Foundation Wealth Management, LLC
CIK: 0001966351SEC EDGAR →
Portfolio Value
$151.9B
Holdings
43
As of
Q4 2025
New Positions
43
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 336,363 | $41.5B | 27.31% |
| 2 | ISHARES TR | 181,515 | $38.6B | 25.38% |
| 3 | ISHARES TR | 37,323 | $6.8B | 4.46% |
| 4 | ISHARES TR | 47,753 | $6.3B | 4.14% |
| 5 | ISHARES TR | 18,438 | $6.0B | 3.93% |
| 6 | APPLE INC | 14,670 | $4.0B | 2.62% |
| 7 | ISHARES TR | 54,222 | $3.9B | 2.55% |
| 8 | ISHARES BITCOIN TRUST ETF | 75,629 | $3.8B | 2.48% |
| 9 | ISHARES TR | 154,048 | $3.7B | 2.46% |
| 10 | ISHARES TR | 61,649 | $3.4B | 2.22% |
Quarterly Changes
New Positions (43)
$41.5B · 336K shares
$38.6B · 182K shares
$6.8B · 37K shares
$6.3B · 48K shares
$6.0B · 18K shares
$4.0B · 15K shares
$3.9B · 54K shares
$3.8B · 76K shares
$3.7B · 154K shares
$3.4B · 62K shares
$3.3B · 135K shares
$3.1B · 6K shares
$2.6B · 23K shares
$2.2B · 23K shares
$2.0B · 25K shares
$1.8B · 6K shares
$1.8B · 72K shares
$1.6B · 3K shares
$1.5B · 16K shares
$1.3B · 28K shares
$1.3B · 34K shares
$1.2B · 48K shares
$1.0B · 3K shares
$933.0M · 3K shares
$803.0M · 5K shares
$653.0M · 28K shares
$645.0M · 29K shares
$638.0M · 2K shares
$598.0M · 691 shares
$565.0M · 3K shares
$564.0M · 5K shares
$477.0M · 6K shares
$454.0M · 7K shares
$406.0M · 832 shares
$395.0M · 3K shares
$339.0M · 100 shares
$302.0M · 14K shares
$285.0M · 1K shares
$272.0M · 919 shares
$271.0M · 2K shares
$240.0M · 3K shares
$234.0M · 2K shares
$207.0M · 909 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $134.3B | 88.4% |
| Technology | 8 | $9.3B | 6.1% |
| Unknown | 3 | $3.8B | 2.5% |
| Communication Services | 3 | $3.4B | 2.3% |
| Consumer Defensive | 1 | $598.0M | 0.4% |
| Consumer Cyclical | 1 | $339.0M | 0.2% |
| Healthcare | 1 | $207.0M | 0.1% |