StockDriftsStockDriftsTop 50 Foundation Wealth Management LLC PA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 15.91% | 127.4K | $47.7M | +11.92%(+13.57K) | $311.80(+20.44%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 10.66% | 408.2K | $32.0M | +8.22%(+31.00K) | $82.62(-4.81%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 7.89% | 306.3K | $23.7M | +23.55%(+58.38K) | $78.97(-1.98%) | 2026-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.72% | 431.4K | $17.1M | +14.08%(+53.23K) | $30.45(+25.08%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.27% | 223.8K | $15.8M | +20.04%(+37.36K) | $58.60(+18.36%) | 2026-09-30 | |
| IVV | ISHARES TR | 5.07% | 19.8K | $15.2M | -16.73%(-3.98K) | $600.21(+28.29%) | 2026-09-30 | |
| SCHR | SCHWAB STRATEGIC TR | 4.41% | 557.8K | $13.2M | +15.22%(+73.70K) | $24.80(-3.88%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.06% | 273.9K | $12.2M | -0.13%(-351) | $34.44(+30.28%) | 2026-09-30 | |
| DISV | DIMENSIONAL ETF TRUST | 2.62% | 181.3K | $7.9M | +15.78%(+24.71K) | $32.89(+29.68%) | 2026-09-30 | |
| EFA | ISHARES TR | 2.55% | 73.6K | $7.6M | -19.06%(-17.32K) | $82.17(+25.19%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.57% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.47% |
Foundation Wealth Management LLC PA reports $299.74M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are VTI (15.9%), VCIT (10.7%) and VCSH (7.9%). The top 20 holdings account for 79.01% of reported assets. Its disclosed equity book has returned +20.57% cumulatively over 7 quarters. 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.
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Holdings on this page are parsed from Foundation Wealth Management LLC PA’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011000). View Foundation Wealth Management LLC PA’s 13F filings on SEC