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Foundations Investment Advisors

Latest statistics and disclosures from Foundations Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVW, DYNF, QUAL, BIL, IUSB, and represent 12.75% of Foundations Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SOXX (+$89M), OEF (+$60M), BIL (+$52M), ITA (+$35M), BAI (+$34M), XLC (+$34M), IGV (+$32M), DYNF (+$28M), XLI (+$21M), HYG (+$20M).
Started 188 new stock positions in NBIS, KLAC, AGGH, XDQQ, DBEF, LPL, AMDL, FTNT, SCHH, UAPR.
Reduced shares in these 10 stocks: SPY (-$86M), VOX (-$73M), IYW (-$57M), EFG (-$57M), ARKW (-$35M), COWZ (-$34M), QQQ (-$27M), XMMO (-$21M), IYC (-$20M), MTUM (-$20M).
Sold out of its positions in AMC, APRT, AMP, BRX, BRO, CAC, CGDV, CAH, SPXS, FSK.
Foundations Investment Advisors was a net buyer of stock by $78M.
Foundations Investment Advisors has $6.9B in assets under management (AUM), dropping by 8.68%.
Central Index Key (CIK): 0001743404

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Portfolio Holdings for Foundations Investment Advisors

Foundations Investment Advisors holds 1035 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Foundations Investment Advisors has 1035 total positions. Only the first 250 positions are shown.

