Foundation Wealth Management, LLC\PA - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Foundation Wealth Management, LLC\PA held in its portfolio 91 assets valued at $275,582,919 (i.e. $275.58M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($32.72M), VANGUARD SCOTTSDALE FDS ($28.21M), and VANGUARD SCOTTSDALE FDS ($16.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 91 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Foundation Wealth Management, LLC\PA - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 97597 | 32721271 | TOTAL STK MKT |
| VANGUARD SCOTTSDALE FDS | 336870 | 28212839 | INT-TERM CORP |
| VANGUARD SCOTTSDALE FDS | 204785 | 16327503 | SHRT TRM CORP BD |
| ISHARES TR | 20129 | 13786853 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 400037 | 13157208 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 332563 | 12647368 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 287195 | 11370032 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 325185 | 10757125 | EMERGING MKTS CO |
| SCHWAB STRATEGIC TR | 423222 | 10614413 | INT-TRM U.S TRES |
| VANGUARD TAX-MANAGED FDS | 144656 | 9036631 | VAN FTSE DEV MKT |
| ISHARES TR | 80690 | 7748686 | MSCI EAFE ETF |
| VANGUARD BD INDEX FDS | 98206 | 7739627 | SHORT TRM BOND |
| ISHARES TR | 12910 | 6110131 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 139457 | 5299363 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 163737 | 5184740 | INTL HIGH PROFIT |
| SPDR SERIES TRUST | 68337 | 4773249 | STATE STREET SPD |
| VANGUARD INTL EQUITY INDEX F | 59952 | 4410040 | ALLWRLD EX US |
| ISHARES TR | 18685 | 3930240 | RUS 1000 VAL ETF |
| DIMENSIONAL ETF TRUST | 113436 | 3908996 | INTL CORE EQUITY |
| ASTRAZENECA PLC | 38411 | 3531123 | SPONSORED ADR |
| ISHARES TR | 19021 | 3446736 | RUS 2000 VAL ETF |
| ISHARES TR | 8768 | 3391901 | RUSSELL 3000 ETF |
| VANGUARD INDEX FDS | 33629 | 2975843 | REAL ESTATE ETF |
| VANGUARD INTL EQUITY INDEX F | 53056 | 2852291 | FTSE EMR MKT ETF |
| ISHARES TR | 6979 | 2606238 | RUS 1000 ETF |
| DIMENSIONAL ETF TRUST | 59745 | 2594738 | US SUSTAINABILTY |
| ISHARES TR | 33246 | 2577562 | EAFE SML CP ETF |
| DIMENSIONAL ETF TRUST | 54348 | 2532087 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 52743 | 2529027 | SHORT DURATION F |
| ISHARES TR | 9250 | 2277068 | RUSSELL 2000 ETF |
| ISHARES TR | 18670 | 2243761 | CORE S&P SCP ETF |
| VANGUARD INTL EQUITY INDEX F | 15288 | 2191166 | FTSE SMCAP ETF |
| ISHARES TR | 5632 | 1819247 | RUS 2000 GRW ETF |
| ISHARES TR | 21229 | 1515981 | EAFE VALUE ETF |
| VANGUARD MALVERN FDS | 28508 | 1410026 | STRM INFPROIDX |
| APPLE INC | 5151 | 1400479 | COM |
| DIMENSIONAL ETF TRUST | 27858 | 1390103 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 23095 | 1375069 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 33627 | 1100612 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 25151 | 848587 | EMERGING MKTS VA |
| VANGUARD INDEX FDS | 4347 | 830234 | VALUE ETF |
| SPDR S&P 500 ETF TR | 1163 | 793073 | TR UNIT |
| SCHWAB STRATEGIC TR | 28299 | 761526 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 28046 | 735647 | US BRD MKT ETF |
| ISHARES TR | 5017 | 687028 | RUS MD CP GR ETF |
| DIMENSIONAL ETF TRUST | 17547 | 668705 | INTL CORE EQT MK |
| ISHARES TR | 3114 | 660386 | S&P 500 VAL ETF |
| DIMENSIONAL ETF TRUST | 23898 | 631393 | GLOBAL REAL EST |
| AMERICAN CENTY ETF TR | 6173 | 629523 | US SML CP VALU |
| JOHNSON & JOHNSON | 2920 | 604294 | COM |
| MERCK & CO INC | 5739 | 604087 | COM |
| NVIDIA CORPORATION | 3224 | 601301 | COM |
| UNITEDHEALTH GROUP INC | 1820 | 600800 | COM |
| DIMENSIONAL ETF TRUST | 13857 | 593721 | INTERNATIONAL |
| GALLAGHER ARTHUR J & CO | 2271 | 587712 | COM |
| JPMORGAN CHASE & CO. | 1732 | 558202 | COM |
| SPDR INDEX SHS FDS | 11824 | 553472 | PORTFOLIO EMG MK |
| MICROSOFT CORP | 1064 | 514654 | COM |
| DIMENSIONAL ETF TRUST | 14926 | 510618 | US LARGE CAP VAL |
| VANGUARD WORLD FD | 557 | 419855 | INF TECH ETF |
| DIMENSIONAL ETF TRUST | 11753 | 382801 | EMGR CRE EQT MNG |
| PROCTER AND GAMBLE CO | 2606 | 373400 | COM |
| VANGUARD INDEX FDS | 748 | 364919 | GROWTH ETF |
| ISHARES TR | 3550 | 354574 | CORE US AGGBD ET |
| ISHARES TR | 3199 | 351571 | TIPS BD ETF |
| AMAZON COM INC | 1516 | 349923 | COM |
| SPDR INDEX SHS FDS | 7459 | 331254 | PORTFOLIO DEVLPD |
| EXXON MOBIL CORP | 2750 | 330933 | COM |
| DIMENSIONAL ETF TRUST | 4472 | 329288 | US CORE EQUITY 1 |
| VANGUARD INDEX FDS | 1245 | 321115 | SMALL CP ETF |
| VANGUARD INDEX FDS | 1090 | 316333 | MID CAP ETF |
| ALPHABET INC | 985 | 308444 | CAP STK CL A |
| CONSTELLATION ENERGY CORP | 847 | 299220 | COM |
| CISCO SYS INC | 3850 | 296559 | COM |
| VANGUARD BD INDEX FDS | 3568 | 277874 | INTERMED TERM |
| VANGUARD INDEX FDS | 1524 | 270312 | MCAP VL IDXVIP |
| INVESCO ACTIVELY MANAGED EXC | 5377 | 270194 | ULTRA SHRT DUR |
| VANGUARD INDEX FDS | 1266 | 268126 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 6393 | 265181 | EMERGING MARKETS |
| BROADCOM INC | 761 | 263382 | COM |
| ISHARES TR | 1743 | 245850 | RUS MDCP VAL ETF |
| META PLATFORMS INC | 349 | 230537 | CL A |
| ISHARES GOLD TR | 2812 | 228250 | ISHARES NEW |
| ISHARES TR | 2113 | 226274 | NATIONAL MUN ETF |
| BLACKSTONE INC | 1450 | 223503 | COM |
| VANGUARD BD INDEX FDS | 2999 | 222136 | TOTAL BND MRKT |
| ILLINOIS TOOL WKS INC | 898 | 221177 | COM |
| WALMART INC | 1965 | 218921 | COM |
| ISHARES TR | 1911 | 217319 | SP SMCP600VL ETF |
| ISHARES TR | 1949 | 207958 | SHRT NAT MUN ETF |
| TMC THE METALS COMPANY INC | 20000 | 123400 | COM |
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