Foundation Wealth Management
Latest statistics and disclosures from Foundation Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVW, IVE, IWN, IJJ, IWO, and represent 65.22% of Foundation Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BTC, SCZ, IBDW, IBDS, IBDT, IBDV, IBDU, NVDA, IBM, IBDR.
- Started 2 new stock positions in IBDW, BTC.
- Reduced shares in these 10 stocks: IBDQ, IVW, IBIT, IVE, AMZN, , IWO, , EFV, .
- Sold out of its positions in MO, AMZN, META, IBDQ, PRTA.
- Foundation Wealth Management was a net seller of stock by $-6.3M.
- Foundation Wealth Management has $152M in assets under management (AUM), dropping by -2.90%.
- Central Index Key (CIK): 0001966351
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Portfolio Holdings for Foundation Wealth Management
Foundation Wealth Management holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 27.3 | $42M | -4% | 336k | 123.38 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 25.4 | $39M | 182k | 212.45 |
|
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| Ishares Tr Rus 2000 Val Etf (IWN) | 4.5 | $6.8M | -2% | 37k | 181.43 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 4.1 | $6.3M | -2% | 48k | 131.67 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 3.9 | $6.0M | -3% | 18k | 323.79 |
|
| Apple (AAPL) | 2.6 | $4.0M | -2% | 15k | 271.91 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.5 | $3.9M | -5% | 54k | 71.44 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 2.5 | $3.8M | -18% | 76k | 49.77 |
|
| Ishares Tr Ibonds Dec2026 (Principal) (IBDR) | 2.5 | $3.7M | 154k | 24.24 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.2 | $3.4M | -2% | 62k | 54.73 |
|
| Ishares Tr Ibonds 27 Etf (Principal) (IBDS) | 2.2 | $3.3M | +9% | 135k | 24.29 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $3.1M | 6.1k | 503.28 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 1.7 | $2.6M | -4% | 23k | 114.03 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.4 | $2.2M | 23k | 96.98 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.3 | $2.0M | +24% | 25k | 77.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.8M | -4% | 5.9k | 313.05 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.2 | $1.8M | +10% | 72k | 25.46 |
|
| Microsoft Corporation (MSFT) | 1.1 | $1.6M | -2% | 3.4k | 484.13 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 1.0 | $1.5M | 16k | 94.04 |
|
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.9 | $1.3M | -4% | 28k | 47.57 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.9 | $1.3M | NEW | 34k | 38.75 |
|
| Ishares Tr Global Reit Etf (REET) | 0.8 | $1.2M | -3% | 48k | 24.97 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.0M | -6% | 3.2k | 313.95 |
|
| Aon Shs Cl A (AON) | 0.6 | $933k | 2.6k | 352.96 |
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| Palantir Technologies Cl A (PLTR) | 0.5 | $803k | 4.5k | 177.75 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.4 | $653k | +27% | 28k | 23.42 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.4 | $645k | +31% | 29k | 22.08 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $639k | -2% | 2.0k | 322.63 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $598k | 691.00 | 865.72 |
|
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| NVIDIA Corporation (NVDA) | 0.4 | $565k | +5% | 3.0k | 186.70 |
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| Walt Disney Company (DIS) | 0.4 | $565k | 5.0k | 113.81 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $477k | 5.9k | 81.18 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $454k | 6.6k | 68.36 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $406k | 832.00 | 488.45 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $396k | -20% | 3.3k | 121.75 |
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| AutoZone (AZO) | 0.2 | $339k | 100.00 | 3391.50 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.2 | $302k | NEW | 14k | 21.16 |
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| Garmin SHS (GRMN) | 0.2 | $286k | 1.4k | 202.85 |
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| International Business Machines (IBM) | 0.2 | $273k | +6% | 919.00 | 296.70 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $271k | -3% | 2.0k | 136.97 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $240k | 2.7k | 89.49 |
|
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $234k | 1.7k | 141.20 |
|
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| Abbvie (ABBV) | 0.1 | $208k | 909.00 | 228.63 |
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Past Filings by Foundation Wealth Management
SEC 13F filings are viewable for Foundation Wealth Management going back to 2022
- Foundation Wealth Management 2025 Q4 filed Jan. 27, 2026
- Foundation Wealth Management 2025 Q3 filed Oct. 28, 2025
- Foundation Wealth Management 2025 Q2 filed July 23, 2025
- Foundation Wealth Management 2025 Q1 filed April 22, 2025
- Foundation Wealth Management 2024 Q4 filed Feb. 7, 2025
- Foundation Wealth Management 2024 Q3 filed Oct. 29, 2024
- Foundation Wealth Management 2024 Q2 filed Aug. 13, 2024
- Foundation Wealth Management 2024 Q1 filed May 8, 2024
- Foundation Wealth Management 2023 Q4 filed Jan. 24, 2024
- Foundation Wealth Management 2023 Q3 filed Oct. 31, 2023
- Foundation Wealth Management 2023 Q2 filed July 28, 2023
- Foundation Wealth Management 2023 Q1 filed April 18, 2023
- Foundation Wealth Management 2022 Q4 filed Feb. 21, 2023