§ 13F · FUND PROFILE
Foundation Wealth Management, LLC\PA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $231.2T (13F)Positions · 94Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$218.9B 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 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 98K | $32.7T | 11.9% | +25% |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 337K | $28.2T | 10.2% | +35% |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 205K | $16.3T | 5.9% | +23% |
| 4 | IVV | ISHARES TR | 20K | $13.8T | 5.0% | −1% |
| 5 | DFSV | DIMENSIONAL ETF TRUST | 400K | $13.2T | 4.8% | +20% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 333K | $12.6T | 4.6% | +17% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 287K | $11.4T | 4.1% | −12% |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 325K | $10.8T | 3.9% | +8% |
| 9 | SCHR | SCHWAB STRATEGIC TR | 423K | $10.6T | 3.9% | +22% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 145K | $9.0T | 3.3% | +19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOUNDATION SIGNAL
AC read
Foundation Wealth Management, LLC\PA is a Other fund managing $231182.4 trillion in assets. The fund runs a portfolio of 94 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