Foundation Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Foundation Wealth Management, LLC held in its portfolio 41 assets valued at $151,937,767 (i.e. $151.94M).
The most valuable assets in the portfolio included: ISHARES TR ($41.50M), ISHARES TR ($38.56M), and ISHARES TR ($6.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 41 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Foundation Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 336363 | 41500381 | S&P 500 GRWT ETF |
| ISHARES TR | 181515 | 38562859 | S&P 500 VAL ETF |
| ISHARES TR | 37323 | 6771437 | RUS 2000 VAL ETF |
| ISHARES TR | 47753 | 6287769 | S&P MC 400VL ETF |
| ISHARES TR | 18438 | 5970034 | RUS 2000 GRW ETF |
| APPLE INC | 14670 | 3988850 | COM |
| ISHARES TR | 54222 | 3873768 | EAFE VALUE ETF |
| ISHARES BITCOIN TRUST ETF | 75629 | 3764098 | SHS BEN INT |
| ISHARES TR | 61649 | 3374342 | MSCI EMG MKT ETF |
| BERKSHIRE HATHAWAY INC DEL | 6146 | 3093177 | CL B NEW |
| ISHARES TR | 23116 | 2635981 | EAFE GRWTH ETF |
| ISHARES TR | 22699 | 2201239 | S&P MC 400GR ETF |
| ISHARES TR | 25396 | 1969897 | EAFE SML CP ETF |
| ALPHABET INC | 5886 | 1842614 | CAP STK CL A |
| ISHARES TR | 72357 | 1842566 | IBDS DEC28 ETF |
| MICROSOFT CORP | 3351 | 1622330 | COM |
| ISHARES TR | 15940 | 1498921 | U.S. REAL ES ETF |
| ISHARES TR | 27845 | 1324611 | U.S. ENERGY ETF |
| GRAYSCALE BITCOIN MINI TR ET | 33514 | 1298713 | SHS NEW |
| ISHARES TR | 48060 | 1199827 | GLOBAL REIT ETF |
| ALPHABET INC | 3245 | 1018761 | CAP STK CL C |
| AON PLC | 2644 | 933237 | SHS CL A |
| PALANTIR TECHNOLOGIES INC | 4520 | 803430 | CL A |
| ISHARES TR | 27893 | 653197 | IBONDS DEC 29 |
| ISHARES TR | 29225 | 645285 | IBONDS DEC 2030 |
| JPMORGAN CHASE & CO. | 1980 | 638811 | COM |
| COSTCO WHSL CORP NEW | 691 | 598211 | COM |
| NVIDIA CORPORATION | 3027 | 565130 | COM |
| DISNEY WALT CO | 4963 | 564836 | COM |
| ISHARES GOLD TR | 5876 | 477002 | ISHARES NEW |
| GRAYSCALE BITCOIN TRUST ETF | 6647 | 454389 | SHS REP COM UT |
| VANGUARD INDEX FDS | 832 | 406387 | GROWTH ETF |
| VANGUARD SCOTTSDALE FDS | 3250 | 395693 | VNG RUS1000GRW |
| AUTOZONE INC | 100 | 339150 | COM |
| ISHARES TR | 14285 | 302246 | IBONDS DEC 2031 |
| GARMIN LTD | 1408 | 285613 | SHS |
| INTERNATIONAL BUSINESS MACHS | 919 | 272670 | COM |
| ISHARES TR | 1981 | 271334 | RUS MD CP GR ETF |
| ISHARES TR | 2686 | 240370 | CORE MSCI EAFE |
| ISHARES TR | 1659 | 234254 | RUS MDCP VAL ETF |
| ABBVIE INC | 909 | 207822 | COM |
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