§ 13F · FUND PROFILE
Foundation Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $143.6T (13F)Positions · 44Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 336K | $41.5T | 27.3% | −5% |
| 2 | IVE | ISHARES TR | 182K | $38.6T | 25.4% | −2% |
| 3 | IWN | ISHARES TR | 37K | $6.8T | 4.5% | −2% |
| 4 | IJJ | ISHARES TR | 48K | $6.3T | 4.1% | −3% |
| 5 | IWO | ISHARES TR | 18K | $6.0T | 3.9% | −4% |
| 6 | AAPL | APPLE INC | 15K | $4.0T | 2.6% | −3% |
| 7 | EFV | ISHARES TR | 54K | $3.9T | 2.5% | −5% |
| 8 | IBIT | ISHARES BITCOIN TRUST ETF | 76K | $3.8T | 2.5% | −19% |
| 9 | IBDR | ISHARES TR | 154K | $3.7T | 2.5% | ±0% |
| 10 | EEM | ISHARES TR | 62K | $3.4T | 2.2% | −3% |
§ 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 $143557.4 trillion in assets. The fund runs a portfolio of 44 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed