Foundation Wealth Management

Latest statistics and disclosures from Foundation Wealth Management's latest quarterly 13F-HR filing:

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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 35 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 25.5 $29M +5% 380k 75.10
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Ishares Tr S&p 500 Val Etf (IVE) 24.4 $27M +29% 157k 173.89
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Ishares Tr S&p Mc 400vl Etf (IJJ) 4.4 $5.0M 43k 114.05
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Ishares Tr Rus 2000 Grw Etf (IWO) 4.2 $4.7M -11% 19k 252.22
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Apple (AAPL) 3.3 $3.6M 19k 192.53
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Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 3.2 $3.6M 152k 23.90
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Ishares Tr Eafe Value Etf (EFV) 3.2 $3.6M 69k 52.10
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Ishares Tr Rus 2000 Val Etf (IWN) 3.1 $3.4M +8% 22k 155.33
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Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $2.9M -4% 72k 40.21
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Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 2.6 $2.9M 116k 24.76
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Ishares Tr Eafe Grwth Etf (EFG) 2.5 $2.8M -8% 29k 96.85
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Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 2.5 $2.8M -5% 115k 23.93
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Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) 2.2 $2.4M -4% 98k 24.91
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Ishares Tr Eafe Sml Cp Etf (SCZ) 2.1 $2.4M -10% 39k 61.91
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $2.2M 6.2k 356.63
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Ishares Tr U.s. Real Es Etf (IYR) 1.6 $1.7M +21% 19k 91.40
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Ishares Tr S&p Mc 400gr Etf (IJK) 1.5 $1.7M +3% 21k 79.22
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Microsoft Corporation (MSFT) 1.4 $1.6M -8% 4.2k 376.08
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Ishares Tr Global Reit Etf (REET) 1.2 $1.4M -6% 57k 24.18
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Ishares Tr Ibds Dec28 Etf (IBDT) 1.1 $1.3M +4% 51k 25.09
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Ishares Tr U.s. Energy Etf (IYE) 1.0 $1.2M +4% 26k 44.12
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $927k 6.6k 139.67
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Costco Wholesale Corporation (COST) 0.6 $640k 969.00 660.50
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Alphabet Cap Stk Cl C (GOOG) 0.5 $552k 3.9k 140.93
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JPMorgan Chase & Co. (JPM) 0.4 $399k -3% 2.3k 170.11
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $350k 4.5k 78.01
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Garmin SHS (GRMN) 0.2 $272k 2.1k 128.54
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Vanguard Index Fds Growth Etf (VUG) 0.2 $259k 834.00 310.51
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AutoZone (AZO) 0.2 $259k 100.00 2585.61
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Tesla Motors (TSLA) 0.2 $239k 962.00 248.28
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Ishares Gold Tr Ishares New (IAU) 0.2 $234k 6.0k 39.03
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UnitedHealth (UNH) 0.2 $219k 416.00 526.50
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NVIDIA Corporation (NVDA) 0.2 $217k NEW 437.00 495.41
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $214k NEW 2.1k 104.46
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Ishares Tr North Amern Nat (IGE) 0.2 $204k NEW 5.0k 40.72
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Past Filings by Foundation Wealth Management

SEC 13F filings are viewable for Foundation Wealth Management going back to 2022