7 registered advisors · 41 reported ETFs · $172M reported ETF value · $326.3M regulatory AUM
Base Wealth Management is an investment adviser that files Form ADV with the SEC in Lakewood Ranch, FL, with 7 registered advisors, reporting $326.3M in regulatory assets under management. Its 13F filings report 41 ETF positions worth $172M.
Last updated 2026-03-24 (latest Form ADV filing)
Scale
Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.
This firm's strongest reported position on each research ranking. Institution-level evidence, not an individual advisor or client holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $258.6K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | GARP — iShares MSCI USA Quality GARP ETF | $9.4M | Top 99.8% | Addressable AUM $15.2T · Peer conviction 94.8% |
| Residual Alpha | FMDE — Fidelity Enhanced Mid Cap Core ETF | $9.1M | Top 99.1% | Residual alpha +2.52% · Residual Sharpe 0.13 |
| Diversification Benefits | BILZ — PIMCO Ultra Short Government Active Exchange-Traded Fund | $783.5K | Top 99.2% | Replicability (R²) 36.7% · Residual Sharpe 0.78 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Form ADV facts as filed, most recently 2026-03-24. Figures are the firm's own reported numbers.
Identity
Item 1 and registration status.
Size
Items 5.A through 5.D.
Assets
Item 5.F and custody.
Clients
Item 5.D, by reported assets.
Practice
Items 4 through 9.
Source: SEC Form ADV filed by CRD 321991. View the official SEC IAPD record
| Fund | Reported value | Share of reported ETF value | Fund research |
|---|---|---|---|
| VOO — Vanguard S&P 500 ETF | $29.6M | 17.2% | Research alternatives to VOO · VOO institutional holders |
| PYLD — PIMCO Multisector Bond Active Exchange-Traded Fund | $17.4M | 10.1% | Research alternatives to PYLD · PYLD institutional holders |
| CGBL — Capital Group Core Balanced ETF | $12.2M | 7.1% | Research alternatives to CGBL · CGBL institutional holders |
| HDV — iShares Core High Dividend ETF | $10.4M | 6.1% | Research alternatives to HDV · HDV institutional holders |
| INCM — Franklin Income Focus ETF | $10.3M | 6.0% | Research alternatives to INCM · INCM institutional holders |
| GARP — iShares MSCI USA Quality GARP ETF | $9.4M | 5.5% | Research alternatives to GARP · GARP institutional holders |
| FMDE — Fidelity Enhanced Mid Cap Core ETF | $9.1M | 5.3% | Research alternatives to FMDE · FMDE institutional holders |
| FDVV — Fidelity High Dividend ETF | $8.6M | 5.0% | Research alternatives to FDVV · FDVV institutional holders |
| VONG — Vanguard Russell 1000 Growth ETF | $8.5M | 4.9% | Research alternatives to VONG · VONG institutional holders |
| QQQ — Invesco QQQ Trust, Series 1 | $8.4M | 4.9% | Research alternatives to QQQ · QQQ institutional holders |
| VIG — Vanguard Div Appreciation ETF | $6.2M | 3.6% | Research alternatives to VIG · VIG institutional holders |
| JEPI — JPMorgan Equity Premium Income ETF | $5.7M | 3.3% | Research alternatives to JEPI · JEPI institutional holders |
| VTV — Vanguard Morningstar Value ETF | $4.8M | 2.8% | Research alternatives to VTV · VTV institutional holders |
| AVEM — Avantis Emerging Markets Equity ETF | $4M | 2.3% | Research alternatives to AVEM · AVEM institutional holders |
| JIVE — JPMorgan International Value ETF | $4M | 2.3% | Research alternatives to JIVE · JIVE institutional holders |
