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CIK: 0002011000
Total reported value
$299.7M
$299.7M
105 檔
43.4%
In Q2 2026, Foundation Wealth Management, LLC\PA's U.S. equity holdings reached a combined market value of $299.7M, distributed across 105 disclosed stock positions.
In Q2 2026, Foundation Wealth Management, LLC\PA displayed an active expansion posture, initiating 15 new positions and adding to 41 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 | 12.71% | +3.20% | +6.53% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.41% | +1.25% | +5.22% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.91% | +1.98% | +10.04% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.88% | -5.88% | EXIT | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.38% | -0.31% | +19.04% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.26% | -5.26% | EXIT | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.64% | +1.08% | +6.63% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.01% | +1.26% | +11.46% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.67% | +0.39% | -0.60% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.60% | +0.81% | +5.56% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.85% | -0.30% | +14.11% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.24% | +0.01% | -1.88% | |
| 13 | DIHP | Dimensional International Hi | ETF-Other | 1.95% | +0.45% | +8.91% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.90% | +0.72% | +8.64% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.76% | +0.18% | +279.63% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.45% | -0.07% | -0.96% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.35% | +0.13% | -1.09% | |
| 18 | DFIC | Dimensional International Co | ETF-Other | 1.22% | +0.08% | +0.14% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.22% | -0.09% | -0.85% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.10% | -0.29% | -2.67% | |
| 21 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.10% | -0.07% | +0.13% | |
| 22 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.89% | +0.08% | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.89% | -0.04% | -4.48% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.86% | +0.11% | — | |
| 25 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.85% | +0.10% | +0.03% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | -0.11% | +0.75% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.77% | -0.01% | -0.39% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.77% | +0.07% | -2.09% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.75% | -0.12% | — | |
| 30 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.67% | -0.06% | -9.60% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.65% | +0.20% | +46.36% | |
| 32 | DFSD | Dimensional Short Duration | ETF-Other | 0.65% | -0.02% | — | |
| 33 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.61% | -0.02% | -7.94% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.60% | -0.06% | -22.84% | |
| 35 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.57% | -0.09% | -11.14% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.09% | — | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.48% | +0.03% | -0.70% | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.48% | -0.08% | -2.49% | |
| 39 | DFIV | Dimensional International Va | ETF-Other | 0.39% | +0.05% | — | |
| 40 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.38% | +0.05% | +0.20% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.31% | +0.02% | +0.00% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.28% | +0.02% | -0.67% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.28% | +0.03% | +9.66% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.10% | +38.15% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | +0.04% | — | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | +0.14% | +97.38% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | +0.04% | +1.67% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.23% | — | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.23% | -0.01% | -1.30% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.22% | -0.08% | -0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.8% | +19.04% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +6.53% | Add |
| 3 | V | Visa Inc-class A Shares | +0.5% | NEW | New buy |
| 4 | DUHP | Dimensional US High Profi Et | +0.3% | +10.07% | Add |
| 5 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | +6.63% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.2% | +11.46% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +46.36% | Add |
| 8 | DFSV | Dimensional US Small Cap Val | +0.2% | +8.45% | Add |
| 9 | EFA | Ishares Msci Eafe ETF | +0.1% | +14.11% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 11 | SCHK | Schwab 1000 Index ETF | +0.1% | NEW | New buy |
| 12 | MSFT | Microsoft CORP | +0.1% | +97.38% | Add |
| 13 | GWW | Ww Grainger Inc | +0.1% | NEW | New buy |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | New buy |
| 16 | FSEC | Fidelity Invest Grd Secur | +0.1% | NEW | New buy |
| 17 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | New buy |
| 19 | NUE | Nucor CORP | +0.1% | NEW | New buy |
| 20 | SCHF | Schwab Intl Equity ETF | +0.1% | NEW | New buy |
| 21 | NVDA | Nvidia CORP | +0.1% | +38.15% | Add |
| 22 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 23 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 24 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 25 | CSCO | Cisco Systems Inc | +0.1% | +15.70% | Add |
| 26 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | -1.30% | Trim |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | +30.15% | Add |
| 29 | SUB | Ishares Short-term National | 0% | +69.93% | Add |
| 30 | IWM | Ishares Russell 2000 ETF | 0% | +0.75% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | +16.69% | Add |
| 32 | AGG | Ishares Core U.s. Aggregate | 0% | +44.51% | Add |
| 33 | SCHX | Schwab US Large-cap ETF | 0% | +9.66% | Add |
| 34 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 35 | AMZN | Amazon.com Inc | 0% | +12.20% | Add |
| 36 | VGT | Vanguard Info Tech ETF | — | +617.06% | Add |
| 37 | DFAE | Dimensional Emerging Core Eq | — | +0.41% | Add |
| 38 | VO | Vanguard Mid-cap ETF | — | +318.26% | Add |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | — | — | Unchanged |
| 40 | DCOR | Dimensional US Core Eq 1 ETF | — | — | Unchanged |
| 41 | IJS | Ishares S&p Small-cap 600 Va | — | — | Unchanged |
| 42 | IWS | Ishares Russell Mid-cap Valu | — | — | Unchanged |
| 43 | AVGO | Broadcom Inc | — | -7.67% | Trim |
| 44 | WMT | Walmart Inc | — | +16.41% | Add |
| 45 | TMC | Tmc THE Metals Co Inc | — | — | Unchanged |
| 46 | IWN | Ishares Russell 2000 Value E | 0% | -0.85% | Trim |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 48 | IWP | Ishares Russell Mid-cap Grow | 0% | -0.02% | Trim |
| 49 | AVUV | Avantis US Small Cap Value | 0% | — | Unchanged |
| 50 | DFSE | Dimensional Em Sus Core1 ETF | 0% | +0.45% | Add |
According to official SEC Form 13F filings, Foundation Wealth Management, LLC\PA reported a total U.S. public equity portfolio value of $299.7M across 105 disclosed positions in Q2 2026.
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, VCSH) accounted for 43.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
V
市值: $1.8M
Top Position Liquidated / Trimmed
IAU
前期市值: $247.9K
During Q2 2026, Foundation Wealth Management, LLC\PA's top holdings by market value included VTI (12.7%)、VCIT (9.4%)、VCSH (5.9%). The largest single position, VTI, represented 12.7% of total portfolio value.
In Q2 2026, Foundation Wealth Management, LLC\PA made 85 total portfolio adjustments, initiating 15 new buys, adding to 41 positions, trimming 28 holdings, and fully liquidating 1 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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