Foundation Wealth Management

Foundation Wealth Management as of June 30, 2025

Portfolio Holdings for Foundation Wealth Management

Foundation Wealth Management holds 44 positions in its portfolio as reported in the June 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) 27.9 $40M 364k 110.10
Ishares Tr S&p 500 Val Etf (IVE) 24.2 $35M 178k 195.42
Ishares Tr S&p Mc 400vl Etf (IJJ) 4.2 $6.0M 49k 123.59
Ishares Tr Rus 2000 Grw Etf (IWO) 4.0 $5.7M 20k 285.82
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 3.8 $5.4M 89k 61.21
Ishares Tr Rus 2000 Val Etf (IWN) 3.0 $4.3M 28k 157.76
Ishares Tr Eafe Value Etf (EFV) 2.6 $3.8M 59k 63.48
Ishares Tr Ibonds Dec2026 (IBDR) 2.6 $3.7M 154k 24.25
Apple (AAPL) 2.2 $3.1M 15k 205.16
Ishares Tr Msci Emg Mkt Etf (EEM) 2.2 $3.1M 64k 48.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $3.0M 6.2k 485.75
Ishares Tr Ibonds 27 Etf (IBDS) 2.1 $3.0M 123k 24.27
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.1 $3.0M 117k 25.18
Ishares Tr Eafe Grwth Etf (EFG) 1.9 $2.8M 25k 112.00
Ishares Tr S&p Mc 400gr Etf (IJK) 1.4 $2.0M 22k 90.98
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.4 $2.0M 27k 72.68
Microsoft Corporation (MSFT) 1.3 $1.8M 3.7k 497.48
Ishares Tr Ibds Dec28 Etf (IBDT) 1.1 $1.6M 62k 25.42
Ishares Tr U.s. Real Es Etf (IYR) 1.1 $1.5M 16k 94.76
Ishares Tr U.s. Energy Etf (IYE) 0.9 $1.3M 29k 45.22
Ishares Tr Global Reit Etf (REET) 0.8 $1.2M 49k 24.70
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.1M 6.1k 176.21
Walt Disney Company (DIS) 0.5 $724k 5.8k 124.01
Costco Wholesale Corporation (COST) 0.5 $691k 698.00 990.24
NVIDIA Corporation (NVDA) 0.5 $680k 4.3k 157.97
Alphabet Cap Stk Cl C (GOOG) 0.5 $647k 3.6k 177.42
Palantir Technologies Cl A (PLTR) 0.4 $616k 4.5k 136.32
JPMorgan Chase & Co. (JPM) 0.4 $581k 2.0k 289.94
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.4 $564k 6.6k 84.83
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $490k 4.5k 109.19
Select Sector Spdr Tr Technology (XLK) 0.3 $463k 1.8k 253.19
Ishares Tr Ibonds Dec 29 (IBDU) 0.3 $455k 20k 23.33
Ishares Tr Ibonds Dec 2030 (IBDV) 0.3 $413k 19k 21.98
AutoZone (AZO) 0.3 $371k 100.00 3712.23
Ishares Gold Tr Ishares New (IAU) 0.3 $367k 5.9k 62.36
Vanguard Index Fds Growth Etf (VUG) 0.3 $365k 834.00 437.88
Garmin SHS (GRMN) 0.2 $294k 1.4k 208.72
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $285k 2.1k 138.68
Meta Platforms Cl A (META) 0.2 $276k 374.00 737.70
Ishares Tr Core Msci Eafe (IEFA) 0.2 $259k 3.1k 83.48
Amazon (AMZN) 0.2 $258k 1.2k 219.42
International Business Machines (IBM) 0.2 $234k 793.00 294.60
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $220k 1.7k 132.12
Prothena Corp SHS (PRTA) 0.1 $118k 20k 6.07