Foundations Investment Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.88 Billion distributed in 1111 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 $201M, Spdr S&P 500 ETF Trust with a value of $180M, Ishares Msci Usa Quality Facto with a value of $156M, Ishares Core Total Usd Bond Ma with a value of $154M, and Blackrock ETF Tr U S Equity Fa with a value of $136M.
Examining the 13F form we can see an increase of $777M in the current position value, from $5.1B to 5.88B.
Below you can find more details about Foundations Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.88 Billion
ETFs: $4.16 Billion
Technology: $597 Million
Financial Services: $317 Million
Communication Services: $131 Million
Consumer Cyclical: $131 Million
Healthcare: $131 Million
Consumer Defensive: $108 Million
Energy: $99.1 Million
Other: $171 Million
Stock Holdings Table Market Cap. of $200 Billions or more
