account_balance

Investment manager · 13F filer · SEC CIK 1966351

Foundation Wealth Management, LLC

Reported value$186Mas of Sep 30, 2026
Positions62 16 new, 5 sold out
Top 10 weight73.4%IVW alone is 26%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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 25.7% Held
IVE iShares Tr 23.0% Held
PG Procter & Gamble Co 4.4% New
IJJ iShares Tr 4.1% Trimmed −3%
IWN iShares Tr 3.9% Trimmed −2%
IWO iShares Tr 3.2% Trimmed −6%
IBIT iShares Bitcoin Trust ETF 2.9% Added +4%AAPL Apple Inc. 2.5% Added +6%
EFV iShares Tr 2.0% Trimmed −3%
IBDR iShares Tr 1.9% Held
IBDS iShares Tr 1.8% Held
EEM iShares Tr 1.8% Trimmed −10%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 30, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • MU −58%
  • SCZ −13%
  • EEM −10%
  • IWO −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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