§ 13F · FUND PROFILE
Foundation Wealth Management, LLC.
AUM · $169M (13F)Positions · 51Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 337K | $46M | 27.4% | ±0% |
| 2 | IVE | ISHARES TR | 184K | $42M | 24.8% | +1% |
| 3 | IJJ | ISHARES TR | 57K | $8M | 5.0% | +6% |
| 4 | IWN | ISHARES TR | 35K | $8M | 4.6% | −4% |
| 5 | IWO | ISHARES TR | 18K | $7M | 4.1% | −2% |
| 6 | EEM | ISHARES TR | 56K | $4M | 2.3% | −6% |
| 7 | SCZ | ISHARES TR | 46K | $4M | 2.2% | +28% |
| 8 | AAPL | APPLE INC | 13K | $4M | 2.2% | −6% |
| 9 | EFV | ISHARES TR | 49K | $4M | 2.2% | −7% |
| 10 | IBDR | ISHARES TR | 152K | $4M | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOUNDATION SIGNAL
AC read
Foundation Wealth Management, LLC is a Other fund managing $169 million in assets. The fund runs a portfolio of 51 positions.
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