Foundation Wealth Management

Foundation Wealth Management as of Sept. 30, 2026

Portfolio Holdings for Foundation Wealth Management

Foundation Wealth Management holds 62 positions in its portfolio as reported in the September 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) 25.7 $48M 336k 142.26
Ishares Tr S&p 500 Val Etf (IVE) 23.0 $43M 187k 228.28
Procter & Gamble Company (PG) 4.4 $8.1M 56k 145.28
Ishares Tr S&p Mc 400vl Etf (IJJ) 4.1 $7.6M 55k 137.72
Ishares Tr Rus 2000 Val Etf (IWN) 3.9 $7.2M 35k 209.45
Ishares Tr Rus 2000 Grw Etf (IWO) 3.2 $5.9M 17k 356.87
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 2.9 $5.4M 113k 47.34
Apple (AAPL) 2.5 $4.6M 14k 333.04
Ishares Tr Eafe Value Etf (EFV) 2.0 $3.7M 47k 79.14
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 1.9 $3.6M 149k 24.24
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 1.8 $3.4M 141k 24.12
Ishares Tr Msci Emg Mkt Etf (EEM) 1.8 $3.4M 51k 66.79
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.8 $3.4M 40k 84.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $3.1M 6.2k 497.93
Ishares Tr S&p Mc 400gr Etf (IJK) 1.5 $2.8M 25k 109.62
Ishares Tr Eafe Grwth Etf (EFG) 1.4 $2.6M 21k 119.85
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 1.3 $2.4M 64k 36.95
Alphabet Cap Stk Cl A (GOOGL) 1.2 $2.2M 6.4k 344.14
Microsoft Corporation (MSFT) 1.2 $2.2M 4.3k 512.85
Ishares Tr Ibds Dec28 Etf (IBDT) 1.1 $2.0M 79k 24.96
Texas Instruments Incorporated (TXN) 0.9 $1.6M 5.8k 280.06
Ishares Tr U.s. Energy Etf (IYE) 0.9 $1.6M 25k 64.81
Ishares Tr U.s. Real Es Etf (IYR) 0.8 $1.4M 15k 95.04
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M 3.4k 340.78
Ishares Tr Global Reit Etf (REET) 0.6 $1.1M 42k 25.78
NVIDIA Corporation (NVDA) 0.5 $1.0M 4.4k 228.44
Ishares Tr Ibonds Dec 2030 (IBDV) 0.5 $889k 42k 21.14
Palantir Technologies Cl A (PLTR) 0.5 $864k 4.6k 187.05
Ishares Tr Ibonds Dec 29 (IBDU) 0.4 $792k 35k 22.69
JPMorgan Chase & Co. (JPM) 0.4 $704k 2.1k 331.06
Advanced Micro Devices (AMD) 0.4 $695k 1.1k 611.76
Amazon (AMZN) 0.3 $589k 2.4k 249.19
Ishares Tr Ibonds Dec 2031 (IBDW) 0.3 $563k 28k 20.06
Costco Wholesale Corporation (COST) 0.3 $557k 612.00 910.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $551k 17k 32.53
International Business Machines (IBM) 0.3 $490k 2.2k 219.86
Micron Technology (MU) 0.2 $445k 418.00 1065.11
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $429k 6.6k 64.59
Ishares Gold Tr Ishares New (IAU) 0.2 $389k 5.0k 78.10
Broadcom (AVGO) 0.2 $388k 1.1k 351.07
Abbvie (ABBV) 0.2 $348k 1.3k 261.69
Ishares Tr Ibonds Dec 2032 (IBDX) 0.2 $345k 14k 24.07
Walt Disney Company (DIS) 0.2 $326k 3.1k 104.88
Garmin SHS (GRMN) 0.2 $318k 1.1k 286.84
Palo Alto Networks (PANW) 0.2 $312k 785.00 397.29
Eli Lilly & Co. (LLY) 0.2 $292k 252.00 1157.16
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $289k 9.2k 31.47
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $287k 628.00 456.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $286k 9.5k 30.00
Johnson & Johnson (JNJ) 0.1 $278k 1.1k 264.93
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $273k 2.0k 137.71
Oracle Corporation (ORCL) 0.1 $266k 1.9k 137.32
Ge Aerospace Com New (GE) 0.1 $257k 824.00 312.29
Listed Fds Tr Wahed Ftse Etf (HLAL) 0.1 $254k 3.4k 74.80
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $253k 2.0k 128.93
Aon Shs Cl A (AON) 0.1 $240k 868.00 276.70
Meta Platforms Cl A (META) 0.1 $233k 321.00 724.39
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $232k 1.4k 160.74
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.1 $225k 2.5k 90.11
Comcast Corp Cl A (CMCSA) 0.1 $216k 9.9k 21.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $206k 7.5k 27.47
Prothena Corp SHS (PRTA) 0.1 $161k 19k 8.38