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 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