# EDGAR Filing Document

**Accession Number:** 0002083977
**File Stem:** 0002083977-25-000003
**Filing Date:** 2025-10
**Character Count:** 10017
**Document Hash:** 85c0027258bddef222a750060add8eb8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002083977-25-000003.hdr.sgml**: 20251020

**ACCESSION NUMBER**: 0002083977-25-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251020

**DATE AS OF CHANGE**: 20251020

**EFFECTIVENESS DATE**: 20251020

**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:** 251403172

**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:** 09-30-2025

**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:** Elizabeth Manteau<br>**Title:** Chief Compliance Officer<br>**Phone:** 7205493303

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

Elizabeth Manteau  Broomfield, CO  10-20-2025<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:** 63

**Form 13F Information Table Value Total:** $175462509

      (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 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 435971 | 1793 | SH |  | SOLE |  | 1793 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 942589 | 4293 | SH |  | SOLE |  | 4293 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 238972 | 2401 | SH |  | SOLE |  | 2401 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2316890 | 9099 | SH |  | SOLE |  | 9099 | 0 | 0 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 |  | 666365 | 2553 | SH |  | SOLE |  | 2553 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2759037 | 5488 | SH |  | SOLE |  | 5488 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 754200 | 1 | SH |  | SOLE |  | 1 | 0 | 0 |
| BLEND LABS INC | CL A | 09352U108 |  | 162031 | 44392 | SH |  | SOLE |  | 44392 | 0 | 0 |
| BNY MELLON ETF TRUST | GLOBAL INFRASCTR | 09661T826 |  | 1332347 | 34220 | SH |  | SOLE |  | 34220 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 227428 | 689 | SH |  | SOLE |  | 689 | 0 | 0 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 |  | 11250749 | 324042 | SH |  | SOLE |  | 324042 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 949062 | 1989 | SH |  | SOLE |  | 1989 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 243438 | 1186 | SH |  | SOLE |  | 1186 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 469497 | 7079 | SH |  | SOLE |  | 7079 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 415539 | 3685 | SH |  | SOLE |  | 3685 | 0 | 0 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 6296292 | 113019 | SH |  | SOLE |  | 113019 | 0 | 0 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 |  | 207860 | 3874 | SH |  | SOLE |  | 3874 | 0 | 0 |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | 35473P439 |  | 8415905 | 303385 | SH |  | SOLE |  | 303385 | 0 | 0 |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 |  | 5474035 | 96971 | SH |  | SOLE |  | 96971 | 0 | 0 |
| HCI GROUP INC | COM | 40416E103 |  | 12538211 | 65327 | SH |  | SOLE |  | 65327 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 202294 | 499 | SH |  | SOLE |  | 499 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 228832 | 811 | SH |  | SOLE |  | 811 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 286006 | 1157 | SH |  | SOLE |  | 1157 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 10148367 | 16904 | SH |  | SOLE |  | 16904 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 7714247 | 62999 | SH |  | SOLE |  | 62999 | 0 | 0 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 674122 | 13283 | SH |  | SOLE |  | 13283 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 724206 | 5999 | SH |  | SOLE |  | 5999 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 1279972 | 8788 | SH |  | SOLE |  | 8788 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 210178 | 314 | SH |  | SOLE |  | 314 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 |  | 6179051 | 84023 | SH |  | SOLE |  | 84023 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 3315889 | 69735 | SH |  | SOLE |  | 69735 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 3978686 | 69679 | SH |  | SOLE |  | 69679 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 10631375 | 168993 | SH |  | SOLE |  | 168993 | 0 | 0 |
| MEDICUS PHARMA LTD | COM | 58471K202 |  | 26722 | 11543 | SH |  | SOLE |  | 11543 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 244431 | 333 | SH |  | SOLE |  | 333 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 921325 | 1779 | SH |  | SOLE |  | 1779 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 314468 | 4166 | SH |  | SOLE |  | 4166 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 953748 | 5112 | SH |  | SOLE |  | 5112 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 384906 | 2110 | SH |  | SOLE |  | 2110 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 724811 | 5161 | SH |  | SOLE |  | 5161 | 0 | 0 |
| PIMCO ETF TR | ULTRA SHORT GOVT | 72201R577 |  | 5473999 | 54096 | SH |  | SOLE |  | 54096 | 0 | 0 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 11400292 | 424750 | SH |  | SOLE |  | 424750 | 0 | 0 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 830628 | 8898 | SH |  | SOLE |  | 8898 | 0 | 0 |
| PIMCO HIGH INCOME FD | COM SHS | 722014107 |  | 50960 | 10212 | SH |  | SOLE |  | 10212 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 404560 | 2633 | SH |  | SOLE |  | 2633 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 211739 | 7756 | SH |  | SOLE |  | 7756 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1286959 | 1932 | SH |  | SOLE |  | 1932 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 586383 | 1319 | SH |  | SOLE |  | 1319 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 2305676 | 20872 | SH |  | SOLE |  | 20872 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 |  | 1509862 | 13679 | SH |  | SOLE |  | 13679 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 2323455 | 7909 | SH |  | SOLE |  | 7909 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 4039405 | 21660 | SH |  | SOLE |  | 21660 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 477005 | 5218 | SH |  | SOLE |  | 5218 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 21718927 | 35466 | SH |  | SOLE |  | 35466 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 231712 | 911 | SH |  | SOLE |  | 911 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2269797 | 6917 | SH |  | SOLE |  | 6917 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 10261652 | 85159 | SH |  | SOLE |  | 85159 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 |  | 579746 | 1917 | SH |  | SOLE |  | 1917 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 215382 | 2410 | SH |  | SOLE |  | 2410 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 3235653 | 14994 | SH |  | SOLE |  | 14994 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 345259 | 5762 | SH |  | SOLE |  | 5762 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 205319 | 1457 | SH |  | SOLE |  | 1457 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 258085 | 2504 | SH |  | SOLE |  | 2504 | 0 | 0 |

---