Foundation Wealth Management

Foundation Wealth Management as of March 31, 2026

Portfolio Holdings for Foundation Wealth Management

Foundation Wealth Management holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Val Etf (IVE) 26.0 $39M 182k 211.15
Ishares Tr S&p 500 Grwt Etf (IVW) 25.8 $38M 338k 113.11
Ishares Tr S&p Mc 400vl Etf (IJJ) 4.8 $7.1M 53k 132.50
Ishares Tr Rus 2000 Val Etf (IWN) 4.7 $7.0M 37k 189.59
Ishares Tr Rus 2000 Grw Etf (IWO) 3.8 $5.7M 18k 313.78
Ishares Tr Eafe Value Etf (EFV) 2.6 $3.9M 53k 74.35
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 2.5 $3.7M 97k 38.42
Ishares Tr Ibonds Dec2026 (IBDR) 2.5 $3.7M 153k 24.24
Apple (AAPL) 2.4 $3.5M 14k 253.80
Ishares Tr Msci Emg Mkt Etf (EEM) 2.3 $3.4M 60k 56.79
Ishares Tr Ibonds 27 Etf (IBDS) 2.2 $3.3M 137k 24.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $2.9M 6.1k 479.18
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.9 $2.8M 36k 78.41
Ishares Tr Eafe Grwth Etf (EFG) 1.7 $2.6M 23k 111.38
Ishares Tr S&p Mc 400gr Etf (IJK) 1.7 $2.5M 25k 100.63
Ishares Tr Ibds Dec28 Etf (IBDT) 1.3 $1.9M 76k 25.33
Ishares Tr U.s. Energy Etf (IYE) 1.2 $1.8M 28k 64.78
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.6M 5.7k 287.53
Ishares Tr U.s. Real Es Etf (IYR) 1.0 $1.5M 16k 94.55
Ishares Tr Global Reit Etf (REET) 0.8 $1.2M 48k 25.15
Microsoft Corporation (MSFT) 0.7 $1.0M 2.8k 370.09
Aon Shs Cl A (AON) 0.6 $856k 2.7k 322.74
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.5 $792k 26k 29.99
Ishares Tr Ibonds Dec 2030 (IBDV) 0.5 $760k 35k 21.89
Alphabet Cap Stk Cl C (GOOG) 0.5 $730k 2.5k 286.85
Ishares Tr Ibonds Dec 29 (IBDU) 0.5 $698k 30k 23.26
Palantir Technologies Cl A (PLTR) 0.4 $661k 4.5k 146.28
Costco Wholesale Corporation (COST) 0.4 $591k 593.00 996.96
JPMorgan Chase & Co. (JPM) 0.4 $558k 1.9k 294.11
Walt Disney Company (DIS) 0.3 $479k 5.0k 96.38
Ishares Tr Ibonds Dec 2031 (IBDW) 0.3 $370k 18k 20.93
Vanguard Index Fds Growth Etf (VUG) 0.2 $364k 834.00 436.27
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $357k 3.3k 109.69
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $351k 6.6k 52.76
NVIDIA Corporation (NVDA) 0.2 $340k 2.0k 174.41
Ishares Gold Tr Ishares New (IAU) 0.2 $286k 3.2k 88.15
Garmin SHS (GRMN) 0.2 $257k 1.1k 232.01
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $254k 2.0k 128.15
Ishares Tr Core Msci Eafe (IEFA) 0.2 $243k 2.7k 90.53
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $242k 1.7k 145.72
AutoZone (AZO) 0.2 $236k 70.00 3377.79
Ishares Tr Ibonds Dec 2032 (IBDX) 0.1 $209k 8.3k 25.27
International Business Machines (IBM) 0.1 $209k 865.00 241.98
Prothena Corp SHS (PRTA) 0.1 $187k 19k 9.72