Foundation Wealth Management
Latest statistics and disclosures from Foundation Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001966351
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Positions held by Foundation Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Foundation Wealth Management
Foundation Wealth Management holds 38 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 21.2 | $21M | 358k | 58.50 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 15.8 | $16M | 107k | 145.07 | ||
| Ishares Tr Rus 2000 Grw Etf (IWO) | 5.8 | $5.7M | 26k | 214.51 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 4.2 | $4.2M | 74k | 56.48 | ||
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 4.0 | $3.9M | 39k | 100.80 | ||
| Ishares Tr Ibonds Dec2026 (Principal) (IBDR) | 3.9 | $3.9M | 165k | 23.35 | ||
| Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) | 3.5 | $3.4M | 140k | 24.32 | ||
| Ishares Tr Eafe Grwth Etf (EFG) | 3.5 | $3.4M | 41k | 83.76 | ||
| Apple (AAPL) | 3.2 | $3.2M | 25k | 129.93 | ||
| Ishares Tr Ibonds 27 Etf (Principal) (IBDS) | 3.1 | $3.0M | 130k | 23.37 | ||
| Ishares Tr Eafe Value Etf (EFV) | 3.0 | $2.9M | 64k | 45.88 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 2.9 | $2.8M | 20k | 138.68 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.7 | $2.6M | 70k | 37.90 | ||
| Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) | 2.6 | $2.6M | 107k | 24.42 | ||
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $2.1M | 6.9k | 308.86 | ||
| Ishares Tr Global Reit Etf (REET) | 1.8 | $1.8M | 77k | 22.71 | ||
| Ishares Tr U.s. Energy Etf (IYE) | 1.6 | $1.6M | 34k | 46.49 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.6 | $1.6M | 23k | 68.30 | ||
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.5 | $1.5M | 63k | 24.29 | ||
| Merck & Co (MRK) | 1.5 | $1.5M | 14k | 110.95 | ||
| Ishares Tr U.s. Real Es Etf (IYR) | 1.3 | $1.3M | 15k | 84.19 | ||
| Microsoft Corporation (MSFT) | 1.2 | $1.1M | 4.8k | 239.84 | ||
| Philip Morris International (PM) | 1.0 | $987k | 9.8k | 101.21 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $970k | 11k | 88.22 | ||
| Exxon Mobil Corporation (XOM) | 1.0 | $947k | 8.6k | 110.30 | ||
| Ishares Tr Ibonds Dec23 Etf (Principal) (IBDO) | 0.9 | $878k | 35k | 25.03 | ||
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.5 | $510k | 9.3k | 55.12 | ||
| Costco Wholesale Corporation (COST) | 0.5 | $472k | 1.0k | 456.50 | ||
| Altria (MO) | 0.4 | $439k | 9.6k | 45.71 | ||
| Pfizer (PFE) | 0.4 | $438k | 8.5k | 51.24 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $408k | 5.4k | 75.20 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $348k | 3.9k | 88.73 | ||
| JPMorgan Chase & Co. (JPM) | 0.3 | $334k | 2.5k | 134.08 | ||
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $301k | 8.7k | 34.59 | ||
| AutoZone (AZO) | 0.3 | $247k | 100.00 | 2466.18 | ||
| UnitedHealth (UNH) | 0.2 | $222k | 418.00 | 530.22 | ||
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.2 | $220k | 6.7k | 32.77 | ||
| Walt Disney Company (DIS) | 0.2 | $203k | 2.3k | 86.88 | ||
Past Filings by Foundation Wealth Management
SEC 13F filings are viewable for Foundation Wealth Management going back to 2022
- Foundation Wealth Management 2022 Q4 filed Feb. 21, 2023