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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, IVE, DYNF, IUSB, NVDA, and represent 12.58% of Foundations Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: AEMS (+$120M), IVE (+$59M), IHE (+$55M), ARKW (+$53M), IEMG (+$40M), MTUM (+$36M), DFAC (+$35M), DCOR (+$25M), MSTR (+$24M), BALT (+$23M).
Started 171 new stock positions in DG, EIDO, AMP, SSB, SJM, LW, XIJN, WULF, LTBR, BHP.
Reduced shares in these 10 stocks: IGV (-$84M), BIL (-$76M), QUAL (-$58M), IYG (-$35M), BUFR (-$24M), VCR (-$23M), EFV (-$19M), XISE (-$16M), SHV (-$13M), GLD (-$13M).
Sold out of its positions in GLTR, AVAV, UYLD, APO, ARES, ARKB, BRCC, WRB, BBAI, BTAI.
Foundations Investment Advisors was a net buyer of stock by $711M.
Foundations Investment Advisors has $7.6B in assets under management (AUM), dropping by 10.87%.
Central Index Key (CIK): 0001743404

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Portfolio Holdings for Foundations Investment Advisors

Foundations Investment Advisors holds 1100 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Foundations Investment Advisors has 1100 total positions. Only the first 250 positions are shown.

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Download the Foundations Investment Advisors December 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	$251M	+7%	2.0M	123.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.8	$212M	+38%	1.0M	212.07	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.6	$197M	+8%	3.2M	60.81	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.1	$157M	+2%	3.4M	46.54	View chart
NVIDIA Corporation (NVDA)	1.9	$144M	+12%	771k	186.50	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$143M	+38%	2.1M	67.22	View chart
Select Sector Spdr Tr State Street Com (XLC)	1.8	$138M	+16%	1.2M	117.72	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$129M	-13%	1.8M	71.41	View chart
Ishares Tr S&p 100 Etf (OEF)	1.7	$129M	+8%	375k	342.97	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.6	$122M	+22%	406k	301.15	View chart
Two Rds Shared Tr Anfield Enhanced (AEMS)	1.6	$120M	NEW	12M	10.37	View chart
Apple (AAPL)	1.5	$114M	+4%	418k	271.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$107M	-35%	536k	198.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$104M	-6%	153k	681.92	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$103M	-10%	260k	396.31	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.3	$100M	+55%	400k	250.31	View chart
Microsoft Corporation (MSFT)	1.3	$99M	+13%	205k	483.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$90M	+25%	147k	614.31	View chart
Spdr Series Trust State Street Spd (BIL)	1.1	$83M	-47%	913k	91.38	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	1.0	$79M	+200%	538k	147.73	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	1.0	$79M		4.7M	16.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$77M	+12%	246k	313.00	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.9	$72M	+11%	2.1M	33.30	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSC)	0.9	$71M	-12%	2.8M	25.28	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$66M		818k	81.17	View chart
Citigroup Com New (C)	0.9	$66M	+11%	563k	116.69	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.8	$64M	+8%	1.7M	38.56	View chart
Amazon (AMZN)	0.8	$63M	+6%	275k	230.82	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$63M	+125%	1.6M	39.59	View chart
JPMorgan Chase & Co. (JPM)	0.8	$62M	+10%	193k	322.25	View chart
Exchange Listed Fds Tr Etc Cabana Targt (CLSM)	0.8	$61M	-12%	2.6M	23.24	View chart
Ciena Corp Com New (CIEN)	0.8	$60M	+4%	258k	233.87	View chart
Eli Lilly & Co. (LLY)	0.8	$59M	+5%	55k	1074.69	View chart
Robinhood Mkts Com Cl A (HOOD)	0.7	$57M	+15%	502k	113.10	View chart
Morgan Stanley Com New (MS)	0.7	$56M	+10%	317k	177.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$56M	+9%	81k	684.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$55M	-2%	112k	487.86	View chart
Ishares Silver Tr Ishares (SLV)	0.7	$55M	-2%	847k	64.42	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.7	$55M	NEW	643k	84.83	View chart
Goldman Sachs (GS)	0.7	$54M	+10%	62k	879.01	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.7	$53M	-8%	518k	101.67	View chart
Oracle Corporation (ORCL)	0.7	$52M	+18%	268k	194.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$51M	+8%	81k	627.11	View chart
Meta Platforms Cl A (META)	0.6	$46M	+10%	70k	660.09	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$43M	+6%	450k	95.22	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.6	$43M	+6%	810k	52.77	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.5	$41M	+129%	1.2M	33.51	View chart
Two Rds Shared Tr Anfield Dynamic (ADFI)	0.5	$41M	-2%	4.8M	8.57	View chart
Vertiv Holdings Com Cl A (VRT)	0.5	$41M	+14%	250k	162.01	View chart
