Top 44 Foundation Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 25.98% | 182.2K | $38.5M | +0.36%(+652) | $152.51(+47.29%) | 2026-03-31 | |
| IVW | ISHARES TR | 25.84% | 338.2K | $38.2M | +0.53%(+1.80K) | $60.43(+127.11%) | 2026-03-31 | |
| IJJ | ISHARES TR | 4.78% | 53.4K | $7.1M | +11.89%(+5.68K) | $105.30(+32.25%) | 2026-03-31 | |
| IWN | ISHARES TR | 4.74% | 37.0K | $7.0M | -0.94%(-351) | $147.07(+42.27%) | 2026-03-31 | |
| IWO | ISHARES TR | 3.84% | 18.1K | $5.7M | -1.80%(-332) | $223.95(+64.89%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.65% | 52.8K | $3.9M | -2.71%(-1.47K) | $42.69(+83.96%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 2.52% | 97.1K | $3.7M | +28.41%(+21.49K) | $52.54(-14.12%) | 2026-03-31 | |
| IBDR | ISHARES TR | 2.5% | 152.7K | $3.7M | -0.86%(-1.32K) | $23.25(+4.15%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.37% | 13.8K | $3.5M | -5.86%(-860) | $134.19(+122.73%) | 2026-03-31 | |
| EEM | ISHARES TR | 2.3% | 59.9K | $3.4M | -2.86%(-1.77K) | $36.73(+82.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.90% | +43.91% |
| Top 20 Holdings Unweighted | +10.03% | +33.20% |
Sign up free to track Foundation Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.