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Foundation Wealth Management, LLC

Portfolio Manager
Foundation Wealth Management, LLC
Performance
-3.14% (2026 Q1)
AUM (13F)
$148.02M
# of Holdings
44
Performance Rank
Allocation (Top 20)
92.51%

Foundation Wealth Management, LLC Holdings Map

Top 44 Foundation Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVE
ISHARES TR
25.98%182.2K$38.5M
+0.36%(+652)
2025-Q1: 174.7K shares2025-Q2: 177.8K shares2025-Q3: 184.9K shares2025-Q4: 181.5K shares2026-Q1: 182.2K shares
$152.51(+47.29%)
2026-03-31
IVW
ISHARES TR
25.84%338.2K$38.2M
+0.53%(+1.80K)
2025-Q1: 359.2K shares2025-Q2: 363.5K shares2025-Q3: 353.8K shares2025-Q4: 336.4K shares2026-Q1: 338.2K shares
$60.43(+127.11%)
2026-03-31
IJJ
ISHARES TR
4.78%53.4K$7.1M
+11.89%(+5.68K)
2025-Q1: 38.9K shares2025-Q2: 48.6K shares2025-Q3: 49.1K shares2025-Q4: 47.8K shares2026-Q1: 53.4K shares
$105.30(+32.25%)
2026-03-31
IWN
ISHARES TR
4.74%37.0K$7.0M
-0.94%(-351)
2025-Q1: 22.3K shares2025-Q2: 27.5K shares2025-Q3: 38.3K shares2025-Q4: 37.3K shares2026-Q1: 37.0K shares
$147.07(+42.27%)
2026-03-31
IWO
ISHARES TR
3.84%18.1K$5.7M
-1.80%(-332)
2025-Q1: 16.4K shares2025-Q2: 20.0K shares2025-Q3: 19.1K shares2025-Q4: 18.4K shares2026-Q1: 18.1K shares
$223.95(+64.89%)
2026-03-31
EFV
ISHARES TR
2.65%52.8K$3.9M
-2.71%(-1.47K)
2025-Q1: 62.1K shares2025-Q2: 59.4K shares2025-Q3: 57.2K shares2025-Q4: 54.2K shares2026-Q1: 52.8K shares
$42.69(+83.96%)
2026-03-31
IBIT
ISHARES BITCOIN TRUST ETF
2.52%97.1K$3.7M
+28.41%(+21.49K)
2025-Q1: 82.9K shares2025-Q2: 88.9K shares2025-Q3: 92.9K shares2025-Q4: 75.6K shares2026-Q1: 97.1K shares
$52.54(-14.12%)
2026-03-31
IBDR
ISHARES TR
2.5%152.7K$3.7M
-0.86%(-1.32K)
2025-Q1: 153.9K shares2025-Q2: 153.7K shares2025-Q3: 153.6K shares2025-Q4: 154.0K shares2026-Q1: 152.7K shares
$23.25(+4.15%)
2026-03-31
AAPL
APPLE INC
2.37%13.8K$3.5M
-5.86%(-860)
2025-Q1: 15.1K shares2025-Q2: 15.1K shares2025-Q3: 15.1K shares2025-Q4: 14.7K shares2026-Q1: 13.8K shares
$134.19(+122.73%)
2026-03-31
EEM
ISHARES TR
2.3%59.9K$3.4M
-2.86%(-1.77K)
2025-Q1: 68.1K shares2025-Q2: 64.0K shares2025-Q3: 63.4K shares2025-Q4: 61.6K shares2026-Q1: 59.9K shares
$36.73(+82.99%)
2026-03-31

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