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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$277B
$3.53 Billion 1.28% of portfolio
38,411
Q2 2025 Added 0.09%
$4.3T
$1.4 Billion 0.51% of portfolio
5,151
Q4 2025 Reduced 6.52%
$235B
$604 Million 0.22% of portfolio
5,739
Q3 2025 Reduced 0.26%
$522B
$604 Million 0.22% of portfolio
2,920
Q4 2025 Reduced 2.11%
$465B
$601 Million 0.22% of portfolio
3,224
Q4 2025 Reduced 11.74%
$300B
$601 Million 0.22% of portfolio
1,820
Q4 2025 Reduced 0.55%
$881B
$558 Million 0.2% of portfolio
1,732
Q4 2025 Reduced 2.59%
$3.78T
$515 Million 0.19% of portfolio
1,064
Q4 2025 Reduced 16.61%
$346B
$373 Million 0.14% of portfolio
2,606
Q4 2025 Reduced 15.47%
$2.39T
$350 Million 0.13% of portfolio
1,516
Q4 2025 Reduced 2.57%
$490B
$331 Million 0.12% of portfolio
2,750
Q4 2025 Added 0.04%
$1.65T
$308 Million 0.11% of portfolio
985
Q3 2025 Reduced 15.45%
$319B
$297 Million 0.11% of portfolio
3,850
Q4 2025 Added 1.21%
$1.37T
$231 Million 0.08% of portfolio
349
Q2 2025 New
$279B
$219 Million 0.08% of portfolio
1,965
Q4 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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