Foundation Wealth Management

Foundation Wealth Management as of March 31, 2025

Portfolio Holdings for Foundation Wealth Management

Foundation Wealth Management holds 44 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 26.1 $33M 359k 92.83
Ishares Tr S&p 500 Val Etf (IVE) 26.1 $33M 175k 190.58
Ishares Tr S&p Mc 400vl Etf (IJJ) 3.6 $4.7M 39k 119.73
Ishares Tr Rus 2000 Grw Etf (IWO) 3.3 $4.2M 16k 255.47
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 3.0 $3.9M 83k 46.81
Ishares Tr Ibonds Dec2026 (IBDR) 2.9 $3.7M 154k 24.21
Ishares Tr Eafe Value Etf (EFV) 2.9 $3.7M 62k 58.94
Ishares Tr Rus 2000 Val Etf (IWN) 2.6 $3.4M 22k 150.97
Apple (AAPL) 2.6 $3.4M 15k 222.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.6 $3.3M 6.2k 532.56
Ishares Tr Ibonds 27 Etf (IBDS) 2.4 $3.0M 125k 24.18
Ishares Tr Msci Emg Mkt Etf (EEM) 2.3 $3.0M 68k 43.70
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.3 $2.9M 117k 25.15
Ishares Tr Eafe Grwth Etf (EFG) 2.0 $2.5M 25k 100.00
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.6 $2.0M 32k 63.53
Ishares Tr S&p Mc 400gr Etf (IJK) 1.3 $1.6M 19k 83.28
Ishares Tr U.s. Real Es Etf (IYR) 1.3 $1.6M 17k 95.75
Ishares Tr Ibds Dec28 Etf (IBDT) 1.2 $1.6M 62k 25.26
Microsoft Corporation (MSFT) 1.1 $1.4M 3.6k 375.43
Ishares Tr U.s. Energy Etf (IYE) 1.0 $1.2M 25k 49.30
Ishares Tr Global Reit Etf (REET) 0.9 $1.2M 50k 24.26
Alphabet Cap Stk Cl A (GOOGL) 0.7 $949k 6.1k 154.62
Costco Wholesale Corporation (COST) 0.5 $694k 734.00 945.56
Walt Disney Company (DIS) 0.5 $591k 6.0k 98.70
Alphabet Cap Stk Cl C (GOOG) 0.4 $570k 3.6k 156.23
JPMorgan Chase & Co. (JPM) 0.4 $491k 2.0k 245.32
Ishares Tr Ibonds Dec 29 (IBDU) 0.3 $436k 19k 23.13
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $433k 6.6k 65.17
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $417k 4.5k 92.78
Palantir Technologies Cl A (PLTR) 0.3 $382k 4.5k 84.40
AutoZone (AZO) 0.3 $381k 100.00 3812.78
Select Sector Spdr Tr Technology (XLK) 0.3 $377k 1.8k 206.46
Ishares Tr Ibonds Dec 2030 (IBDV) 0.3 $353k 16k 21.72
Vanguard Index Fds Growth Etf (VUG) 0.2 $309k 834.00 370.38
Garmin SHS (GRMN) 0.2 $306k 1.4k 217.13
NVIDIA Corporation (NVDA) 0.2 $274k 2.5k 108.36
Ishares Gold Tr Ishares New (IAU) 0.2 $247k 4.2k 58.96
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $241k 2.1k 117.49
Prothena Corp SHS (PRTA) 0.2 $241k 20k 12.38
Ishares Tr North Amern Nat (IGE) 0.2 $239k 5.2k 45.47
Ishares Tr Core Msci Eafe (IEFA) 0.2 $231k 3.0k 75.65
Amazon (AMZN) 0.2 $221k 1.2k 190.28
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $209k 1.7k 125.95
Meta Platforms Cl A (META) 0.2 $203k 352.00 575.59