Foundation Wealth Management, Llc\Pa Portfolio Holdings

Foundation Wealth Management, Llc\Pa

  • $210 Billion
  • Q1 2025

Foundation Wealth Management, Llc\Pa has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $210 Billion distributed in 88 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 $15.2B, Vanguard Intermediate Term Cor with a value of $13B, Dimensional ETF Tr U S Core Eq with a value of $12.8B, Ishares Core S&P 500 ETF with a value of $11.6B, and Vanguard Specialized Funds Van with a value of $9.63B.

Examining the 13F form we can see an increase of $3.78B in the current position value, from $206B to 210B.

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 $210 Billion
ETFs: $195 Billion
Healthcare: $4.72 Billion
Technology: $2.29 Billion
Financial Services: $1.48 Billion
Energy: $327 Million
Consumer Cyclical: $297 Million
Industrials: $223 Million
Consumer Defensive: $222 Million
Other: $237 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $210 Billion
  • Prior Value $206 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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