Foundation Wealth Management, Llc Portfolio Stock Holdings
Foundation Wealth Management, Llc disclosed 51 stock positions valued at approximately $169.1 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 30, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 51
- Portfolio Value
- $169.1M
Holdings by Sector
Foundation Wealth Management, Llc Portfolio Holdings in Q2 2026
50 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVW | Other | 27.41% | 336,974 | -1,185 | -0.35% | $46,342,665 |
| ISHARES TR | IVE | Other | 24.76% | 184,393 | +2,226 | +1.22% | $41,868,202 |
| ISHARES TR | IJJ | Other | 4.97% | 56,830 | +3,401 | +6.37% | $8,396,003 |
| ISHARES TR | IWN | Other | 4.63% | 35,378 | -1,594 | -4.31% | $7,825,774 |
| ISHARES TR | IWO | Other | 4.11% | 17,660 | -446 | -2.46% | $6,956,113 |
| ISHARES TR | EEM | Other | 2.28% | 56,362 | -3,521 | -5.88% | $3,855,688 |
| ISHARES TR | SCZ | Other | 2.24% | 46,093 | +9,978 | +27.63% | $3,792,137 |
| APPLE INC | AAPL | Technology | 2.23% | 13,048 | -762 | -5.52% | $3,775,546 |
| ISHARES TR | EFV | Other | 2.21% | 48,810 | -3,943 | -7.47% | $3,736,443 |
| ISHARES TR | IBDR | Other | 2.17% | 151,521 | -1,208 | -0.79% | $3,671,198 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 2.14% | 108,535 | +11,417 | +11.76% | $3,613,261 |
| ISHARES TR | IBDS | Other | 2.02% | 141,313 | +4,555 | +3.33% | $3,422,653 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.82% | 6,138 | -10 | -0.16% | $3,071,151 |
| ISHARES TR | IJK | Other | 1.73% | 24,932 | +417 | +1.70% | $2,929,780 |
| ISHARES TR | EFG | Other | 1.60% | 21,738 | -1,325 | -5.75% | $2,705,024 |
| ALPHABET INC | GOOGL | Communication Services | 1.25% | 5,919 | +233 | +4.10% | $2,115,385 |
| ISHARES TR | IBDT | Other | 1.17% | 78,232 | +2,031 | +2.67% | $1,975,356 |
| ISHARES TR | IYR | Other | 0.92% | 15,201 | -779 | -4.87% | $1,554,101 |
| ISHARES TR | IYE | Other | 0.85% | 25,534 | -1,982 | -7.20% | $1,445,153 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.68% | 1,000 | +1,000 | +100.00% | $1,154,290 |
| ISHARES TR | REET | Other | 0.68% | 41,619 | -6,634 | -13.75% | $1,149,450 |
| MICROSOFT CORP | MSFT | Technology | 0.61% | 2,770 | -63 | -2.22% | $1,033,001 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 0.60% | 38,858 | +12,461 | +47.21% | $1,008,430 |
| ALPHABET INC | GOOG | Communication Services | 0.59% | 2,801 | +257 | +10.10% | $989,951 |
| ISHARES TR | IBDV | Other | 0.52% | 40,341 | +5,635 | +16.24% | $879,452 |
| ISHARES TR | IBDU | Other | 0.44% | 32,213 | +2,199 | +7.33% | $746,023 |
| GE VERNOVA INC | GEV | Utilities | 0.38% | 546 | +546 | +100.00% | $641,475 |
| AON PLC | AON | Financial Services | 0.38% | 1,934 | -717 | -27.05% | $641,329 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.35% | 1,823 | -73 | -3.85% | $596,934 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.33% | 594 | +1 | +0.17% | $555,429 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.32% | 4,620 | +100 | +2.21% | $539,015 |
| NVIDIA CORPORATION | NVDA | Technology | 0.30% | 2,571 | +620 | +31.78% | $514,518 |
| DISNEY WALT CO | DIS | Communication Services | 0.28% | 4,970 | - | - | $478,370 |
| SANDISK CORP | SNDK | Other | 0.27% | 200 | +200 | +100.00% | $454,746 |
| ISHARES TR | IBDW | Other | 0.25% | 20,479 | +2,795 | +15.81% | $426,793 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.24% | 707 | +707 | +100.00% | $410,703 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.19% | 2,552 | -698 | -21.48% | $326,170 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 0.18% | 6,647 | - | - | $302,571 |
| ISHARES TR | IWP | Other | 0.17% | 1,981 | - | - | $290,098 |
| ABBVIE INC | ABBV | Healthcare | 0.17% | 1,124 | +215 | +23.65% | $282,800 |
| ISHARES TR | IBDX | Other | 0.16% | 10,631 | +2,348 | +28.35% | $267,825 |
| ISHARES TR | IEFA | Other | 0.16% | 2,730 | +43 | +1.60% | $263,685 |
| GARMIN LTD | GRMN | Other | 0.16% | 1,108 | - | - | $263,194 |
| DATADOG INC | DDOG | Technology | 0.15% | 1,000 | +1,000 | +100.00% | $260,360 |
| LISTED FDS TR | HLAL | Other | 0.14% | 3,390 | +3,390 | +100.00% | $242,027 |
| ISHARES TR | IWS | Other | 0.14% | 1,443 | -218 | -13.12% | $237,518 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.14% | 829 | -36 | -4.16% | $232,855 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.13% | 70 | - | - | $223,716 |
| META PLATFORMS INC | META | Communication Services | 0.13% | 382 | +382 | +100.00% | $215,522 |
| VANGUARD INDEX FDS | VUG | Other | 0.13% | 2,499 | +1,665 | +199.64% | $215,264 |