Foundation Wealth Management
Latest statistics and disclosures from Foundation Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVE, IVW, IJJ, IWN, IWO, and represent 65.18% of Foundation Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCZ, IBIT, IJJ, IBDX, IVW, PRTA, IJK, IVE, IBDV, IBDT.
- Started 2 new stock positions in IBDX, PRTA.
- Reduced shares in these 10 stocks: IAU, AAPL, BTC, , GOOG, MSFT, NVDA, EFV, IWO, AZO.
- Sold out of its position in ABBV.
- Foundation Wealth Management was a net buyer of stock by $1.5M.
- Foundation Wealth Management has $148M in assets under management (AUM), dropping by -2.58%.
- Central Index Key (CIK): 0001966351
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Portfolio Holdings for Foundation Wealth Management
Foundation Wealth Management holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Val Etf (IVE) | 26.0 | $39M | 182k | 211.15 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 25.8 | $38M | 338k | 113.11 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 4.8 | $7.1M | +11% | 53k | 132.50 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 4.7 | $7.0M | 37k | 189.59 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 3.8 | $5.7M | 18k | 313.78 |
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| Ishares Tr Eafe Value Etf (EFV) | 2.6 | $3.9M | -2% | 53k | 74.35 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 2.5 | $3.7M | +28% | 97k | 38.42 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 2.5 | $3.7M | 153k | 24.24 |
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| Apple (AAPL) | 2.4 | $3.5M | -5% | 14k | 253.80 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.3 | $3.4M | -2% | 60k | 56.79 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 2.2 | $3.3M | 137k | 24.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $2.9M | 6.1k | 479.18 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.9 | $2.8M | +42% | 36k | 78.41 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 1.7 | $2.6M | 23k | 111.38 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.7 | $2.5M | +8% | 25k | 100.63 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.3 | $1.9M | +5% | 76k | 25.33 |
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| Ishares Tr U.s. Energy Etf (IYE) | 1.2 | $1.8M | 28k | 64.78 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.6M | -3% | 5.7k | 287.53 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 1.0 | $1.5M | 16k | 94.55 |
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| Ishares Tr Global Reit Etf (REET) | 0.8 | $1.2M | 48k | 25.15 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.0M | -15% | 2.8k | 370.09 |
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| Aon Shs Cl A (AON) | 0.6 | $856k | 2.7k | 322.74 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.5 | $792k | -21% | 26k | 29.99 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.5 | $760k | +18% | 35k | 21.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $730k | -21% | 2.5k | 286.85 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.5 | $698k | +7% | 30k | 23.26 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $661k | 4.5k | 146.28 |
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| Costco Wholesale Corporation (COST) | 0.4 | $591k | -14% | 593.00 | 996.96 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $558k | -4% | 1.9k | 294.11 |
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| Walt Disney Company (DIS) | 0.3 | $479k | 5.0k | 96.38 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $370k | +23% | 18k | 20.93 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $364k | 834.00 | 436.27 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $357k | 3.3k | 109.69 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $351k | 6.6k | 52.76 |
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| NVIDIA Corporation (NVDA) | 0.2 | $340k | -35% | 2.0k | 174.41 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $286k | -44% | 3.2k | 88.15 |
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| Garmin SHS (GRMN) | 0.2 | $257k | -21% | 1.1k | 232.01 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $254k | 2.0k | 128.15 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $243k | 2.7k | 90.53 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $242k | 1.7k | 145.72 |
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| AutoZone (AZO) | 0.2 | $236k | -30% | 70.00 | 3377.79 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.1 | $209k | NEW | 8.3k | 25.27 |
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| International Business Machines (IBM) | 0.1 | $209k | -5% | 865.00 | 241.98 |
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| Prothena Corp SHS (PRTA) | 0.1 | $187k | NEW | 19k | 9.72 |
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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 2026 Q1 filed May 4, 2026
- 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