StockDriftsStockDriftsTop 50 Foundation Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 25.68% | 336.2K | $47.8M | -0.22%(-756) | $60.43(+127.02%) | 2026-09-30 | |
| IVE | ISHARES TR | 22.96% | 187.3K | $42.8M | +1.60%(+2.94K) | $154.46(+55.03%) | 2026-09-30 | |
| PG | PROCTER & GAMBLE CO | 4.37% | 56.0K | $8.1M | new | $145.96(+13.45%) | 2026-09-30 | |
| IJJ | ISHARES TR | 4.09% | 55.3K | $7.6M | -2.66%(-1.51K) | $107.29(+34.18%) | 2026-09-30 | |
| IWN | ISHARES TR | 3.88% | 34.5K | $7.2M | -2.44%(-864) | $147.07(+45.03%) | 2026-09-30 | |
| IWO | ISHARES TR | 3.18% | 16.6K | $5.9M | -5.89%(-1.04K) | $223.95(+54.99%) | 2026-09-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 2.87% | 113.1K | $5.4M | +4.18%(+4.54K) | $50.33(-8.48%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.47% | 13.8K | $4.6M | +5.72%(+746) | $143.76(+142.23%) | 2026-09-30 | |
| EFV | ISHARES TR | 2.01% | 47.4K | $3.7M | -2.94%(-1.44K) | $42.69(+85.18%) | 2026-09-30 | |
| IBDR | ISHARES TR | 1.93% | 148.7K | $3.6M | -1.88%(-2.85K) | $23.25(+4.19%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.77% | +59.22% | — | — | +70.69% |
| Top 20 Holdings Unweighted | +12.97% | +44.16% | — | — | +48.99% |
Foundation Wealth Management LLC reports $186.29M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are IVW (25.7%), IVE (23.0%) and PG (4.4%). The top 20 holdings account for 88.11% of reported assets. Its disclosed equity book has returned +59.22% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Foundation Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Foundation Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966351). View Foundation Wealth Management LLC’s 13F filings on SEC