Foundation Wealth Management, LLC Portfolio Holdings

Foundation Wealth Management, LLC

  • $128 Billion
  • Q1 2025

Foundation Wealth Management, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $33.3B, Ishares S&P 500 Value ETF with a value of $33.3B, Ishares S&P Midcap 400 Value E with a value of $4.66B, Ishares Russell 2000 Gwt ETF with a value of $4.19B, and Ishares Bitcoin Trust ETF with a value of $3.88B.

Examining the 13F form we can see an decrease of $1.14B in the current position value, from $129B to 128B.

Foundation Wealth Management, LLC is based out at Clayton, MO

Below you can find more details about Foundation Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
ETFs: $110 Billion
Technology: $5.66 Billion
Financial Services: $3.82 Billion
Communication Services: $2.31 Billion
Consumer Defensive: $694 Million
Consumer Cyclical: $602 Million
Healthcare: $241 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $128 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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