Foundation Wealth Management

Foundation Wealth Management as of June 30, 2026

Portfolio Holdings for Foundation Wealth Management

Foundation Wealth Management holds 51 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 27.4 $46M 337k 137.53
Ishares Tr S&p 500 Val Etf (IVE) 24.8 $42M 184k 227.06
Ishares Tr S&p Mc 400vl Etf (IJJ) 5.0 $8.4M 57k 147.74
Ishares Tr Rus 2000 Val Etf (IWN) 4.6 $7.8M 35k 221.20
Ishares Tr Rus 2000 Grw Etf (IWO) 4.1 $7.0M 18k 393.89
Ishares Tr Msci Emg Mkt Etf (EEM) 2.3 $3.9M 56k 68.41
Ishares Tr Eafe Sml Cp Etf (SCZ) 2.2 $3.8M 46k 82.27
Apple (AAPL) 2.2 $3.8M 13k 289.36
Ishares Tr Eafe Value Etf (EFV) 2.2 $3.7M 49k 76.55
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 2.2 $3.7M 152k 24.23
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 2.1 $3.6M 109k 33.29
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 2.0 $3.4M 141k 24.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $3.1M 6.1k 500.35
Ishares Tr S&p Mc 400gr Etf (IJK) 1.7 $2.9M 25k 117.51
Ishares Tr Eafe Grwth Etf (EFG) 1.6 $2.7M 22k 124.44
Alphabet Cap Stk Cl A (GOOGL) 1.3 $2.1M 5.9k 357.39
Ishares Tr Ibds Dec28 Etf (IBDT) 1.2 $2.0M 78k 25.25
Ishares Tr U.s. Real Es Etf (IYR) 0.9 $1.6M 15k 102.24
Ishares Tr U.s. Energy Etf (IYE) 0.9 $1.4M 26k 56.60
Micron Technology (MU) 0.7 $1.2M 1.0k 1154.29
Ishares Tr Global Reit Etf (REET) 0.7 $1.1M 42k 27.62
Microsoft Corporation (MSFT) 0.6 $1.0M 2.8k 372.92
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.6 $1.0M 39k 25.95
Alphabet Cap Stk Cl C (GOOG) 0.6 $990k 2.8k 353.43
Ishares Tr Ibonds Dec 2030 (IBDV) 0.5 $880k 40k 21.80
Ishares Tr Ibonds Dec 29 (IBDU) 0.4 $746k 32k 23.16
Ge Vernova (GEV) 0.4 $642k 546.00 1174.86
Aon Shs Cl A (AON) 0.4 $641k 1.9k 331.61
JPMorgan Chase & Co. (JPM) 0.4 $597k 1.8k 327.45
Costco Wholesale Corporation (COST) 0.3 $555k 594.00 935.07
Palantir Technologies Cl A (PLTR) 0.3 $539k 4.6k 116.67
NVIDIA Corporation (NVDA) 0.3 $515k 2.6k 200.12
Walt Disney Company (DIS) 0.3 $478k 5.0k 96.25
Sandisk Corp (SNDK) 0.3 $455k 200.00 2273.73
Ishares Tr Ibonds Dec 2031 (IBDW) 0.3 $427k 21k 20.84
Advanced Micro Devices (AMD) 0.2 $411k 707.00 580.91
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $326k 2.6k 127.81
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $303k 6.6k 45.52
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $290k 2.0k 146.44
Abbvie (ABBV) 0.2 $283k 1.1k 251.60
Ishares Tr Ibonds Dec 2032 (IBDX) 0.2 $268k 11k 25.19
Ishares Tr Core Msci Eafe (IEFA) 0.2 $264k 2.7k 96.59
Garmin SHS (GRMN) 0.2 $263k 1.1k 237.54
Datadog Cl A Com (DDOG) 0.2 $260k 1.0k 260.36
Listed Fds Tr Wahed Ftse Etf (HLAL) 0.1 $242k 3.4k 71.39
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $238k 1.4k 164.60
International Business Machines (IBM) 0.1 $233k 829.00 280.89
AutoZone (AZO) 0.1 $224k 70.00 3195.94
Meta Platforms Cl A (META) 0.1 $216k 382.00 564.19
Vanguard Index Fds Growth Etf (VUG) 0.1 $215k 2.5k 86.14
Prothena Corp SHS (PRTA) 0.1 $188k 19k 9.79