§ 13F · FUND PROFILE
Foundations Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6.9B (13F)Positions · 1047Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$290M 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 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 1.98M | $224M | 2.8% | +12% |
| 2 | IVE | ISHARES TR | 957K | $202M | 2.5% | +11% |
| 3 | IUSB | ISHARES TR | 3.30M | $153M | 1.9% | +12% |
| 4 | DYNF | BLACKROCK ETF TRUST | 2.36M | $137M | 1.7% | −17% |
| 5 | XLC | SELECT SECTOR SPDR TR | 1.22M | $136M | 1.7% | +8% |
| 6 | SOXX | ISHARES TR | 403K | $132M | 1.6% | +2% |
| 7 | IVV | ISHARES TR | 199K | $130M | 1.6% | +182% |
| 8 | EFV | ISHARES TR | 1.71M | $127M | 1.6% | +9% |
| 9 | AEMS | TWO RDS SHARED TR | 12.04M | $121M | 1.5% | +8% |
| 10 | NVDA | NVIDIA CORPORATION | 675K | $118M | 1.5% | +9% |
§ 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 $6.9 billion in assets. The fund runs a massive portfolio of 1,047 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