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CIK: 0002011000
Total reported value
$331.3M
$331.3M
94 檔
25.9%
As reported in its official Q3 2025 Form 13F filing, Foundation Wealth Management, LLC\PA's tracked investment portfolio stood at $331.3M with 94 total positions.
In Q3 2025, Foundation Wealth Management, LLC\PA displayed an active expansion posture, initiating 9 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.90% | +0.62% | +22.25% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.11% | -1.05% | +41.97% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.28% | +0.77% | -1.43% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.14% | -0.39% | +38.42% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.87% | -0.11% | -6.34% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.15% | +0.34% | +29.73% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.11% | +0.15% | +28.59% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.74% | +0.32% | +16.79% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.38% | -0.43% | +32.10% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.03% | -0.44% | -4.55% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.88% | +0.12% | -1.82% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.82% | +0.23% | +30.33% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.55% | -0.23% | -30.86% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.39% | -0.10% | -0.62% | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 1.75% | -0.03% | +19.52% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.66% | -0.08% | -2.39% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.62% | -0.05% | -37.40% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 1.58% | -0.11% | +15.06% | |
| 19 | DFIC | Dimensional International Co | ETF-Other | 1.52% | -0.14% | -16.08% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.48% | -0.05% | -1.47% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.46% | -0.01% | -7.94% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.36% | -0.05% | -0.59% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.18% | -0.11% | -17.91% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.16% | -0.10% | -0.54% | |
| 25 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.14% | — | — | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.12% | -0.12% | -13.65% | |
| 27 | DFSD | Dimensional Short Duration | ETF-Other | 1.08% | -0.11% | -0.81% | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.01% | -0.03% | -5.26% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.99% | -0.02% | — | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.99% | +0.01% | -7.55% | |
| 31 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.98% | -0.03% | +0.03% | |
| 32 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.95% | -0.03% | -3.26% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.92% | -0.08% | — | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.91% | +0.03% | -7.94% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.87% | -0.08% | -10.53% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.60% | -0.07% | -1.86% | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.58% | -0.03% | -2.69% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.54% | +0.19% | -1.71% | |
| 39 | DFIV | Dimensional International Va | ETF-Other | 0.50% | -0.05% | +0.02% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.46% | -0.02% | -31.82% | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.41% | -0.03% | -1.73% | |
| 42 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.37% | -0.06% | -16.64% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.33% | -0.02% | -5.21% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.30% | -0.04% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | -0.01% | -7.70% | |
| 46 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.30% | -0.01% | -18.10% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.29% | +0.02% | — | |
| 48 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.28% | -0.02% | -2.77% | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.28% | -0.01% | -8.20% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.07% | — |
According to official SEC Form 13F filings, Foundation Wealth Management, LLC\PA reported a total U.S. public equity portfolio value of $331.3M across 94 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VCIT, IVV) accounted for 25.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVUV
市值: $614.4K
Top Position Liquidated / Trimmed
DFAR
前期市值: $396.7K
During Q3 2025, Foundation Wealth Management, LLC\PA's top holdings by market value included VTI (9.9%)、VCIT (8.1%)、IVV (5.3%). The largest single position, VTI, represented 9.9% of total portfolio value.
In Q3 2025, Foundation Wealth Management, LLC\PA made 50 total portfolio adjustments, initiating 9 new buys, adding to 19 positions, trimming 19 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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