StockDriftsStockDriftsTop 50 Foundations Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 3.78% | 490.5K | $367.3M | +114.55%(+261.89K) | $647.28(+20.34%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.41% | 2.41M | $331.5M | +5.88%(+133.89K) | $91.80(+54.27%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.87% | 1.23M | $278.3M | +10.25%(+113.91K) | $191.59(+23.76%) | 2026-06-30 | |
| SOXX | ISHARES TR | 2.4% | 364.2K | $233.4M | -12.49%(-52.00K) | $261.83(+115.39%) | 2026-06-30 | |
| IUSB | ISHARES TR | 2.37% | 4.99M | $230.5M | +32.24%(+1.22M) | $46.97(-3.23%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.08% | 2.97M | $202.0M | +10.30%(+277.30K) | $48.64(+44.26%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.86% | 900.6K | $180.2M | +6.96%(+58.63K) | $97.26(+132.44%) | 2026-06-30 | |
| XLC | SELECT SECTOR SPDR TR | 1.77% | 1.60M | $171.7M | +26.78%(+338.48K) | $96.11(+17.52%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.4% | 469.9K | $136.0M | +6.42%(+28.36K) | $181.69(+68.08%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 1.31% | 3.46M | $126.8M | +9.91%(+312.38K) | $31.82(+17.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.16% | +52.72% | +4.97% | +27.43% |
| Top 20 Holdings Unweighted | +16.10% | +56.51% | +6.92% | +39.73% |
Foundations Investment Advisors LLC reports $9.72B in US-listed equity holdings across 1,197 positions in its most recent 13F filing. Its largest disclosed positions are IVV (3.8%), IVW (3.4%) and IVE (2.9%). The top 20 holdings account for 33.59% of reported assets. Its disclosed equity book has returned +52.72% 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 Foundations Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1743404). View Foundations Investment Advisors LLC’s 13F filings on SEC