Foundations Investment Advisors, LLC Portfolio Holdings

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95.1B
$1.34 Million 0.02% of portfolio
15,790
Q3 2025 Reduced 21.42%
$177B
$1.09 Million 0.02% of portfolio
5,595
Q3 2025 Reduced 22.25%
$78.2B
$1.03 Million 0.02% of portfolio
3,581
Q3 2025 Added 61.02%
$250B
$1.29 Million 0.02% of portfolio
5,384
Q3 2025 Reduced 46.3%
$64.7B
$989,000 0.02% of portfolio
3,544
Q3 2025 Added 12.65%
$58.4B
$1.52 Million 0.02% of portfolio
33,245
Q3 2025 Reduced 17.3%
$0
$1.55 Million 0.02% of portfolio
11,395
Q3 2025 Added 53.08%
$0
$1.46 Million 0.02% of portfolio
12,037
Q3 2025 New
$0
$1.07 Million 0.02% of portfolio
2,449
Q3 2025 Added 11.57%
$0
$1.04 Million 0.02% of portfolio
13,274
Q3 2025 Added 211.6%
$0
$1.55 Million 0.02% of portfolio
19,697
Q3 2025 Added 44.42%
$0
$1.56 Million 0.02% of portfolio
31,499
Q3 2025 Added 35.56%
$0
$1.56 Million 0.02% of portfolio
5,304
Q3 2025 New
$0
$1.35 Million 0.02% of portfolio
4,602
Q3 2025 Reduced 6.52%
$0
$1.29 Million 0.02% of portfolio
14,135
Q3 2025 Reduced 10.92%
$0
$969,000 0.02% of portfolio
3,259
Q3 2025 Added 96.68%
$0
$1.38 Million 0.02% of portfolio
18,774
Q3 2025 Reduced 81.42%
$28.7B
$1.04 Million 0.02% of portfolio
31,834
Q3 2025 New
$76.9B
$1.23 Million 0.02% of portfolio
6,303
Q3 2025 Added 14.68%
$81.9B
$1.29 Million 0.02% of portfolio
5,863
Q3 2025 Reduced 2.8%
$9.96B
$968,000 0.02% of portfolio
16,288
Q3 2025 Added 0.61%
$20.4B
$1.5 Million 0.02% of portfolio
5,727
Q3 2025 Added 13.83%
$44.1B
$1.07 Million 0.02% of portfolio
13,222
Q3 2025 Added 137.72%
$1.24B
$665,000 0.01% of portfolio
56,906
Q3 2025 New
$152B
$519,000 0.01% of portfolio
2,106
Q3 2025 Reduced 9.07%
$0
$784,000 0.01% of portfolio
18,262
Q3 2025 New
$57.4B
$606,000 0.01% of portfolio
2,225
Q3 2025 Reduced 9.77%
$8.68B
$467,000 0.01% of portfolio
5,612
Q3 2025 Added 13.9%
$16.7B
$493,000 0.01% of portfolio
7,314
Q3 2025 Added 16.76%
$26.4B
$749,000 0.01% of portfolio
7,179
Q3 2025 Added 120.35%
$0
$537,000 0.01% of portfolio
10,703
Q3 2025 Added 16.7%
$82.9B
$670,000 0.01% of portfolio
3,486
Q3 2025 Added 7.56%
$82.2B
$483,000 0.01% of portfolio
3,907
Q3 2025 New
$120B
$642,000 0.01% of portfolio
2,614
Q3 2025 Reduced 3.11%
$77.4B
$339,000 0.01% of portfolio
2,549
Q3 2025 Reduced 96.99%
$3.1B
$711,000 0.01% of portfolio
31,031
Q3 2025 Added 66.56%
$31.2B
$715,000 0.01% of portfolio
11,976
Q3 2025 Added 175.75%
$26B
$372,000 0.01% of portfolio
2,328
Q3 2025 New
$0
$759,000 0.01% of portfolio
8,802
Q3 2025 Added 19.38%
$3.78B
$368,000 0.01% of portfolio
7,512
Q3 2025 Added 6.96%
$53.1B
$377,000 0.01% of portfolio
1,537
Q3 2025 Reduced 10.43%
$69.7B
$677,000 0.01% of portfolio
158
Q3 2025 New
$41.7B
$820,000 0.01% of portfolio
1,143
Q3 2025 Added 39.56%
$15.4B
$557,000 0.01% of portfolio
11,067
Q3 2025 Reduced 4.15%
$78.5B
$440,000 0.01% of portfolio
6,821
Q3 2025 New
$50.6B
$625,000 0.01% of portfolio
3,343
Q3 2025 Reduced 2.76%
$222M
$441,000 0.01% of portfolio
6,897
Q3 2025 Reduced 14.79%
$756M
$343,000 0.01% of portfolio
52,610
Q3 2025 New
$4.41B
$387,000 0.01% of portfolio
6,299
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,047
  • Current Value $6.26 Billion
  • Prior Value $5.88 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 186 stocks
  • Additional Purchases 451 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 377 stocks
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