Foundation Wealth Management, LLC 13F Holdings · Q2 2026
Foundation Wealth Management, LLC reported 51 securities worth $169.08M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVW (27.41%), IVE (24.76%), IJJ (4.97%). Among its top 25 positions this quarter: 1 new, 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $46.3M | 27.41% | 336,974 | Trimmed |
| 2 | IVE | ISHARES TR | $41.9M | 24.76% | 184,393 | Added |
| 3 | IJJ | ISHARES TR | $8.4M | 4.97% | 56,830 | Added |
| 4 | IWN | ISHARES TR | $7.8M | 4.63% | 35,378 | Trimmed |
| 5 | IWO | ISHARES TR | $7.0M | 4.11% | 17,660 | Trimmed |
| 6 | EEM | ISHARES TR | $3.9M | 2.28% | 56,362 | Trimmed |
| 7 | SCZ | ISHARES TR | $3.8M | 2.24% | 46,093 | Added |
| 8 | AAPL | APPLE INC | $3.8M | 2.23% | 13,048 | Trimmed |
| 9 | EFV | ISHARES TR | $3.7M | 2.21% | 48,810 | Trimmed |
| 10 | IBDR | ISHARES TR | $3.7M | 2.17% | 0 | Trimmed |
| 11 | IBIT | ISHARES BITCOIN TRUST ETF | $3.6M | 2.14% | 108,535 | Added |
| 12 | IBDS | ISHARES TR | $3.4M | 2.02% | 0 | Added |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.1M | 1.82% | 6,138 | Trimmed |
| 14 | IJK | ISHARES TR | $2.9M | 1.73% | 24,932 | Added |
| 15 | EFG | ISHARES TR | $2.7M | 1.60% | 21,738 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $2.1M | 1.25% | 5,919 | Added |
| 17 | IBDT | ISHARES TR | $2.0M | 1.17% | 78,232 | Added |
| 18 | IYR | ISHARES TR | $1.6M | 0.92% | 15,201 | Trimmed |
| 19 | IYE | ISHARES TR | $1.4M | 0.85% | 25,534 | Trimmed |
| 20 | MU | MICRON TECHNOLOGY INC | $1.2M | 0.68% | 1,000 | New |
| 21 | REET | ISHARES TR | $1.1M | 0.68% | 41,619 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $1.0M | 0.61% | 2,770 | Trimmed |
| 23 | BTC | GRAYSCALE BITCOIN MINI TR ET | $1.0M | 0.60% | 38,858 | Added |
| 24 | GOOG | ALPHABET INC | $989,951 | 0.59% | 2,801 | Added |
| 25 | IBDV | ISHARES TR | $879,452 | 0.52% | 40,341 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR