account_balance

Investment manager · 13F filer · SEC CIK 2011000

Foundation Wealth Management, LLC

Reported value$300Mas of Sep 30, 2026
Positions98 2 new, 9 sold out
Top 10 weight64.2%VTI alone is 16%
FiledOct 1414 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
VTI Vanguard Index FDS 15.9% Added +12%
VCIT Vanguard Scottsdale FDS 10.7% Added +8%
VCSH Vanguard Scottsdale FDS 7.9% Added +24%
DFEM Dimensional ETF Trust 5.7% Added +14%
VEA Vanguard Tax-Managed FDS 5.3% Added +20%
IVV iShares Tr 5.1% Trimmed −17%
SCHR Schwab Strategic Tr 4.4% Added +15%
DFAC Dimensional ETF Trust 4.1% Held
DISV Dimensional ETF Trust 2.6% Added +16%
EFA iShares Tr 2.6% Trimmed −19%
DIHP Dimensional ETF Trust 2.4% Added +13%
BSV Vanguard Bd Index FDS 2.2% Trimmed −7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • VIG $341K
  • QQQ $227K
arrow_upwardAdded
  • VCSH +24%
  • VEA +20%
  • SCHB +16%
  • DISV +16%
arrow_downwardTrimmed
  • IWV −34%
  • DFAT −21%
  • EFA −19%
  • IJR −17%
remove_circleSold out
  • DFSV $19.5M
  • DUHP $17.4M
  • DCOR $367K
  • FSEC $315K

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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