StockDriftsStockDriftsTop 50 Foundation Wealth Management, LLC\PA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 12.71% | 113.8K | $42.1M | +6.53%(+6.98K) | $304.61(+25.42%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 9.41% | 377.2K | $31.2M | +5.22%(+18.73K) | $82.80(-1.89%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.91% | 247.9K | $19.6M | +10.04%(+22.61K) | $79.16(-0.78%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 5.88% | 502.6K | $19.5M | +8.45%(+39.15K) | $31.52(+28.30%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.38% | 23.8K | $17.8M | +19.04%(+3.81K) | $600.21(+29.51%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 5.26% | 417.3K | $17.4M | +10.07%(+38.19K) | $35.65(+19.62%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.64% | 378.1K | $15.4M | +6.63%(+23.52K) | $29.08(+35.50%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.01% | 186.5K | $13.3M | +11.46%(+19.18K) | $56.13(+30.03%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.67% | 274.3K | $12.2M | -0.60%(-1.66K) | $34.44(+33.54%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 3.6% | 484.1K | $11.9M | +5.56%(+25.51K) | $24.90(-2.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.73% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.10% |
Foundation Wealth Management, LLC\PA reports $331.34M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are VTI (12.7%), VCIT (9.4%) and VCSH (5.9%). The top 20 holdings account for 77.51% of reported assets. Its disclosed equity book has returned +21.73% cumulatively over 6 quarters. 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\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