Foundation Wealth Management, Llc\Pa Portfolio Holdings

Foundation Wealth Management, Llc\Pa

  • $231 Billion
  • Q2 2025

Foundation Wealth Management, Llc\Pa has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $231 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 $19.4B, Vanguard Intermediate Term Cor with a value of $14.5B, Ishares Core S&P 500 ETF with a value of $12.8B, Dimensional ETF Tr U S Core Eq with a value of $12.5B, and Vanguard Sht Term Corp Bd ETF with a value of $9.53B.

Examining the 13F form we can see an increase of $21.1B in the current position value, from $210B to 231B.

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 $231 Billion
ETFs: $215 Billion
Healthcare: $4.16 Billion
Technology: $2.84 Billion
Financial Services: $1.52 Billion
Consumer Defensive: $491 Million
Communication Services: $463 Million
Consumer Cyclical: $341 Million
Energy: $296 Million
Other: $627 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.4 Billion 8.37% of portfolio
63,693
Q2 2025 Added 15.01%
$0
$14.5 Billion 6.29% of portfolio
175,346
Q2 2025 Added 10.14%
$0
$12.8 Billion 5.55% of portfolio
20,657
Q2 2025 Reduced 0.15%
$0
$12.5 Billion 5.4% of portfolio
348,025
Q2 2025 Reduced 10.13%
$0
$9.53 Billion 4.12% of portfolio
119,867
Q2 2025 Added 6.07%
$0
$9.27 Billion 4.01% of portfolio
104,066
Q2 2025 Reduced 2.19%
$0
$8.16 Billion 3.53% of portfolio
103,739
Q2 2025 Reduced 0.75%
$0
$7.79 Billion 3.37% of portfolio
218,954
Q2 2025 Added 10.29%
$0
$7.66 Billion 3.31% of portfolio
258,032
Q2 2025 Added 7.91%
$0
$7.64 Billion 3.3% of portfolio
259,470
Q2 2025 Added 24.28%
$0
$7.26 Billion 3.14% of portfolio
81,198
Q2 2025 Reduced 0.78%
$0
$6.63 Billion 2.87% of portfolio
131,945
Q2 2025 Reduced 0.11%
$0
$6.58 Billion 2.85% of portfolio
262,825
Q2 2025 Added 2.72%
$0
$5.62 Billion 2.43% of portfolio
13,237
Q2 2025 Reduced 0.15%
$0
$5.32 Billion 2.3% of portfolio
93,338
Q2 2025 Added 5.64%
$0
$4.43 Billion 1.92% of portfolio
142,481
Q2 2025 Reduced 8.72%
$0
$3.71 Billion 1.6% of portfolio
19,092
Q2 2025 Added 0.83%
$0
$3.67 Billion 1.59% of portfolio
124,502
Q2 2025 Added 16.72%
$0
$3.64 Billion 1.58% of portfolio
23,087
Q1 2025 Reduced 2.54%
$0
$3.51 Billion 1.52% of portfolio
48,344
Q2 2025 Reduced 1.21%
$0
$3.28 Billion 1.42% of portfolio
9,341
Q2 2025 Reduced 1.09%
$0
$3.27 Billion 1.42% of portfolio
99,425
Q2 2025 Added 21.69%
$0
$3.16 Billion 1.37% of portfolio
23,535
Q2 2025 Reduced 3.04%
$0
$2.79 Billion 1.21% of portfolio
58,203
Q1 2025 Reduced 15.19%
$0
$2.75 Billion 1.19% of portfolio
55,500
Q2 2025 Reduced 3.62%
$233B
$2.68 Billion 1.16% of portfolio
38,411
Q2 2025 Added 0.09%
$0
$2.54 Billion 1.1% of portfolio
23,209
Q2 2025 Reduced 7.01%
$0
$2.45 Billion 1.06% of portfolio
8,580
Q2 2025 Reduced 0.27%
$0
$2.41 Billion 1.04% of portfolio
56,948
Q2 2025 Added 0.03%
$0
$2.37 Billion 1.03% of portfolio
6,979
Q2 2025 Added 1.16%
-
$2.33 Billion 1.01% of portfolio
-
Q2 2025 Added 0.03%
$0
$2.27 Billion 0.98% of portfolio
10,502
Q2 2025 Reduced 0.29%
$0
$2.25 Billion 0.97% of portfolio
28,249
Q2 2025 Reduced 12.05%
$0
$2.24 Billion 0.97% of portfolio
42,850
Q2 2025 Reduced 2.08%
$0
$1.72 Billion 0.74% of portfolio
15,614
Q2 2025 Reduced 6.7%
$0
$1.49 Billion 0.64% of portfolio
23,408
Q2 2025 Reduced 7.46%
$0
$1.42 Billion 0.62% of portfolio
26,388
Q2 2025 Reduced 5.06%
$0
$1.21 Billion 0.52% of portfolio
28,244
Q2 2025 Added 5.12%
$3.69T
$1.15 Billion 0.5% of portfolio
5,606
Q2 2025 Added 5.24%
$0
$1.08 Billion 0.47% of portfolio
35,944
Q2 2025 Reduced 19.92%
$0
$1.01 Billion 0.43% of portfolio
34,220
Q2 2025 Reduced 2.1%
Dimensional ETF Trust
-
$920 Million 0.4% of portfolio
-
Q2 2025 Reduced 6.89%
$0
$841 Million 0.36% of portfolio
4,757
Q2 2025 Reduced 0.67%
$0
$778 Million 0.34% of portfolio
1,260
Q2 2025 Added 125.0%
$0
$758 Million 0.33% of portfolio
5,465
Q4 2024 New
$61.1B
$764 Million 0.33% of portfolio
2,386
Q2 2025 Added 0.08%
$0
$718 Million 0.31% of portfolio
30,144
Q2 2025 Added 116.18%
$0
$692 Million 0.3% of portfolio
28,299
Q4 2024 New
$3.95T
$635 Million 0.27% of portfolio
1,276
Q2 2025 Added 1.59%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $231 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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