Sign up to view all of the Foundations Investment Advisors Sept. 30, 2025 positions
Download the Foundations Investment Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	3.3	$228M	+3%	1.9M	120.72	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.6	$176M	+19%	3.0M	59.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.3	$161M	-3%	828k	194.50	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	2.3	$160M	+48%	1.7M	91.75	View chart
Ishares Tr Core Total Usd (IUSB)	2.2	$153M		3.3M	46.71	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.2	$150M	+10%	725k	206.51	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$141M	+2%	2.1M	67.83	View chart
NVIDIA Corporation (NVDA)	1.9	$128M	-8%	688k	186.58	View chart
Select Sector Spdr Tr Communication (XLC)	1.7	$119M	+39%	1.0M	118.37	View chart
Ishares Tr S&p 100 Etf (OEF)	1.7	$115M	+107%	345k	332.84	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$108M	-44%	163k	666.18	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$104M	+23%	292k	355.47	View chart
Apple (AAPL)	1.5	$102M		401k	254.63	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$101M	+10%	1.5M	65.92	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	1.4	$96M	-6%	4.7M	20.58	View chart
Microsoft Corporation (MSFT)	1.4	$94M	+5%	182k	517.95	View chart
Ishares Tr Expanded Tech (IGV)	1.3	$93M	+52%	805k	115.01	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.3	$90M	+27470%	331k	271.12	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSC)	1.2	$81M	-12%	3.2M	25.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$70M	-27%	117k	600.54	View chart
Exchange Listed Fds Tr Etc Cabana Targt (CLSM)	1.0	$68M	-13%	3.0M	23.03	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.0	$66M	-22%	257k	256.55	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.0	$66M	+108%	1.9M	34.16	View chart
Oracle Corporation (ORCL)	0.9	$64M	+6%	227k	281.24	View chart
Robinhood Mkts Com Cl A (HOOD)	0.9	$62M	+6%	435k	143.18	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$59M	-5%	816k	72.77	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.8	$58M	+12%	566k	102.99	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.8	$58M	+8%	1.5M	37.86	View chart
Amazon (AMZN)	0.8	$57M	+6%	258k	219.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$55M	+21%	115k	479.61	View chart
JPMorgan Chase & Co. (JPM)	0.8	$55M	+9%	174k	315.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$53M	+4%	219k	243.10	View chart
Ishares Tr Short Treas Bd (SHV)	0.8	$53M	+2%	475k	110.49	View chart
Citigroup Com New (C)	0.7	$51M	+9%	507k	101.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$50M	-16%	74k	669.30	View chart
Meta Platforms Cl A (META)	0.7	$47M		63k	734.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$46M	+5%	75k	612.38	View chart
Morgan Stanley Com New (MS)	0.7	$46M	+8%	287k	158.96	View chart
Goldman Sachs (GS)	0.6	$44M	+9%	56k	796.35	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	0.6	$42M	-7%	3.8M	11.08	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSB)	0.6	$42M	-12%	1.8M	23.33	View chart
Two Rds Shared Tr Anfield Dynamic (ADFI)	0.6	$42M	-5%	4.9M	8.60	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.6	$41M	+2%	761k	53.24	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$40M	-5%	422k	95.15	View chart
Eli Lilly & Co. (LLY)	0.6	$40M	+6%	52k	762.99	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$37M	+24%	867k	42.37	View chart
Ciena Corp Com New (CIEN)	0.5	$36M	+2%	247k	145.67	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$36M	+4%	453k	78.90	View chart
Strategy Cl A New (MSTR)	0.5	$36M		110k	322.21	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.5	$35M	+8%	198k	178.73	View chart
Ishares Tr Select Us Reit (ICF)	0.5	$35M	+5%	567k	61.62	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$35M	NEW	167k	209.26	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.5	$35M	-23%	386k	89.64	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.5	$34M	-10%	716k	47.39	View chart
Vertiv Holdings Com Cl A (VRT)	0.5	$33M	+10%	219k	150.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$31M	-27%	95k	328.17	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.5	$31M	-53%	179k	174.61	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.5	$31M	+6%	32k	968.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$31M	-2%	922k	33.42	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$31M	+5%	596k	51.23	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$30M	+23%	468k	65.00	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$27M	+218%	699k	38.57	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$26M	+406%	170k	154.23	View chart
Visa Com Cl A (V)	0.4	$26M	+7%	76k	341.38	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.4	$25M	+37%	541k	46.53	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.4	$24M		508k	47.58	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$23M	-24%	59k	396.15	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$23M	+865%	280k	81.19	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$23M	-28%	95k	239.64	View chart
Altria (MO)	0.3	$22M	+4%	328k	66.06	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$22M	+14%	319k	67.26	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.3	$21M	+27%	431k	49.68	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$21M	+2%	254k	84.11	View chart
Southern Company (SO)	0.3	$21M	+10%	225k	94.77	View chart
salesforce (CRM)	0.3	$21M	+12%	89k	237.00	View chart
Exxon Mobil Corporation (XOM)	0.3	$21M	+2%	186k	112.75	View chart
Mastercard Incorporated Cl A (MA)	0.3	$21M	+8%	37k	568.80	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$21M	-12%	342k	60.03	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$20M	NEW	259k	76.40	View chart
Tesla Motors (TSLA)	0.3	$20M		44k	444.72	View chart
Raytheon Technologies Corp (RTX)	0.3	$19M	+9%	116k	167.33	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.3	$19M	+4%	300k	64.38	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$19M	-6%	324k	58.85	View chart
Vanguard Wellington Us Quality (VFQY)	0.3	$19M	+2%	126k	150.82	View chart
Vanguard Wellington Us Minimum (VFMV)	0.3	$19M	+3%	144k	131.31	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.3	$19M	+17%	241k	78.21	View chart
Cheniere Energy Com New (LNG)	0.3	$19M	+8%	79k	234.98	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.3	$18M	-3%	242k	74.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$18M	+12%	36k	502.74	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$18M	+99%	535k	32.82	View chart
International Business Machines (IBM)	0.3	$17M	+9%	61k	282.16	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$17M	-2%	164k	104.96	View chart
Williams Companies (WMB)	0.2	$17M	+9%	271k	63.35	View chart
Palo Alto Networks (PANW)	0.2	$17M	+12%	84k	203.62	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$17M	-2%	133k	128.03	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.2	$17M	+45%	515k	32.58	View chart
Doubleline Etf Trust Commodity Strate (DCMT)	0.2	$17M	+3%	618k	27.03	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.2	$17M	-4%	318k	52.08	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$17M	+17%	220k	75.11	View chart
Broadcom (AVGO)	0.2	$16M	+15%	50k	329.91	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$16M	NEW	448k	36.30	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$16M	+10%	95k	170.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.2	$16M	-27%	534k	30.22	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$16M	+6%	200k	78.41	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$15M	+319%	196k	78.34	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.2	$15M	-18%	321k	47.39	View chart
At&t (T)	0.2	$15M	+11%	525k	28.24	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$15M	+2%	135k	108.70	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$15M	-14%	52k	281.86	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$15M	+51%	59k	247.12	View chart
Costco Wholesale Corporation (COST)	0.2	$14M	-2%	15k	925.66	View chart
Verizon Communications (VZ)	0.2	$14M	+11%	321k	43.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$14M	+6%	436k	31.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$14M	+12%	19k	746.63	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$13M		33k	402.42	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$13M	+33%	152k	88.14	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$13M	-52%	159k	82.96	View chart
Public Service Enterprise (PEG)	0.2	$13M	+12%	156k	83.46	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$13M	NEW	179k	71.94	View chart
Procter & Gamble Company (PG)	0.2	$13M	+7%	83k	153.65	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$12M	+62%	330k	37.50	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$12M	-43%	57k	213.73	View chart
Sempra Energy (SRE)	0.2	$12M	+4%	136k	89.98	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$12M		246k	49.79	View chart
