§ 13F · FUND PROFILE
Foundation Wealth Management, LLC\PA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $258M (13F)Positions · 94Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M 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 APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 107K | $34M | 12.1% | +9% |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 358K | $30M | 10.5% | +6% |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 225K | $18M | 6.3% | +10% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 463K | $16M | 5.7% | +16% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 379K | $14M | 4.9% | +14% |
| 6 | IVV | ISHARES TR | 20K | $13M | 4.6% | −1% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 355K | $12M | 4.3% | +9% |
| 8 | SCHR | SCHWAB STRATEGIC TR | 459K | $11M | 4.0% | +8% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 276K | $11M | 3.8% | −4% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 167K | $11M | 3.8% | +16% |
§ 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 $258 million in assets. The fund runs a portfolio of 94 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