Foundation Wealth Management, Llc\Pa Purchases in Q2 2025

Foundation Wealth Management, Llc\Pa

  • $231 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
8.32K
+ 15.01%
$243.75 - $303.93 $2.03M - $2.53M
63.7K $19.4B
DFSV
Dimensional ETF Tr Dimensional

ETFs
50.7K
+ 24.28%
$24.21 - $29.47 $1.23M - $1.49M
259K $7.64B
VCIT
Vanguard Intermediate Term Cor

ETFs
16.1K
+ 10.14%
$79.56 - $82.92 $1.28M - $1.34M
175K $14.5B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
18.9K
+ 7.91%
$23.4 - $29.68 $443K - $561K
258K $7.66B
DUHP
Dimensional ETF Tr Dimensional

ETFs
20.4K
+ 10.29%
$29.36 - $35.56 $600K - $727K
219K $7.79B
DISV
Dimensional ETF Tr Dimensional

ETFs
17.7K
+ 21.69%
$25.93 - $32.91 $459K - $583K
99.4K $3.27B
VEA
Vanguard Ftse Developed Market

ETFs
4.99K
+ 5.64%
$45.65 - $57.01 $228K - $284K
93.3K $5.32B
DIHP
Dimensional ETF Tr Dimensional

ETFs
17.8K
+ 16.72%
$24.32 - $29.74 $434K - $531K
125K $3.67B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.86K
+ 6.07%
$77.94 - $79.5 $535K - $545K
120K $9.53B
AVUV
American Centy ETF Tr Avantis

ETFs
6.17K
New
$75.17 - $91.21 $464K - $563K
6.17K $562M
SPY
Spdr S&P 500 ETF Trust

ETFs
700
+ 125.0%
$496.48 - $617.85 $348K - $432K
1.26K $778M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.2K
+ 116.18%
$19.1 - $23.83 $309K - $386K
30.1K $718M
CEG
Constellation Energy Corp

Utilities
847
New
$170.96 - $322.76 $145K - $273K
847 $273M
PG
Procter & Gamble CO

Consumer Defensive
1.78K
+ 136.79%
$157.66 - $172.39 $281K - $307K
3.08K $491M
META
Meta Platforms, Inc.

Communication Services
349
New
$484.66 - $738.09 $169K - $258K
349 $258M
IWB
Ishares Tr Russell 1000 ETF

ETFs
80
+ 1.16%
$272.36 - $339.57 $21.8K - $27.2K
6.98K $2.37B
SCHR
Schwab Intermediate Term Us Tr

ETFs
6.96K
+ 2.72%
$24.54 - $25.07 $171K - $174K
263K $6.58B
AVGO
Broadcom Inc.

Technology
761
New
$146.29 - $275.65 $111K - $210K
761 $210M
GOOGL
Alphabet Inc.

Communication Services
1.17K
New
$144.7 - $178.6 $169K - $208K
1.17K $205M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.31K
New
$72.61 - $88.75 $168K - $205K
2.31K $205M
DFSU
Dimensional ETF Tr Dimen Us Su
18
+ 0.03%
N/A
59.3K $2.33B
MUB
Ishares National Muni Bond ETF

ETFs
1.95K
New
$102.31 - $105.8 $200K - $207K
1.95K $204M
NVDA
Nvidia Corp

Technology
102
+ 2.87%
$94.31 - $157.99 $9.62K - $16.1K
3.65K $577M
MSFT
Microsoft Corp

Technology
20
+ 1.59%
$354.56 - $497.45 $7.09K - $9.95K
1.28K $635M
DFIV
Dimensional ETF Tr

ETFs
1.38K
+ 5.12%
$34.67 - $43.21 $47.7K - $59.4K
28.2K $1.21B
IWD
Ishares Russell 1000 Val ETF

ETFs
157
+ 0.83%
$166.82 - $194.23 $26.2K - $30.5K
19.1K $3.71B
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.48%
$210.28 - $289.91 $1.89K - $2.61K
1.87K $542M
DFSI
Dimensional ETF Tr Dimen Intl
73
+ 0.53%
N/A
13.8K $543M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
17
+ 0.03%
$36.25 - $42.28 $616 - $719
56.9K $2.41B
DFAE
Dimensional ETF Tr

ETFs
334
+ 3.91%
$22.87 - $28.95 $7.64K - $9.67K
8.87K $257M
DFSE
Dimensional ETF Tr Dimen Emrgn
37
+ 0.59%
N/A
6.31K $240M
BX
Blackstone Inc.

Financial Services
2
+ 0.14%
$120.07 - $151.11 $240 - $302
1.45K $217M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4
+ 0.12%
$96.84 - $99.46 $387 - $398
3.33K $330M
MRK
Merck & Co., Inc.

Healthcare
393
+ 7.33%
$73.47 - $87.12 $28.9K - $34.2K
5.75K $455M
XOM
Exxon Mobil Corp

Energy
1
+ 0.04%
$99.93 - $119.04 $99.9 - $119
2.75K $296M
AAPL
Apple Inc.

Technology
279
+ 5.24%
$172.42 - $223.89 $48.1K - $62.5K
5.61K $1.15B
JNJ
Johnson & Johnson

Healthcare
1
+ 0.03%
$146.36 - $159.82 $146 - $160
2.98K $456M
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 0.08%
$310.86 - $348.77 $622 - $698
2.39K $764M
AZN
Astrazeneca PLC

Healthcare
35
+ 0.09%
$64.87 - $75.0 $2.27K - $2.63K
38.4K $2.68B
UNH
Unitedhealth Group Inc

Healthcare
32
+ 1.81%
$274.35 - $599.47 $8.78K - $19.2K
1.8K $561M
Activity Summary
Buys All Purchases 41 New Holdings 8 Increased Positions 33 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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