Foundation Wealth Management, LLC Portfolio Holdings

Foundation Wealth Management, LLC

  • $152 Billion
  • Q4 2025

Foundation Wealth Management, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $41.5B, Ishares S&P 500 Value ETF with a value of $38.6B, Ishares Russell2000 Val ETF with a value of $6.77B, Ishares S&P Midcap 400 Value E with a value of $6.29B, and Ishares Russell 2000 Gwt ETF with a value of $5.97B.

Examining the 13F form we can see an decrease of $4.53B in the current position value, from $156B to 152B.

Foundation Wealth Management, LLC is based out at Clayton, MO

Below you can find more details about Foundation Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $129 Billion
Technology: $7.54 Billion
Financial Services: $4.67 Billion
Communication Services: $3.43 Billion
Consumer Defensive: $598 Million
Consumer Cyclical: $339 Million
Healthcare: $208 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.5 Billion 27.31% of portfolio
336,363
Q4 2025 Reduced 4.93%
$0
$38.6 Billion 25.38% of portfolio
181,515
Q4 2025 Reduced 1.82%
$0
$6.77 Billion 4.46% of portfolio
37,323
Q4 2025 Reduced 2.48%
$0
$6.29 Billion 4.14% of portfolio
47,753
Q4 2025 Reduced 2.77%
$0
$5.97 Billion 3.93% of portfolio
18,438
Q4 2025 Reduced 3.67%
$4.3T
$3.99 Billion 2.63% of portfolio
14,670
Q4 2025 Reduced 2.65%
$0
$3.87 Billion 2.55% of portfolio
54,222
Q4 2025 Reduced 5.23%
Ishares Bitcoin Trust ETF
-
$3.76 Billion 2.48% of portfolio
-
Q4 2025 Reduced 18.61%
$0
$3.73 Billion 2.46% of portfolio
154,048
Q4 2025 Added 0.28%
$0
$3.37 Billion 2.22% of portfolio
61,649
Q4 2025 Reduced 2.8%
$0
$3.27 Billion 2.15% of portfolio
134,721
Q4 2025 Added 9.64%
$662B
$3.09 Billion 2.04% of portfolio
6,146
Q4 2025 Reduced 0.49%
$0
$2.64 Billion 1.73% of portfolio
23,116
Q4 2025 Reduced 4.4%
$0
$2.2 Billion 1.45% of portfolio
22,699
Q4 2025 Reduced 1.57%
$0
$1.97 Billion 1.3% of portfolio
25,396
Q4 2025 Added 24.44%
$1.65T
$1.84 Billion 1.21% of portfolio
5,886
Q4 2025 Reduced 4.14%
$3.78T
$1.62 Billion 1.07% of portfolio
3,351
Q4 2025 Reduced 2.76%
$0
$1.5 Billion 0.99% of portfolio
15,940
Q4 2025 Reduced 1.84%
$0
$1.32 Billion 0.87% of portfolio
27,845
Q4 2025 Reduced 4.22%
Grayscale Bitcoin Mini Tr Et
-
$1.3 Billion 0.85% of portfolio
-
Q4 2025 New
$0
$1.2 Billion 0.79% of portfolio
48,060
Q4 2025 Reduced 3.12%
$1.74T
$1.02 Billion 0.67% of portfolio
3,245
Q4 2025 Reduced 6.56%
$72.4B
$933 Million 0.61% of portfolio
2,644
Q4 2025 Added 0.19%
$342B
$803 Million 0.53% of portfolio
4,520
Q4 2024 Reduced 18.12%
$0
$653 Million 0.43% of portfolio
27,893
Q4 2025 Added 27.52%
$0
$645 Million 0.42% of portfolio
29,225
Q4 2025 Added 31.77%
$881B
$639 Million 0.42% of portfolio
1,980
Q4 2025 Reduced 2.37%
$404B
$598 Million 0.39% of portfolio
691
Q4 2025 Reduced 1.14%
$465B
$565 Million 0.37% of portfolio
3,027
Q4 2025 Added 5.25%
$193B
$565 Million 0.37% of portfolio
4,963
Q4 2025 Reduced 0.04%
$65.3B
$477 Million 0.31% of portfolio
5,876
Q4 2025 Reduced 0.02%
$51.1B
$454 Million 0.3% of portfolio
6,647
Q1 2024 New
$0
$406 Million 0.27% of portfolio
832
Q4 2025 Reduced 0.24%
$0
$396 Million 0.26% of portfolio
3,250
Q4 2025 Reduced 20.25%
$73.2B
$339 Million 0.22% of portfolio
100
Q4 2022 New
$0
$302 Million 0.2% of portfolio
14,285
Q4 2025 New
$37.2B
$286 Million 0.19% of portfolio
1,408
Q1 2025 Reduced 33.36%
$266B
$273 Million 0.18% of portfolio
919
Q4 2025 Added 6.24%
$0
$271 Million 0.18% of portfolio
1,981
Q4 2025 Reduced 3.46%
$0
$240 Million 0.16% of portfolio
2,686
Q4 2025 Added 1.9%
$0
$234 Million 0.15% of portfolio
1,659
Q4 2025 Reduced 0.12%
$414B
$208 Million 0.14% of portfolio
909
Q4 2025 Added 0.66%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $152 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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