Foundation Wealth Management, Llc\Pa Portfolio Holdings by Sector

Foundation Wealth Management, Llc\Pa

$231 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VCIT IVV DFAC VCSH VNQ BSV DUHP DFEM 66 stocks	$195 Million 86.65% of portfolio	21	28	4	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$19.4 Million 8.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AZN JNJ MRK 3 stocks	$3.6 Million 1.6% of portfolio	3	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.15 Million 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$786,916 0.35% of portfolio	2	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG 1 stocks	$763,806 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$634,714 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$560,759 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$542,033 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$491,129 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$463,108 0.21% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$341,371 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$296,134 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$273,378 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$263,922 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW 1 stocks	$222,031 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$217,190 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials TMC 1 stocks	$132,000 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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