Foundation Wealth Management, Llc\Pa Reduced Holdings in Q3 2025

Foundation Wealth Management, Llc\Pa

  • $258 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-32.1K
- 30.86%
$88.47 - $93.24 $2.84M - $2.99M
72K $6.58B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-49.4K
- 37.4%
$49.78 - $50.75 $2.46M - $2.5M
82.6K $4.18B
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.97K
- 31.82%
$109.11 - $111.88 $542K - $556K
10.6K $1.18B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-22.9K
- 16.08%
$30.76 - $33.01 $705K - $756K
120K $3.92B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-8.66K
- 17.91%
$72.04 - $77.35 $624K - $670K
39.7K $3.04B
BNDX
Vanguard Total International B

ETFs
-7.95K
- 65.35%
$49.0 - $49.51 $390K - $394K
4.22K $208M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.72K
- 4.55%
$78.11 - $79.07 $368K - $373K
99K $7.81B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-3.21K
- 13.65%
$133.48 - $144.38 $429K - $464K
20.3K $2.9B
Dimensional ETF Trust
-6.21K
- 18.1%
N/A
28.1K $767M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-5.98K
- 16.64%
$29.97 - $32.38 $179K - $194K
30K $956M
IAU
Ishares Gold Trust

ETFs
-1.33K
- 32.03%
$61.62 - $72.77 $81.6K - $96.4K
2.81K $205M
AJG
Arthur J. Gallagher & Co.

Financial Services
-66
- 2.77%
$284.17 - $319.49 $18.8K - $21.1K
2.32K $719M
SUB
Ishares Short Term National Mu

ETFs
-418
- 17.66%
$106.17 - $107.3 $44.4K - $44.9K
1.95K $208M
IWP
Ishares Russell Mid Cap Growth

ETFs
-448
- 8.2%
$137.51 - $145.26 $61.6K - $65.1K
5.02K $714M
Dimensional ETF Trust
-1.36K
- 8.32%
N/A
14.9K $491M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.97K
- 10.53%
$79.39 - $90.39 $236K - $269K
25.3K $2.24B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-470
- 0.81%
$47.86 - $48.43 $22.5K - $22.8K
57.7K $2.78B
SPY
Spdr S&P 500 ETF Trust

ETFs
-97
- 7.7%
$617.65 - $666.84 $59.9K - $64.7K
1.16K $775M
IWS
Ishares Russell Midcap Value E

ETFs
-110
- 5.94%
$132.83 - $140.61 $14.6K - $15.5K
1.74K $243M
VTV
Vanguard Value ETF

ETFs
-248
- 5.21%
$175.51 - $186.57 $43.5K - $46.3K
4.51K $841M
VOE
Vanguard Mid Cap Value Index F

ETFs
-68
- 4.27%
$164.63 - $174.58 $11.2K - $11.9K
1.52K $266M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.75K
- 7.55%
$108.46 - $120.63 $190K - $211K
21.5K $2.55B
JPM
Jpmorgan Chase & CO

Financial Services
-92
- 4.92%
$282.78 - $316.06 $26K - $29.1K
1.78K $561M
MRK
Merck & Co., Inc.

Healthcare
-15
- 0.26%
$77.6 - $87.37 $1.16K - $1.31K
5.74K $482M
GOOGL
Alphabet Inc.

Communication Services
-180
- 15.45%
$174.36 - $254.72 $31.4K - $45.8K
985 $240M
DFAX
Dimensional ETF Tr
-593
- 1.73%
$29.25 - $31.56 $17.3K - $18.7K
33.6K $1.06B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.86K
- 3.26%
$41.91 - $44.87 $77.7K - $83.2K
55.1K $2.46B
DFAT
Dimensional ETF Tr U S Target

ETFs
-709
- 2.69%
$53.36 - $59.69 $37.8K - $42.3K
25.7K $1.49B
EFV
Msci Eafe Value ETF

ETFs
-436
- 1.86%
$62.79 - $68.42 $27.4K - $29.8K
23K $1.56B
IWM
Ishares Russell 2000 ETF

ETFs
-834
- 7.94%
$214.92 - $244.84 $179K - $204K
9.67K $2.34B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-22K
- 6.34%
$36.04 - $38.78 $795K - $855K
326K $12.6B
IWN
Ishares Russell2000 Val ETF

ETFs
-1.83K
- 7.94%
$157.1 - $178.94 $288K - $328K
21.3K $3.76B
IWD
Ishares Russell 1000 Val ETF

ETFs
-281
- 1.47%
$192.76 - $203.86 $54.2K - $57.3K
18.8K $3.83B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-451
- 5.26%
$284.45 - $324.95 $128K - $147K
8.13K $2.6B
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.47K
- 2.39%
$66.38 - $71.68 $97.8K - $106K
60.2K $4.3B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.47K
- 1.82%
$87.29 - $93.61 $129K - $138K
79.7K $7.44B
IWV
Ishares Russell 3000 ETF

ETFs
-55
- 0.59%
$351.04 - $379.81 $19.3K - $20.9K
9.29K $3.52B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-302
- 0.54%
$49.43 - $54.52 $14.9K - $16.5K
55.2K $2.99B
AAPL
Apple Inc.

Technology
-96
- 1.71%
$202.38 - $256.87 $19.4K - $24.7K
5.51K $1.4B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-82
- 0.62%
$420.11 - $472.68 $34.4K - $38.8K
13.2K $6.16B
IVV
Ishares Core S&P 500 ETF

ETFs
-296
- 1.43%
$620.67 - $670.08 $184K - $198K
20.4K $13.6B
Activity Summary
Buys All Purchases 21 New Holdings 1 Increased Positions 20 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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