Palantir Technologies Cl A (PLTR)	0.2	$12M	-26%	67k	182.42	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$12M	+3%	130k	89.77	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$12M	-83%	101k	113.88	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$11M	+381%	102k	111.47	View chart
Amgen (AMGN)	0.2	$11M		39k	282.20	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$11M		514k	20.93	View chart
Emerson Electric (EMR)	0.2	$11M	+11%	82k	131.18	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$11M		184k	57.25	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$10M	+45%	244k	42.79	View chart
Doubleline Etf Trust Fortune 500 Equa (DFVE)	0.1	$10M	+42%	327k	31.48	View chart
D-wave Quantum (QBTS)	0.1	$10M		411k	24.71	View chart
Chevron Corporation (CVX)	0.1	$10M	+4%	65k	155.29	View chart
Gilead Sciences (GILD)	0.1	$10M	+9%	91k	111.00	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$10M	+46%	265k	38.02	View chart
Wal-Mart Stores (WMT)	0.1	$10M	-39%	97k	103.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$10M	-65%	378k	26.34	View chart
Home Depot (HD)	0.1	$10M	-2%	25k	405.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$9.8M		164k	59.92	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$9.7M	-58%	109k	89.37	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$9.7M	-6%	190k	50.78	View chart
Valero Energy Corporation (VLO)	0.1	$9.3M		55k	170.26	View chart
Oklo Com Cl A (OKLO)	0.1	$9.2M	+13%	83k	111.63	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.1	$9.2M	-11%	979k	9.39	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$8.9M	+17%	158k	56.58	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$8.8M	-2%	129k	68.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$8.7M	-19%	208k	42.02	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$8.7M	-7%	376k	23.12	View chart
Enterprise Products Partners (EPD)	0.1	$8.3M	+5%	266k	31.27	View chart
Doubleline Etf Trust Multi Sector Inc (DMX)	0.1	$8.3M	+21%	164k	50.71	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$8.0M	+6%	90k	88.96	View chart
Direxion Shs Etf Tr Direxion Hcm (HCMT)	0.1	$8.0M	-4%	212k	37.49	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$7.9M	-52%	82k	96.46	View chart
Philip Morris International (PM)	0.1	$7.7M	-19%	48k	162.20	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$7.7M	NEW	78k	99.03	View chart
McDonald's Corporation (MCD)	0.1	$7.6M	-3%	25k	303.89	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$7.6M	+8%	27k	279.29	View chart
Global X Fds Global X Silver (SIL)	0.1	$7.6M	NEW	106k	71.63	View chart
Coinbase Global Com Cl A (COIN)	0.1	$7.5M	+45%	22k	337.49	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$7.4M	+6%	88k	84.00	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.1	$7.3M	+18%	146k	50.20	View chart
American Express Company (AXP)	0.1	$7.2M	+15%	22k	332.16	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$7.1M	+236%	217k	32.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$6.9M		47k	145.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$6.8M	-8%	36k	189.70	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$6.7M	+7%	65k	103.07	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$6.4M	+29%	64k	99.81	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$6.3M	-24%	63k	100.05	View chart
Abbvie (ABBV)	0.1	$6.3M	+8%	27k	231.54	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$6.2M		60k	103.36	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$6.2M	-15%	115k	53.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$6.2M	+58%	26k	241.96	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$6.0M		157k	38.36	View chart
UnitedHealth (UNH)	0.1	$6.0M	-71%	17k	345.30	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.1	$6.0M	NEW	89k	67.04	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$6.0M	+15%	108k	55.33	View chart
Coca-Cola Company (KO)	0.1	$5.9M	-57%	88k	66.32	View chart
Ares Capital Corporation (ARCC)	0.1	$5.9M	+8%	287k	20.41	View chart
Lam Research Corp Com New (LRCX)	0.1	$5.8M	-40%	43k	133.90	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$5.8M	+25%	113k	51.08	View chart
Applovin Corp Com Cl A (APP)	0.1	$5.7M	+12%	8.0k	718.52	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$5.7M	+3%	58k	99.11	View chart
Vanguard World Utilities Etf (VPU)	0.1	$5.7M	+3%	30k	189.41	View chart
Ssga Active Tr Spdr Dbleln Emrg (EMTL)	0.1	$5.7M	+12%	130k	43.91	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$5.6M	-4%	147k	38.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$5.6M	-25%	103k	54.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$5.6M	+32%	30k	186.49	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.1	$5.6M	+3%	244k	22.77	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$5.5M	+4%	256k	21.71	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$5.5M	+4%	63k	86.84	View chart
Iren Ordinary Shares (IREN)	0.1	$5.4M	+1055%	116k	46.93	View chart
Netflix (NFLX)	0.1	$5.4M	-12%	4.5k	1199.05	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.1	$5.4M	NEW	215k	24.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.4M	+36%	197k	27.30	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$5.4M	+5%	223k	24.02	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.1	$5.3M	+4%	57k	93.55	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$5.3M	+8%	81k	65.87	View chart
Allstate Corporation (ALL)	0.1	$5.3M		25k	214.65	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$5.3M	-72%	93k	57.10	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$5.2M	+26%	38k	139.17	View chart
Ares Dynamic Cr Allocation (ARDC)	0.1	$5.2M	+5%	370k	14.07	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$5.2M	+5%	108k	48.17	View chart
Lowe's Companies (LOW)	0.1	$5.2M	+7%	21k	251.31	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.1	$5.2M	+5%	220k	23.59	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$5.2M	+12%	162k	31.88	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$5.2M	+23%	51k	100.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$5.2M	-11%	21k	243.55	View chart
Cloudflare Cl A Com (NET)	0.1	$5.1M	+14%	24k	214.59	View chart
Vanguard World Energy Etf (VDE)	0.1	$5.0M		40k	125.86	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$5.0M	+9%	65k	76.45	View chart
Cummins (CMI)	0.1	$4.9M		12k	422.38	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$4.9M	-16%	52k	95.14	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$4.9M	+6%	326k	14.94	View chart
Medtronic SHS (MDT)	0.1	$4.9M	+9%	51k	95.24	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$4.8M	+9%	192k	25.13	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.1	$4.8M	+7%	400k	11.99	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.7M	-92%	24k	195.86	View chart
Wec Energy Group (WEC)	0.1	$4.6M		41k	114.59	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$4.6M	+7%	44k	104.51	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$4.5M	-8%	43k	106.49	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$4.5M	+1583%	37k	121.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.4M	-15%	37k	118.83	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$4.4M	+3%	31k	140.95	View chart
Vanguard World Financials Etf (VFH)	0.1	$4.4M	+4%	33k	131.24	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$4.3M	NEW	26k	165.45	View chart
DNP Select Income Fund (DNP)	0.1	$4.3M	+4%	432k	10.01	View chart
Vanguard World Industrial Etf (VIS)	0.1	$4.2M	+3%	14k	296.28	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$4.2M	+6%	136k	31.16	View chart
Spdr Series Trust Portfolio Crport (SPBO)	0.1	$4.2M	+29%	142k	29.63	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$4.2M	+56%	174k	23.94	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$4.2M	-26%	91k	45.45	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$4.1M	+25%	175k	23.40	View chart
Kroger (KR)	0.1	$4.1M		61k	67.41	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.1	$4.0M	NEW	195k	20.75	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$4.0M	+3%	91k	44.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$4.0M	+4%	40k	100.25	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$4.0M	-12%	63k	62.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.9M	-11%	8.3k	468.43	View chart
Ge Aerospace Com New (GE)	0.1	$3.9M	+10%	13k	300.83	View chart
Arqit Quantum *w Exp 09/03/202 (ARQQW)	0.1	$3.8M	-2%	4.1M	0.94	View chart
Simon Property (SPG)	0.1	$3.8M		20k	187.67	View chart
Vanguard World Materials Etf (VAW)	0.1	$3.7M	+4%	18k	204.86	View chart
Caterpillar (CAT)	0.1	$3.6M	-7%	7.6k	477.13	View chart
Rocket Lab Corp (RKLB)	0.1	$3.6M	+5%	76k	47.91	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$3.5M	NEW	113k	31.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$3.5M	+62%	151k	23.28	View chart
Johnson & Johnson (JNJ)	0.1	$3.5M	+9%	19k	185.42	View chart

