Foundation Wealth Management, Llc\Pa Portfolio Holdings

Foundation Wealth Management, Llc\Pa

  • $276 Billion
  • Q4 2025

Foundation Wealth Management, Llc\Pa has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $276 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $32.7B, Vanguard Intermediate Term Cor with a value of $28.2B, Vanguard Sht Term Corp Bd ETF with a value of $16.3B, Ishares Core S&P 500 ETF with a value of $13.8B, and Dimensional ETF Tr Dimensional with a value of $13.2B.

Examining the 13F form we can see an increase of $17.4B in the current position value, from $258B to 276B.

Foundation Wealth Management, Llc\Pa is based out at Media, PA

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

Portfolio value $276 Billion
ETFs: $257 Billion
Healthcare: $5.34 Billion
Technology: $3.08 Billion
Financial Services: $1.37 Billion
Consumer Defensive: $592 Million
Communication Services: $539 Million
Consumer Cyclical: $350 Million
Energy: $331 Million
Other: $644 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.7 Billion 11.87% of portfolio
97,597
Q4 2025 Added 25.34%
$0
$28.2 Billion 10.24% of portfolio
336,870
Q4 2025 Added 35.32%
$0
$16.3 Billion 5.92% of portfolio
204,785
Q4 2025 Added 23.42%
$0
$13.8 Billion 5.0% of portfolio
20,129
Q4 2025 Reduced 1.14%
$0
$13.2 Billion 4.77% of portfolio
400,037
Q4 2025 Added 19.89%
$0
$12.6 Billion 4.59% of portfolio
332,563
Q4 2025 Added 17.08%
$0
$11.4 Billion 4.13% of portfolio
287,195
Q4 2025 Reduced 11.9%
$0
$10.8 Billion 3.9% of portfolio
325,185
Q4 2025 Added 7.91%
$0
$10.6 Billion 3.85% of portfolio
423,222
Q4 2025 Added 21.9%
$0
$9.04 Billion 3.28% of portfolio
144,656
Q4 2025 Added 18.92%
$0
$7.75 Billion 2.81% of portfolio
80,690
Q4 2025 Added 1.21%
$0
$7.74 Billion 2.81% of portfolio
98,206
Q4 2025 Reduced 0.82%
$0
$6.11 Billion 2.22% of portfolio
12,910
Q4 2025 Reduced 1.86%
$0
$5.3 Billion 1.92% of portfolio
139,457
Q4 2025 Added 21.91%
$0
$5.18 Billion 1.88% of portfolio
163,737
Q4 2025 Added 10.04%
$0
$4.41 Billion 1.6% of portfolio
59,952
Q4 2025 Reduced 0.4%
$0
$3.91 Billion 1.42% of portfolio
113,436
Q4 2025 Reduced 5.13%
$277B
$3.53 Billion 1.28% of portfolio
38,411
Q2 2025 Added 0.09%
$0
$3.45 Billion 1.25% of portfolio
19,021
Q4 2025 Reduced 10.51%
$0
$3.39 Billion 1.23% of portfolio
8,768
Q4 2025 Reduced 5.58%
$0
$2.98 Billion 1.08% of portfolio
33,629
Q4 2025 Reduced 53.26%
$0
$2.85 Billion 1.04% of portfolio
53,056
Q4 2025 Reduced 3.88%
$0
$2.61 Billion 0.95% of portfolio
6,979
Q2 2025 Added 1.16%
-
$2.59 Billion 0.94% of portfolio
-
Q4 2025 Added 0.65%
$0
$2.58 Billion 0.94% of portfolio
33,246
Q4 2025 Reduced 16.23%
$0
$2.53 Billion 0.92% of portfolio
52,743
Q4 2025 Reduced 8.64%
$0
$2.53 Billion 0.92% of portfolio
54,348
Q4 2025 Reduced 1.35%
$0
$2.41 Billion 0.88% of portfolio
42,471
Q4 2025 Reduced 0.88%
$0
$2.28 Billion 0.83% of portfolio
9,250
Q4 2025 Reduced 4.32%
$0
$2.24 Billion 0.81% of portfolio
18,670
Q4 2025 Reduced 12.99%
$0
$2.19 Billion 0.8% of portfolio
15,288
Q4 2025 Reduced 24.77%
$0
$2.14 Billion 0.78% of portfolio
23,555
Q4 2025 Reduced 6.81%
$0
$1.82 Billion 0.66% of portfolio
5,632
Q4 2025 Reduced 30.72%
$0
$1.52 Billion 0.55% of portfolio
21,229
Q4 2025 Reduced 7.59%
$4.3T
$1.4 Billion 0.51% of portfolio
5,151
Q4 2025 Reduced 6.52%
$0
$1.41 Billion 0.51% of portfolio
28,508
Q4 2025 Reduced 65.48%
$0
$1.38 Billion 0.5% of portfolio
23,095
Q4 2025 Reduced 10.06%
$0
$1.39 Billion 0.5% of portfolio
27,858
Q4 2025 Reduced 1.38%
$0
$1.1 Billion 0.4% of portfolio
33,627
Q3 2025 Reduced 1.73%
$0
$849 Million 0.31% of portfolio
25,151
Q4 2025 Reduced 16.06%
$0
$830 Million 0.3% of portfolio
4,347
Q4 2025 Reduced 3.59%
$0
$793 Million 0.29% of portfolio
1,163
Q3 2025 Reduced 7.7%
$0
$762 Million 0.28% of portfolio
28,299
Q4 2024 New
$0
$736 Million 0.27% of portfolio
28,046
Q4 2025 Reduced 6.96%
$0
$687 Million 0.25% of portfolio
5,017
Q3 2025 Reduced 8.2%
$0
$669 Million 0.24% of portfolio
17,547
Q2 2025 Reduced 0.56%
$0
$660 Million 0.24% of portfolio
3,114
Q4 2024 New
Dimensional ETF Trust
-
$631 Million 0.23% of portfolio
-
Q4 2025 Reduced 14.89%
$0
$630 Million 0.23% of portfolio
6,173
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $276 Billion
  • Prior Value $258 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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