Foundation Wealth Management, Llc\Pa Portfolio Holdings

Foundation Wealth Management, Llc\Pa

  • $206 Billion
  • Q4 2024

Foundation Wealth Management, Llc\Pa has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $206 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $15.1B, Vanguard Total Stock Market Et with a value of $13.9B, Ishares Core S&P 500 ETF with a value of $12.6B, Vanguard Intermediate Term Cor with a value of $11B, and Vanguard Specialized Funds Van with a value of $9.75B.

Examining the 13F form we can see an increase of $206B in the current position value.

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 $206 Billion
ETFs: $191 Billion
Healthcare: $4.28 Billion
Technology: $2.27 Billion
Financial Services: $1.36 Billion
Communication Services: $453 Million
Industrials: $447 Million
Energy: $295 Million
Consumer Cyclical: $285 Million
Other: $22.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.1 Billion 7.32% of portfolio
436,370
Q4 2024 New
$0
$13.9 Billion 6.76% of portfolio
48,094
Q4 2024 New
$0
$12.6 Billion 6.13% of portfolio
21,481
Q4 2024 New
$0
$11 Billion 5.33% of portfolio
136,959
Q4 2024 New
$0
$9.75 Billion 4.72% of portfolio
109,404
Q4 2024 New
$0
$8.15 Billion 3.95% of portfolio
105,517
Q4 2024 New
$0
$6.86 Billion 3.32% of portfolio
87,880
Q4 2024 New
$0
$6.78 Billion 3.28% of portfolio
139,957
Q4 2024 New
$0
$6.4 Billion 3.1% of portfolio
84,653
Q4 2024 New
$0
$6.23 Billion 3.02% of portfolio
184,344
Q4 2024 New
$0
$5.91 Billion 2.87% of portfolio
225,804
Q4 2024 New
$0
$5.7 Billion 2.76% of portfolio
234,578
Q4 2024 New
$0
$5.4 Billion 2.62% of portfolio
13,445
Q4 2024 New
$0
$5.22 Billion 2.53% of portfolio
169,451
Q4 2024 New
$0
$4.31 Billion 2.09% of portfolio
166,669
Q4 2024 New
$0
$3.89 Billion 1.88% of portfolio
23,688
Q4 2024 New
$0
$3.57 Billion 1.73% of portfolio
19,308
Q4 2024 New
$0
$3.22 Billion 1.56% of portfolio
68,631
Q4 2024 New
$0
$3.16 Billion 1.53% of portfolio
9,444
Q4 2024 New
$0
$3.16 Billion 1.53% of portfolio
66,024
Q4 2024 New
$0
$3.02 Billion 1.46% of portfolio
49,713
Q4 2024 New
$0
$2.89 Billion 1.4% of portfolio
25,112
Q4 2024 New
$0
$2.83 Billion 1.37% of portfolio
32,429
Q4 2024 New
$0
$2.69 Billion 1.3% of portfolio
23,500
Q4 2024 New
$0
$2.64 Billion 1.28% of portfolio
9,185
Q4 2024 New
$0
$2.57 Billion 1.25% of portfolio
58,345
Q4 2024 New
$225B
$2.51 Billion 1.22% of portfolio
38,376
Q4 2024 New
$0
$2.46 Billion 1.19% of portfolio
97,340
Q4 2024 New
$0
$2.35 Billion 1.14% of portfolio
57,314
Q4 2024 New
$0
$2.33 Billion 1.13% of portfolio
10,533
Q4 2024 New
-
$2.25 Billion 1.09% of portfolio
-
Q4 2024 New
$0
$2.22 Billion 1.08% of portfolio
6,899
Q4 2024 New
$0
$2.15 Billion 1.04% of portfolio
42,082
Q4 2024 New
$0
$1.99 Billion 0.97% of portfolio
75,073
Q4 2024 New
$0
$1.86 Billion 0.9% of portfolio
17,471
Q4 2024 New
$0
$1.33 Billion 0.65% of portfolio
25,429
Q4 2024 New
$0
$1.32 Billion 0.64% of portfolio
23,726
Q4 2024 New
$3.74T
$1.21 Billion 0.59% of portfolio
4,840
Q4 2024 New
$0
$1.19 Billion 0.58% of portfolio
45,403
Q4 2024 New
Dimensional ETF Trust
-
$1.1 Billion 0.53% of portfolio
-
Q4 2024 New
$0
$962 Million 0.47% of portfolio
27,109
Q4 2024 New
$0
$908 Million 0.44% of portfolio
18,507
Q4 2024 New
$0
$867 Million 0.42% of portfolio
34,880
Q4 2024 New
$499B
$835 Million 0.4% of portfolio
1,651
Q4 2024 New
$0
$811 Million 0.39% of portfolio
4,789
Q4 2024 New
$67.7B
$721 Million 0.35% of portfolio
2,540
Q4 2024 New
$0
$693 Million 0.34% of portfolio
5,465
Q4 2024 New
$0
$656 Million 0.32% of portfolio
28,299
Q4 2024 New
$0
$594 Million 0.29% of portfolio
3,114
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $206 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 89 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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