Past Filings by Foundations Investment Advisors

SEC 13F filings are viewable for Foundations Investment Advisors going back to 2018

Foundations Investment Advisors 2025 Q3 filed Nov. 3, 2025
Foundations Investment Advisors 2025 Q2 filed Aug. 8, 2025
Foundations Investment Advisors 2025 Q1 filed May 7, 2025
Foundations Investment Advisors 2024 Q4 filed Jan. 22, 2025
Foundations Investment Advisors 2024 Q3 filed Oct. 21, 2024
Foundations Investment Advisors 2024 Q2 filed Aug. 2, 2024
Foundations Investment Advisors 2024 Q1 filed May 13, 2024
Foundations Investment Advisors 2023 Q4 filed Feb. 8, 2024
Foundations Investment Advisors 2023 Q3 filed Oct. 5, 2023
Foundations Investment Advisors 2023 Q2 filed July 19, 2023
Foundations Investment Advisors 2023 Q1 filed April 25, 2023
Foundations Investment Advisors 2022 Q4 filed Jan. 11, 2023
Foundations Investment Advisors 2022 Q3 filed Oct. 19, 2022
Foundations Investment Advisors 2022 Q2 filed July 8, 2022
Foundations Investment Advisors 2022 Q1 filed April 19, 2022
Foundations Investment Advisors 2021 Q4 filed Jan. 21, 2022

View all past filings

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