | 2078 | 0 | 0 |
| ZIM INTEGRATED SHIPPING SERV | SHS | M9T951109 |  | 204611 | 8229 | SH |  | SOLE |  | 8229 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 201529 | 1191 | SH |  | SOLE |  | 1191 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 200527 | 1354 | SH |  | SOLE |  | 1354 | 0 | 0 |

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