Foundations Investment Advisors, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6.26 Billion distributed in 1047 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 $228M, Blackrock ETF Tr U S Equity Fa with a value of $176M, Ishares Msci Usa Quality Facto with a value of $161M, Spdr Bloomberg 1 3 Month T Bil with a value of $160M, and Ishares Core Total Usd Bond Ma with a value of $153M.
Examining the 13F form we can see an increase of $390M in the current position value, from $5.88B to 6.26B.
Below you can find more details about Foundations Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$6.26 Billion
ETFs: $4.34 Billion
Technology: $719 Million
Financial Services: $365 Million
Consumer Cyclical: $159 Million
Communication Services: $149 Million
Healthcare: $104 Million
Energy: $101 Million
Industrials: $98.2 Million
Other: $187 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
