account_balance
Investment manager · 13F filer · SEC CIK 1743404
Foundations Investment Advisors, LLC
Reported value$10.1Bas of Sep 30, 2026
Positions1,206 152 new, 143 sold out
Top 10 weight23.6%IVW alone is 3%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVWiShares Tr
3.5%Added +2%
IVViShares Tr
3.4%Trimmed −10%
IVEiShares Tr
2.9%Added +6%
IUSBiShares Tr
2.3%Added +6%
DYNFBlackRock ETF Trust
2.1%Added +5%
NVDANVIDIA Corp
2.1%Added +4%
AESRHorizon FDS
1.9%Added +5%
ARKWArk ETF Tr
1.9%Added +64%
SOXXiShares Tr
1.8%Trimmed −11%
AAPLApple Inc.
1.6%Added +3%
MSFTMicrosoft Corp
1.4%+5%
COROBlackRock ETF Trust
1.4%Added +12%
IVWiShares Tr
3.5%Added +2%
IVViShares Tr
3.4%Trimmed −10%
IVEiShares Tr
2.9%+6%
IUSBiShares Tr
2.3%+6%
DYNFBlackRock ETF Trust
2.1%+5%
NVDANVIDIA Corp
2.1%
AESRHorizon FDS
1.9%
ARKWArk ETF Tr
1.9%
SOXXiShares Tr
1.8%
CORO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVW iShares Tr 3.5% Added +2%
IVV iShares Tr 3.4% Trimmed −10%
IVE iShares Tr 2.9% Added +6%
IUSB iShares Tr 2.3% Added +6%
DYNF BlackRock ETF Trust 2.1% Added +5%
NVDA NVIDIA Corp 2.1% Added +4%AESR Horizon FDS 1.9% Added +5%
ARKW Ark ETF Tr 1.9% Added +64%
SOXX iShares Tr 1.8% Trimmed −11%
AAPL Apple Inc. 1.6% Added +3%MSFT Microsoft Corp 1.4% Added +5%CORO BlackRock ETF Trust 1.4% Added +12%
What changed
Biggest moves since Jun 30, 2026
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