StockDriftsStockDriftsTop 50 Foundation Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 27.41% | 337.0K | $46.3M | -0.35%(-1.19K) | $60.43(+134.35%) | 2026-06-30 | |
| IVE | ISHARES TR | 24.76% | 184.4K | $41.9M | +1.22%(+2.23K) | $153.29(+54.68%) | 2026-06-30 | |
| IJJ | ISHARES TR | 4.97% | 56.8K | $8.4M | +6.37%(+3.40K) | $107.29(+41.37%) | 2026-06-30 | |
| IWN | ISHARES TR | 4.63% | 35.4K | $7.8M | -4.31%(-1.59K) | $147.07(+54.04%) | 2026-06-30 | |
| IWO | ISHARES TR | 4.11% | 17.7K | $7.0M | -2.46%(-446) | $223.95(+76.26%) | 2026-06-30 | |
| EEM | ISHARES TR | 2.28% | 56.4K | $3.9M | -5.88%(-3.52K) | $36.73(+84.34%) | 2026-06-30 | |
| SCZ | ISHARES TR | 2.24% | 46.1K | $3.8M | +27.63%(+9.98K) | $67.37(+29.35%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.23% | 13.0K | $3.8M | -5.52%(-762) | $134.19(+127.58%) | 2026-06-30 | |
| EFV | ISHARES TR | 2.21% | 48.8K | $3.7M | -7.47%(-3.94K) | $42.69(+91.57%) | 2026-06-30 | |
| IBDR | ISHARES TR | 2.17% | 151.5K | $3.7M | -0.79%(-1.21K) | $23.25(+4.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.04% | +52.25% | — | — | +68.52% |
| Top 20 Holdings Unweighted | +11.43% | +38.35% | — | — | +47.01% |
Foundation Wealth Management, LLC reports $169.08M in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are IVW (27.4%), IVE (24.8%) and IJJ (5.0%). The top 20 holdings account for 91.19% of reported assets. Its disclosed equity book has returned +52.25% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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