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CIK: 0001966351
Total reported value
$186.3M
$186.3M
51 檔
59.8%
As reported in its official Q2 2026 Form 13F filing, Foundation Wealth Management, LLC's tracked investment portfolio stood at $186.3M with 51 total positions.
In Q2 2026, Foundation Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 19 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, IJJ) accounted for 59.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
MU
市值: $1.2M
Top Position Liquidated / Trimmed
IAU
前期市值: $286.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 27.41% | -1.73% | -0.35% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 24.76% | -1.80% | +1.22% | |
| 3 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 4.97% | -0.88% | +6.37% | |
| 4 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 4.63% | -0.75% | -4.31% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 4.11% | -0.93% | -2.46% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.28% | -0.46% | -5.88% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.24% | -0.42% | +27.63% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.23% | +0.24% | -5.52% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.21% | -0.20% | -7.47% | |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.17% | -0.24% | -0.79% | |
| 11 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 2.14% | +0.73% | +11.76% | |
| 12 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.02% | -0.19% | +3.33% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.82% | -0.17% | -0.16% | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.73% | -0.25% | +1.70% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.60% | -0.22% | -5.75% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | -0.07% | +4.10% | |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.17% | -0.11% | +2.67% | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.92% | -0.15% | -4.87% | |
| 19 | IYE | Ishares U.s. Energy ETF | ETF-Other | 0.85% | +0.02% | -7.20% | |
| 20 | MU | Micron Technology Inc | Stock-Tech | 0.68% | -0.44% | — | |
| 21 | REET | Ishares Global Reit ETF | ETF-Other | 0.68% | -0.10% | -13.75% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | +0.57% | -2.22% | |
| 23 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.60% | +0.67% | +47.21% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.02% | +10.10% | |
| 25 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.52% | -0.04% | +16.24% | |
| 26 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.44% | -0.02% | +7.33% | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 0.38% | -0.38% | EXIT | |
| 28 | AON | Aon plc | Stock-Financials | 0.38% | -0.25% | -27.05% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.03% | -3.85% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.03% | +0.17% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.32% | +0.14% | +2.21% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.24% | +31.78% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.28% | -0.10% | — | |
| 34 | SNDK | Sandisk CORP | Stock-Tech | 0.27% | -0.27% | EXIT | |
| 35 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.25% | +0.05% | +15.81% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.24% | +0.13% | — | |
| 37 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.19% | -0.05% | -21.48% | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.18% | +0.05% | — | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.17% | -0.02% | — | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | +0.02% | — | |
| 41 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.16% | +0.02% | +28.35% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | -0.16% | EXIT | |
| 43 | GRMN | Garmin Ltd. | Stock-Tech | 0.16% | +0.01% | — | |
| 44 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.15% | -0.15% | EXIT | |
| 45 | HLAL | Wahed Ftse USA Shariah ETF | ETF-Other | 0.14% | — | — | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.14% | -0.02% | -13.12% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | +0.12% | -4.16% | |
| 48 | AZO | Autozone Inc | Stock-Consumer Disc | 0.13% | -0.13% | EXIT | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | -0.01% | — | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | -0.01% | +199.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +1.6% | -0.35% | Trim |
| 2 | MU | Micron Technology Inc | +0.7% | NEW | New buy |
| 3 | GEV | GE Vernova Inc | +0.4% | NEW | New buy |
| 4 | SCZ | Ishares Msci Eafe Small-cap | +0.3% | +27.63% | Add |
| 5 | IWO | Ishares Russell 2000 Growth | +0.3% | -2.46% | Trim |
| 6 | SNDK | Sandisk CORP | +0.3% | NEW | New buy |
| 7 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.2% | +6.37% | Add |
| 9 | ABBV | Abbvie Inc | +0.2% | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +4.10% | Add |
| 11 | DDOG | Datadog Inc - Class A | +0.2% | NEW | New buy |
| 12 | HLAL | Wahed Ftse USA Shariah ETF | +0.1% | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +10.10% | Add |
| 15 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | +47.21% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +31.78% | Add |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +1.70% | Add |
| 18 | IBDX | Ishares Ibonds Dec 2032 Tc | 0% | +28.35% | Add |
| 19 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +16.24% | Add |
| 20 | IBDW | Ishares Ibonds Dec 2031 CORP | — | +15.81% | Add |
| 21 | IWP | Ishares Russell Mid-cap Grow | — | — | Unchanged |
| 22 | IBM | Intl Business Machines CORP | — | -4.16% | Trim |
| 23 | IEFA | Ishares Core Msci Eafe ETF | — | +1.60% | Add |
| 24 | GRMN | Garmin Ltd. | 0% | — | Unchanged |
| 25 | EEM | Ishares Msci Emerging Market | 0% | -5.88% | Trim |
| 26 | IWS | Ishares Russell Mid-cap Valu | 0% | -13.12% | Trim |
| 27 | PRTA | Prothena Corporation plc | 0% | — | Unchanged |
| 28 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +7.33% | Add |
| 29 | JPM | Jpmorgan Chase & Co | 0% | -3.85% | Trim |
| 30 | AZO | Autozone Inc | 0% | — | Unchanged |
| 31 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 32 | VONG | Vanguard Russell 1000 Growth | -0.1% | -21.48% | Trim |
| 33 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | — | Unchanged |
| 34 | COST | Costco Wholesale CORP | -0.1% | +0.17% | Add |
| 35 | IYR | Ishares US Real Estate ETF | -0.1% | -4.87% | Trim |
| 36 | MSFT | Microsoft CORP | -0.1% | -2.22% | Trim |
| 37 | IWN | Ishares Russell 2000 Value E | -0.1% | -4.31% | Trim |
| 38 | VUG | Vanguard Growth ETF | -0.1% | +199.64% | Add |
| 39 | PLTR | Palantir Technologies Inc-a | -0.1% | +2.21% | Add |
| 40 | IBDT | Ishares Ibonds Dec 2028 ETF | -0.1% | +2.67% | Add |
| 41 | AAPL | Apple Inc | -0.1% | -5.52% | Trim |
| 42 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | -5.75% | Trim |
| 43 | REET | Ishares Global Reit ETF | -0.1% | -13.75% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.16% | Trim |
| 45 | IAU | Ishares Gold Trust | -0.2% | EXIT | Sold out |
| 46 | AON | Aon plc | -0.2% | -27.05% | Trim |
| 47 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -0.2% | +3.33% | Add |
| 48 | IBDR | Ishares Ibonds Dec 2026 Term | -0.3% | -0.79% | Trim |
| 49 | IYE | Ishares U.s. Energy ETF | -0.4% | -7.20% | Trim |
| 50 | IBIT | Ishares Bitcoin Trust ETF | -0.4% | +11.76% | Add |
According to official SEC Form 13F filings, Foundation Wealth Management, LLC reported a total U.S. public equity portfolio value of $186.3M across 51 disclosed positions in Q2 2026.
During Q2 2026, Foundation Wealth Management, LLC's top holdings by market value included IVW (27.4%)、IVE (24.8%)、IJJ (5.0%). The largest single position, IVW, represented 27.4% of total portfolio value.
In Q2 2026, Foundation Wealth Management, LLC made 46 total portfolio adjustments, initiating 8 new buys, adding to 19 positions, trimming 18 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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