§ 13F · FUND PROFILE
Foundation Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $156M (13F)Positions · 46Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$396K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 182K | $38M | 26.0% | ±0% |
| 2 | IVW | ISHARES TR | 338K | $38M | 25.8% | +1% |
| 3 | IJJ | ISHARES TR | 53K | $7M | 4.8% | +12% |
| 4 | IWN | ISHARES TR | 37K | $7M | 4.7% | −1% |
| 5 | IWO | ISHARES TR | 18K | $6M | 3.8% | −2% |
| 6 | EFV | ISHARES TR | 53K | $4M | 2.6% | −3% |
| 7 | IBIT | ISHARES BITCOIN TRUST ETF | 97K | $4M | 2.5% | +28% |
| 8 | IBDR | ISHARES TR | 153K | $4M | 2.5% | −1% |
| 9 | AAPL | APPLE INC | 14K | $4M | 2.4% | −6% |
| 10 | EEM | ISHARES TR | 60K | $3M | 2.3% | −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 $156 million in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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