Strategy Cl A New (MSTR)	0.5	$40M	+141%	266k	151.95	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.5	$39M	-25%	357k	110.15	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$39M	+4%	472k	82.32	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.5	$38M	+190%	520k	73.63	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	0.5	$38M	-2%	3.7M	10.18	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.5	$38M	+10%	35k	1069.86	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$38M	+5%	176k	214.69	View chart
Ishares Tr Select Us Reit (ICF)	0.5	$37M	+10%	626k	59.67	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSB)	0.5	$37M	-15%	1.5M	23.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$35M	+10%	105k	335.27	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.4	$33M	+14%	225k	146.58	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.4	$33M	+29%	701k	46.36	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$32M	+8%	647k	50.01	View chart
Visa Com Cl A (V)	0.4	$30M	+11%	84k	350.85	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.4	$29M	+33%	577k	49.65	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.4	$28M	-16%	596k	47.13	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.4	$27M	+63%	521k	51.90	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$27M	+16%	544k	49.65	View chart
Ssga Active Tr State Street Dou (STOT)	0.3	$26M	+73%	557k	47.28	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$26M	-3%	165k	155.12	View chart
salesforce (CRM)	0.3	$26M	+8%	96k	264.91	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.3	$25M	+4%	532k	47.73	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$25M	+11%	355k	69.47	View chart
Raytheon Technologies Corp (RTX)	0.3	$24M	+11%	129k	183.45	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.3	$23M	+107%	196k	119.41	View chart
Mastercard Incorporated Cl A (MA)	0.3	$23M	+10%	41k	571.06	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$23M	+8%	276k	83.75	View chart
Altria (MO)	0.3	$23M	+20%	394k	57.66	View chart
Southern Company (SO)	0.3	$22M	+14%	257k	87.20	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$22M	+8%	370k	59.93	View chart
Exxon Mobil Corporation (XOM)	0.3	$22M		184k	120.34	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$21M	+182%	613k	34.46	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.3	$21M	+7%	322k	65.01	View chart
International Business Machines (IBM)	0.3	$20M	+12%	69k	296.07	View chart
Vanguard Wellington Us Quality (VFQY)	0.3	$20M	+2%	130k	153.41	View chart
Tesla Motors (TSLA)	0.3	$20M		44k	449.72	View chart
Broadcom (AVGO)	0.3	$20M	+13%	56k	346.23	View chart
Vanguard Wellington Us Minimum (VFMV)	0.3	$19M	+3%	149k	130.37	View chart
Philip Morris International (PM)	0.3	$19M	+152%	121k	160.42	View chart
Doubleline Etf Trust Commodity Strate (DCMT)	0.2	$19M	+16%	722k	26.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$19M	+5%	37k	502.65	View chart
Williams Companies (WMB)	0.2	$19M	+15%	312k	60.11	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.2	$18M	+11%	572k	32.24	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$18M	-4%	126k	144.16	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$18M	+23%	117k	154.11	View chart
Palo Alto Networks (PANW)	0.2	$18M	+16%	97k	184.20	View chart
Cheniere Energy Com New (LNG)	0.2	$18M	+15%	92k	194.39	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$18M	-6%	303k	58.74	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.2	$18M		237k	74.88	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$18M	NEW	286k	62.15	View chart
Figma Class A Com Stk (FIG)	0.2	$18M	NEW	468k	37.37	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$18M	-22%	217k	80.63	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$17M	+14%	67k	252.92	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$17M	+9%	219k	77.89	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$17M	+50%	154k	110.19	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$17M		218k	77.03	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$17M		163k	102.42	View chart
Vale S A Sponsored Ads (VALE)	0.2	$17M	NEW	1.3M	13.03	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$16M	+18%	180k	89.56	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$16M		456k	35.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$16M	+10%	483k	32.62	View chart
Verizon Communications (VZ)	0.2	$16M	+19%	383k	40.73	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$15M	+10%	21k	753.79	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$15M		134k	111.78	View chart
At&t (T)	0.2	$15M	+13%	597k	24.84	View chart
Public Service Enterprise (PEG)	0.2	$15M	+17%	183k	80.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$15M	+807%	348k	41.78	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$15M	+5%	35k	412.77	View chart
