Foundation Wealth Management, LLC\PA 13F Holdings · Q2 2026
Foundation Wealth Management, LLC\PA reported 105 securities worth $331.34M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (12.71%), VCIT (9.41%), VCSH (5.91%). Among its top 25 positions this quarter: 16 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $42.1M | 12.71% | 113,838 | Added |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $31.2M | 9.41% | 377,159 | Added |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $19.6M | 5.91% | 247,930 | Added |
| 4 | DFSV | DIMENSIONAL ETF TRUST | $19.5M | 5.88% | 502,590 | Added |
| 5 | IVV | ISHARES TR | $17.8M | 5.38% | 23,813 | Added |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $17.4M | 5.26% | 417,293 | Added |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $15.4M | 4.64% | 378,142 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $13.3M | 4.01% | 186,479 | Added |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $12.2M | 3.67% | 274,292 | Trimmed |
| 10 | SCHR | SCHWAB STRATEGIC TR | $11.9M | 3.60% | 484,135 | Added |
| 11 | EFA | ISHARES TR | $9.4M | 2.85% | 90,900 | Added |
| 12 | BSV | VANGUARD BD INDEX FDS | $7.4M | 2.24% | 95,085 | Trimmed |
| 13 | DIHP | DIMENSIONAL ETF TRUST | $6.5M | 1.95% | 189,520 | Added |
| 14 | DISV | DIMENSIONAL ETF TRUST | $6.3M | 1.90% | 156,627 | Added |
| 15 | IWF | ISHARES TR | $5.8M | 1.76% | 46,971 | Added |
| 16 | VEU | VANGUARD INTL EQUITY INDEX F | $4.8M | 1.45% | 57,376 | Trimmed |
| 17 | IWD | ISHARES TR | $4.5M | 1.35% | 18,389 | Trimmed |
| 18 | DFIC | DIMENSIONAL ETF TRUST | $4.0M | 1.22% | 108,608 | Added |
| 19 | IWN | ISHARES TR | $4.0M | 1.22% | 18,209 | Trimmed |
| 20 | AZN | ASTRAZENECA PLC | $3.6M | 1.10% | 19,136 | Added |
| 21 | IWV | ISHARES TR | $3.6M | 1.10% | 8,541 | Trimmed |
| 22 | DFUV | DIMENSIONAL ETF TRUST | $3.0M | 0.89% | 53,781 | Hold |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $2.9M | 0.89% | 49,369 | Trimmed |
| 24 | IWB | ISHARES TR | $2.9M | 0.86% | 6,979 | Hold |
| 25 | DFSU | DIMENSIONAL ETF TRUST | $2.8M | 0.85% | 60,566 | 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