| VIOO — Vanguard S&P Small-Cap 600 ETF | $2.9M | 1.7% | Research alternatives to VIOO · VIOO institutional holders |
| ITA — iShares U.S. Aerospace & Defense ETF | $2.7M | 1.6% | Research alternatives to ITA · ITA institutional holders |
| JTEK — JPMorgan U.S. Tech Leaders ETF | $2.2M | 1.3% | Research alternatives to JTEK · JTEK institutional holders |
| VTI — Vanguard Morningstar Total Stock Market ETF | $2M | 1.1% | Research alternatives to VTI · VTI institutional holders |
| BKGI — BNY Mellon Global Infrastructure Income ETF | $1.8M | 1.0% | Research alternatives to BKGI · BKGI institutional holders |
| ITOT — iShares Core S&P Total U.S. Stock Market ETF | $1.5M | 0.9% | Research alternatives to ITOT · ITOT institutional holders |
| IVOO — Vanguard S&P Mid-Cap 400 ETF | $1.2M | 0.7% | Research alternatives to IVOO · IVOO institutional holders |
| ICSH — iShares Ultra Short Duration Bond Active ETF | $1.1M | 0.6% | Research alternatives to ICSH · ICSH institutional holders |
| JEPQ — JPMorgan Nasdaq Equity Premium Income ETF | $1M | 0.6% | Research alternatives to JEPQ · JEPQ institutional holders |
| BILZ — PIMCO Ultra Short Government Active Exchange-Traded Fund | $783.5K | 0.5% | Research alternatives to BILZ · BILZ institutional holders |
| BOND — PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $696K | 0.4% | Research alternatives to BOND · BOND institutional holders |
| IVW — iShares S&P 500 Growth ETF | $647.6K | 0.4% | Research alternatives to IVW · IVW institutional holders |
| VONE — Vanguard Russell 1000 ETF | $644.8K | 0.4% | Research alternatives to VONE · VONE institutional holders |
| JQUA — JPMorgan U.S. Quality Factor ETF | $547.1K | 0.3% | Research alternatives to JQUA · JQUA institutional holders |
| SPY — SPDR S&P 500 ETF TRUST | $520.1K | 0.3% | Research alternatives to SPY · SPY institutional holders |
| VEA — Vanguard FTSE Developed Markets ETF | $433K | 0.3% | Research alternatives to VEA · VEA institutional holders |
| QQQM — Invesco NASDAQ 100 ETF | $377.5K | 0.2% | Research alternatives to QQQM · QQQM institutional holders |
| VNQ — Vanguard Real Estate ETF | $357.4K | 0.2% | Research alternatives to VNQ · VNQ institutional holders |
| FBCG — Fidelity Blue Chip Growth ETF | $346.6K | 0.2% | Research alternatives to FBCG · FBCG institutional holders |
| AVUV — Avantis U.S. Small Cap Value ETF | $303.4K | 0.2% | Research alternatives to AVUV · AVUV institutional holders |
| VYM — Vanguard High Dividend Yield ETF | $259.8K | 0.2% | Research alternatives to VYM · VYM institutional holders |
| IVV — iShares Core S&P 500 ETF | $258.6K | 0.2% | Research alternatives to IVV · IVV institutional holders |
| VONV — Vanguard Russell 1000 Value ETF | $232.7K | 0.1% | Research alternatives to VONV · VONV institutional holders |
| VTWO — Vanguard Russell 2000 ETF | $216.7K | 0.1% | Research alternatives to VTWO · VTWO institutional holders |
| AVDV — Avantis International Small Cap Value ETF | $214.1K | 0.1% | Research alternatives to AVDV · AVDV institutional holders |
| BSVO — EA Bridgeway Omni Small-Cap Value ETF | $208.2K | 0.1% | Research alternatives to BSVO · BSVO institutional holders |
| Address | City | State | Advisors |
|---|---|---|---|
| 7301 Merchant Court | Lakewood Ranch | FL | 7 |
| 18214 US 41 Highway N | Lutz | FL | 1 |
| Sanford, NC | Sanford | NC | 1 |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30