Procter & Gamble Company (PG)	0.2	$14M	+21%	101k	143.31	View chart
Doubleline Etf Trust Fortune 500 Equa (DFVE)	0.2	$14M	+36%	447k	31.91	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$14M	-10%	175k	80.22	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$14M	+3705%	325k	42.69	View chart
Amgen (AMGN)	0.2	$14M	+8%	42k	327.31	View chart
Palantir Technologies Cl A (PLTR)	0.2	$14M	+15%	77k	177.75	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$13M	+1239%	27k	480.57	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$13M		335k	39.38	View chart
Sempra Energy (SRE)	0.2	$13M	+8%	148k	88.29	View chart
Emerson Electric (EMR)	0.2	$13M	+19%	97k	132.72	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.2	$13M	-37%	151k	84.29	View chart
Doubleline Etf Trust Multi Sector Inc (DMX)	0.2	$13M	+52%	250k	50.52	View chart
Bhp Group Sponsored Ads (BHP)	0.2	$13M	NEW	207k	60.37	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.2	$12M	+4705%	255k	48.41	View chart
D-wave Quantum (QBTS)	0.2	$12M	+14%	471k	26.15	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$12M		244k	49.99	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$12M	-45%	141k	85.77	View chart
Gilead Sciences (GILD)	0.2	$12M	+8%	99k	122.74	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$12M	-8%	146k	82.82	View chart
Costco Wholesale Corporation (COST)	0.2	$12M	-11%	14k	862.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$12M	+14%	433k	26.91	View chart
Wal-Mart Stores (WMT)	0.2	$12M	+6%	103k	111.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$11M		100k	113.92	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$11M	+3%	190k	58.74	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$11M	+3%	531k	21.00	View chart
Global X Fds Global X Silver (SIL)	0.1	$11M	+25%	133k	83.52	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$11M	-2%	237k	44.41	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$10M		269k	38.32	View chart
Abbvie (ABBV)	0.1	$10M	+64%	45k	228.48	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$10M	+170%	305k	32.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$9.5M	+15%	31k	303.89	View chart
Lam Research Corp Com New (LRCX)	0.1	$9.5M	+27%	55k	171.18	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$9.4M	-2%	186k	50.58	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$9.4M	+495%	210k	44.71	View chart
Vanguard World Utilities Etf (VPU)	0.1	$9.4M	+67%	51k	185.04	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$9.3M		161k	57.85	View chart
Enterprise Products Partners (EPD)	0.1	$9.3M	+9%	290k	32.06	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.1	$9.2M		982k	9.41	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$9.2M	+14%	103k	89.43	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$9.0M	+75%	90k	100.38	View chart
Ssga Active Tr State Street Dou (EMTL)	0.1	$8.9M	+58%	206k	43.32	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$8.8M	+181%	266k	33.08	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$8.8M		382k	23.02	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$8.7M		127k	68.36	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$8.6M	NEW	107k	80.74	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$8.6M	+14%	101k	84.88	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$8.5M	-4%	123k	69.42	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.1	$8.3M	+13%	166k	50.23	View chart
Chevron Corporation (CVX)	0.1	$8.3M	-16%	54k	152.41	View chart
Home Depot (HD)	0.1	$8.3M	-2%	24k	344.10	View chart
McDonald's Corporation (MCD)	0.1	$8.1M	+5%	26k	305.63	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$8.1M	+19%	77k	104.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$7.9M	-74%	231k	34.26	View chart
Direxion Shs Etf Tr Direxion Hcm (HCMT)	0.1	$7.4M	-9%	192k	38.56	View chart
American Express Company (AXP)	0.1	$7.3M	-8%	20k	369.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$7.2M	+8%	23k	313.79	View chart
Valero Energy Corporation (VLO)	0.1	$7.1M	-20%	43k	162.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$7.0M	+58%	49k	143.52	View chart
Ares Capital Corporation (ARCC)	0.1	$7.0M	+21%	347k	20.23	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$6.9M	NEW	71k	97.22	View chart
Oklo Com Cl A (OKLO)	0.1	$6.8M	+14%	95k	71.76	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$6.7M	-4%	45k	148.69	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$6.7M	+6%	27k	246.16	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$6.6M	+10%	64k	103.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$6.5M	+14%	34k	190.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$6.4M	-37%	102k	62.47	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$6.4M	+2%	65k	98.50	View chart
