Foundation Wealth Management, Llc\Pa Sells in Q4 2025

Foundation Wealth Management, Llc\Pa

  • $276 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-38.3K
- 53.26%
$88.13 - $92.69 $3.38M - $3.55M
33.6K $2.98B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-54.1K
- 65.48%
$49.98 - $50.22 $2.7M - $2.72M
28.5K $1.41B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-38.8K
- 11.9%
$37.61 - $39.41 $1.46M - $1.53M
287K $11.4B
TIP
Ishares Tr Tips Bd ETF

ETFs
-7.45K
- 69.95%
$110.58 - $112.2 $823K - $836K
3.2K $352M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2.5K
- 30.72%
$310.75 - $335.0 $776K - $836K
5.63K $1.82B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-5.03K
- 24.77%
$139.66 - $144.52 $703K - $728K
15.3K $2.19B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-6.44K
- 16.23%
$75.19 - $77.98 $484K - $502K
33.2K $2.58B
IWN
Ishares Russell2000 Val ETF

ETFs
-2.23K
- 10.51%
$172.34 - $181.51 $385K - $405K
19K $3.45B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.79K
- 12.99%
$114.27 - $121.15 $318K - $338K
18.7K $2.24B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-4.99K
- 8.64%
$48.17 - $48.5 $240K - $242K
52.7K $2.53B
MSFT
Microsoft Corp

Technology
-212
- 16.61%
$496.82 - $542.07 $105K - $115K
1.06K $515M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.14K
- 3.88%
$52.54 - $55.77 $113K - $119K
53.1K $2.85B
Dimensional ETF Trust
-4.18K
- 14.89%
N/A
23.9K $631M
AJG
Arthur J. Gallagher & Co.

Financial Services
-49
- 2.11%
$242.98 - $310.48 $11.9K - $15.2K
2.27K $588M
IWV
Ishares Russell 3000 ETF

ETFs
-518
- 5.58%
$371.33 - $389.89 $192K - $202K
8.77K $3.39B
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.58K
- 10.06%
$55.75 - $58.83 $144K - $152K
23.1K $1.38B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-4.81K
- 16.06%
$31.06 - $33.86 $149K - $163K
25.2K $849M
PG
Procter & Gamble CO

Consumer Defensive
-477
- 15.47%
$145.5 - $153.18 $69.4K - $73.1K
2.61K $373M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.72K
- 6.81%
$84.91 - $90.88 $146K - $156K
23.6K $2.14B
NVDA
Nvidia Corp

Technology
-429
- 11.74%
$179.83 - $207.04 $77.1K - $88.8K
3.22K $601M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-816
- 0.82%
$78.65 - $79.19 $64.2K - $64.6K
98.2K $7.74B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-672
- 15.92%
$99.87 - $101.27 $67.1K - $68.1K
3.55K $355M
IWM
Ishares Russell 2000 ETF

ETFs
-418
- 4.32%
$236.79 - $250.33 $99K - $105K
9.25K $2.28B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-245
- 1.86%
$459.47 - $491.71 $113K - $120K
12.9K $6.11B
EFV
Msci Eafe Value ETF

ETFs
-1.74K
- 7.59%
$66.73 - $70.99 $116K - $124K
21.2K $1.52B
VUG
Vanguard Growth ETF

ETFs
-97
- 11.48%
$470.44 - $504.26 $45.6K - $48.9K
748 $365M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.1K
- 6.96%
$25.2 - $26.46 $52.9K - $55.5K
28K $736M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-436
- 12.69%
$74.09 - $75.1 $32.3K - $32.7K
3K $222M
UNH
Unitedhealth Group Inc

Healthcare
-10
- 0.55%
$320.52 - $369.92 $3.21K - $3.7K
1.82K $601M
BX
Blackstone Inc.

Financial Services
-2
- 0.14%
$138.42 - $168.45 $277 - $337
1.45K $224M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-253
- 11.69%
$105.91 - $113.18 $26.8K - $28.6K
1.91K $217M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-342
- 2.81%
$45.45 - $48.31 $15.5K - $16.5K
11.8K $553M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-6.14K
- 5.13%
$32.24 - $33.72 $198K - $207K
113K $3.91B
VTV
Vanguard Value ETF

ETFs
-162
- 3.59%
$182.87 - $189.72 $29.6K - $30.7K
4.35K $830M
VBR
Vanguard Small Cap Value ETF

ETFs
-46
- 3.51%
$201.42 - $211.15 $9.27K - $9.71K
1.27K $268M
AAPL
Apple Inc.

Technology
-359
- 6.52%
$245.27 - $275.25 $88.1K - $98.8K
5.15K $1.4B
JPM
Jpmorgan Chase & CO

Financial Services
-46
- 2.59%
$294.11 - $320.41 $13.5K - $14.7K
1.73K $558M
AMZN
Amazon Com Inc

Consumer Cyclical
-40
- 2.57%
$213.04 - $254.0 $8.52K - $10.2K
1.52K $350M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-379
- 0.88%
$54.27 - $56.85 $20.6K - $21.5K
42.5K $2.41B
JNJ
Johnson & Johnson

Healthcare
-63
- 2.11%
$185.98 - $199.58 $11.7K - $12.6K
2.92K $604M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-745
- 1.35%
$43.57 - $45.71 $32.5K - $34.1K
54.3K $2.53B
DFIV
Dimensional ETF Tr

ETFs
-391
- 1.38%
$45.13 - $48.25 $17.6K - $18.9K
27.9K $1.39B
IWD
Ishares Russell 1000 Val ETF

ETFs
-126
- 0.67%
$199.44 - $208.01 $25.1K - $26.2K
18.7K $3.93B
VEU
Vanguard Ftse All World Ex Us

ETFs
-241
- 0.4%
$70.2 - $73.89 $16.9K - $17.8K
60K $4.41B
IVV
Ishares Core S&P 500 ETF

ETFs
-232
- 1.14%
$656.2 - $690.71 $152K - $160K
20.1K $13.8B
Activity Summary
Buys All Purchases 18 New Holdings 1 Increased Positions 17 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Foundation Wealth Management, Llc\Pa Portfolio

Follow Foundation Wealth Management, Llc\Pa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, Llc\Pa, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, Llc\Pa with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email