§ 13F · FUND PROFILE
Foundations Investment Advisors, LLC.
AUM · $9.7B (13F)Positions · 1687Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$617M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 428K | $320M | 3.3% | +115% |
| 2 | IVW | ISHARES TR | 2.10M | $288M | 3.0% | +6% |
| 3 | IVE | ISHARES TR | 1.06M | $240M | 2.5% | +10% |
| 4 | SOXX | ISHARES TR | 352K | $226M | 2.3% | −12% |
| 5 | IUSB | ISHARES TR | 4.37M | $201M | 2.1% | +32% |
| 6 | AESR | HORIZON FDS | 8.90M | $185M | 1.9% | NEW |
| 7 | DYNF | BLACKROCK ETF TRUST | 2.61M | $177M | 1.8% | +10% |
| 8 | XLC | SELECT SECTOR SPDR TR | 1.55M | $166M | 1.7% | +27% |
| 9 | NVDA | NVIDIA CORPORATION | 722K | $144M | 1.5% | +7% |
| 10 | AAPL | APPLE INC | 401K | $116M | 1.2% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOUNDATIONS SIGNAL
AC read
Foundations Investment Advisors, LLC is a Other fund managing $9.7 billion in assets. The fund runs a massive portfolio of 1,687 positions.
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