Foundation Wealth Management, Llc\Pa Portfolio Holdings

Foundation Wealth Management, Llc\Pa

  • $258 Billion
  • Q3 2025

Foundation Wealth Management, Llc\Pa has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $258 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $25.6B, Vanguard Intermediate Term Cor with a value of $20.9B, Ishares Core S&P 500 ETF with a value of $13.6B, Vanguard Sht Term Corp Bd ETF with a value of $13.3B, and Dimensional ETF Tr U S Core Eq with a value of $12.6B.

Examining the 13F form we can see an increase of $27B in the current position value, from $231B to 258B.

Foundation Wealth Management, Llc\Pa is based out at Media, PA

Below you can find more details about Foundation Wealth Management, Llc\Pa portfolio as well as his latest detailed transactions.

Portfolio value $258 Billion
ETFs: $240 Billion
Healthcare: $4.61 Billion
Technology: $3.26 Billion
Financial Services: $1.53 Billion
Communication Services: $496 Million
Consumer Defensive: $474 Million
Industrials: $456 Million
Consumer Cyclical: $342 Million
Other: $716 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.4B
$719 Million 0.28% of portfolio
2,320
Q3 2025 Reduced 2.77%
$111B
$279 Million 0.11% of portfolio
847
Q2 2025 New
$98.1B
$248 Million 0.1% of portfolio
1,452
Q2 2025 Added 0.14%
$139B
$251 Million 0.1% of portfolio
761
Q2 2025 New
$74.9B
$234 Million 0.09% of portfolio
898
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $258 Billion
  • Prior Value $231 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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