Rocket Lab Corp (RKLB)	0.1	$6.4M	+20%	91k	69.76	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$6.3M	+8%	160k	39.64	View chart
Cloudflare Cl A Com (NET)	0.1	$6.3M	+33%	32k	197.15	View chart
UnitedHealth (UNH)	0.1	$6.3M	+9%	19k	330.10	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$6.2M	+8%	123k	50.86	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$6.2M		109k	56.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$6.2M	-9%	32k	191.56	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$6.1M	+49%	260k	23.67	View chart
Applovin Corp Com Cl A (APP)	0.1	$6.1M	+13%	9.1k	673.80	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$6.1M	+11%	284k	21.55	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$6.1M	NEW	68k	89.76	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$6.0M	+21%	78k	76.23	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$5.9M	+9%	69k	86.20	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$5.9M	-24%	62k	96.16	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$5.9M		38k	154.80	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.1	$5.9M	+5%	257k	23.04	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$5.9M	+8%	88k	66.75	View chart
Ishares Tr Mortge Rel Etf (REM)	0.1	$5.8M	NEW	263k	22.18	View chart
Coinbase Global Com Cl A (COIN)	0.1	$5.8M	+15%	26k	226.14	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.1	$5.8M	+13%	249k	23.34	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$5.8M	+13%	122k	47.70	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$5.8M	+27%	54k	107.11	View chart
Iren Ordinary Shares (IREN)	0.1	$5.7M	+31%	152k	37.77	View chart
Ares Dynamic Cr Allocation (ARDC)	0.1	$5.7M	+15%	429k	13.30	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$5.7M	+7%	174k	32.57	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$5.6M	-24%	39k	143.97	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$5.6M		66k	85.37	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.1	$5.6M	+21%	486k	11.44	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.5M	+71%	11k	483.69	View chart
Invesco Exchange Traded Fd T Energy Explorati (PXE)	0.1	$5.5M	NEW	196k	27.95	View chart
Vanguard World Energy Etf (VDE)	0.1	$5.4M	+7%	43k	125.92	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$5.4M	+12%	217k	25.08	View chart
Doubleline Etf Trust Asset Backed Sec (DABS)	0.1	$5.2M	+119%	102k	50.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$5.2M	+16%	43k	120.18	View chart
Johnson & Johnson (JNJ)	0.1	$5.2M	+33%	25k	206.95	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$5.2M	+80%	176k	29.28	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$5.1M	+9%	100k	51.27	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$5.1M	+63%	119k	42.55	View chart
Spdr Series Trust State Street Spd (SPBO)	0.1	$5.1M	+21%	173k	29.34	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$4.9M		52k	94.16	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$4.9M	+15%	156k	31.51	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$4.9M	-7%	86k	57.24	View chart
Pepsi (PEP)	0.1	$4.9M	+122%	34k	143.52	View chart
Lowe's Companies (LOW)	0.1	$4.8M	-2%	20k	241.16	View chart
Allstate Corporation (ALL)	0.1	$4.8M	-6%	23k	208.15	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$4.7M	+41%	98k	47.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$4.7M	+141%	49k	96.03	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$4.7M	-50%	53k	87.16	View chart
Vanguard World Financials Etf (VFH)	0.1	$4.6M	+4%	35k	133.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$4.6M	+51%	21k	219.78	View chart
Kroger (KR)	0.1	$4.5M	+20%	73k	62.48	View chart
DNP Select Income Fund (DNP)	0.1	$4.5M	+5%	454k	9.99	View chart
Caterpillar (CAT)	0.1	$4.5M	+3%	7.9k	572.87	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.5M	-7%	22k	199.68	View chart
Vanguard World Industrial Etf (VIS)	0.1	$4.4M	+2%	15k	298.38	View chart
Marriott Intl Cl A (MAR)	0.1	$4.4M	+247%	14k	310.25	View chart
Advanced Micro Devices (AMD)	0.1	$4.3M	+29%	20k	214.16	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$4.3M	-8%	40k	106.70	View chart
Cummins (CMI)	0.1	$4.2M	-28%	8.3k	510.42	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$4.2M	+3%	181k	23.34	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$4.2M		93k	45.01	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.1	$4.2M	+2%	200k	20.80	View chart
Ge Aerospace Com New (GE)	0.1	$4.1M	+4%	13k	308.02	View chart
Wec Energy Group (WEC)	0.1	$4.1M	-3%	39k	105.46	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$4.1M	+39%	135k	30.20	View chart
Medtronic SHS (MDT)	0.1	$4.0M	-18%	42k	96.06	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 Q4 filed Feb. 10, 2026
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

View all past filings

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