Foundation Wealth Management

Foundation Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Foundation Wealth Management

Foundation Wealth Management holds 43 positions in its portfolio as reported in the December 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) 27.3 $42M 336k 123.38
Ishares Tr S&p 500 Val Etf (IVE) 25.4 $39M 182k 212.45
Ishares Tr Rus 2000 Val Etf (IWN) 4.5 $6.8M 37k 181.43
Ishares Tr S&p Mc 400vl Etf (IJJ) 4.1 $6.3M 48k 131.67
Ishares Tr Rus 2000 Grw Etf (IWO) 3.9 $6.0M 18k 323.79
Apple (AAPL) 2.6 $4.0M 15k 271.91
Ishares Tr Eafe Value Etf (EFV) 2.5 $3.9M 54k 71.44
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 2.5 $3.8M 76k 49.77
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 2.5 $3.7M 154k 24.24
Ishares Tr Msci Emg Mkt Etf (EEM) 2.2 $3.4M 62k 54.73
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 2.2 $3.3M 135k 24.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $3.1M 6.1k 503.28
Ishares Tr Eafe Grwth Etf (EFG) 1.7 $2.6M 23k 114.03
Ishares Tr S&p Mc 400gr Etf (IJK) 1.4 $2.2M 23k 96.98
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.3 $2.0M 25k 77.57
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.8M 5.9k 313.05
Ishares Tr Ibds Dec28 Etf (IBDT) 1.2 $1.8M 72k 25.46
Microsoft Corporation (MSFT) 1.1 $1.6M 3.4k 484.13
Ishares Tr U.s. Real Es Etf (IYR) 1.0 $1.5M 16k 94.04
Ishares Tr U.s. Energy Etf (IYE) 0.9 $1.3M 28k 47.57
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.9 $1.3M 34k 38.75
Ishares Tr Global Reit Etf (REET) 0.8 $1.2M 48k 24.97
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.0M 3.2k 313.95
Aon Shs Cl A (AON) 0.6 $933k 2.6k 352.96
Palantir Technologies Cl A (PLTR) 0.5 $803k 4.5k 177.75
Ishares Tr Ibonds Dec 29 (IBDU) 0.4 $653k 28k 23.42
Ishares Tr Ibonds Dec 2030 (IBDV) 0.4 $645k 29k 22.08
JPMorgan Chase & Co. (JPM) 0.4 $639k 2.0k 322.63
Costco Wholesale Corporation (COST) 0.4 $598k 691.00 865.72
NVIDIA Corporation (NVDA) 0.4 $565k 3.0k 186.70
Walt Disney Company (DIS) 0.4 $565k 5.0k 113.81
Ishares Gold Tr Ishares New (IAU) 0.3 $477k 5.9k 81.18
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $454k 6.6k 68.36
Vanguard Index Fds Growth Etf (VUG) 0.3 $406k 832.00 488.45
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $396k 3.3k 121.75
AutoZone (AZO) 0.2 $339k 100.00 3391.50
Ishares Tr Ibonds Dec 2031 (IBDW) 0.2 $302k 14k 21.16
Garmin SHS (GRMN) 0.2 $286k 1.4k 202.85
International Business Machines (IBM) 0.2 $273k 919.00 296.70
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $271k 2.0k 136.97
Ishares Tr Core Msci Eafe (IEFA) 0.2 $240k 2.7k 89.49
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $234k 1.7k 141.20
Abbvie (ABBV) 0.1 $208k 909.00 228.63