Foundation Wealth Management, LLC Top Holdings and 13F Report (2024) → Tech GIANT’s Plans to Revolutionize Crypto… (From Crypto 101 Media) (Ad) About Foundation Wealth Management, LLCInvestment ActivityFoundation Wealth Management, LLC has $122.68 million in total holdings as of March 31, 2024.Foundation Wealth Management, LLC owns shares of 39 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.93% of the portfolio was purchased this quarter.About 1.36% of the portfolio was sold this quarter.This quarter, Foundation Wealth Management, LLC has purchased 35 new stocks and bought additional shares in 8 stocks.Foundation Wealth Management, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $33,084,470iShares S&P 500 Value ETF $31,331,337iShares S&P Mid-Cap 400 Value ETF $5,019,928iShares Russell 2000 Growth ETF $4,943,664iShares iBonds Dec 2026 Term Corporate ETF $3,657,649 Largest New Holdings this Quarter GRAYSCALE BITCOIN TR BTC $419,891 HoldingExxon Mobil $278,511 HoldingiShares iBonds Dec 2029 Term Corporate ETF $232,988 HoldingAmazon.com $223,446 HoldingiShares Russell Mid-Cap Value ETF $208,146 Holding Largest Purchases this Quarter iShares S&P 500 Value ETF 10,398 shares (about $1.94M)iShares S&P 500 Growth ETF 12,146 shares (about $1.03M)GRAYSCALE BITCOIN TR BTC 6,647 shares (about $419.89K)Exxon Mobil 2,396 shares (about $278.51K)iShares iBonds Dec 2029 Term Corporate ETF 10,209 shares (about $232.99K) Largest Sales this Quarter Microsoft 488 shares (about $205.30K)iShares MSCI EAFE Small-Cap ETF 2,868 shares (about $181.64K)iShares S&P Mid-Cap 400 Growth ETF 1,372 shares (about $125.20K)iShares S&P Mid-Cap 400 Value ETF 975 shares (about $115.34K)iShares MSCI EAFE Growth ETF 1,015 shares (about $105.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFoundation Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$33,084,470$1,025,612 ▲3.2%391,80927.0%ETFIVEiShares S&P 500 Value ETF$31,331,337$1,942,481 ▲6.6%167,71525.5%ETFIJJiShares S&P Mid-Cap 400 Value ETF$5,019,928$115,339 ▼-2.2%42,4354.1%ETFIWOiShares Russell 2000 Growth ETF$4,943,664$85,301 ▼-1.7%18,2564.0%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$3,657,649$38,279 ▲1.1%153,3613.0%ETFEFViShares MSCI EAFE Value ETF$3,648,658$88,505 ▼-2.4%67,0743.0%ETFIWNiShares Russell 2000 Value ETF$3,604,926$87,348 ▲2.5%22,6992.9%ETFAAPLApple$3,216,062$30,180 ▼-0.9%18,7552.6%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$2,959,608$92,023 ▲3.2%119,2882.4%ETFEEMiShares MSCI Emerging Markets ETF$2,865,748$74,316 ▼-2.5%69,7582.3%FinanceEFGiShares MSCI EAFE Growth ETF$2,855,658$105,350 ▼-3.6%27,5132.3%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$2,827,606$89,799 ▲3.3%118,8052.3%ETFBRK.BBerkshire Hathaway$2,584,078$22,704 ▼-0.9%6,1462.1%FinanceIBDPiShares iBonds Dec 2024 Term Corporate ETF$2,391,834$58,769 ▼-2.4%95,4791.9%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,267,373$181,643 ▼-7.4%35,8001.8%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$1,824,552$125,202 ▼-6.4%19,9941.5%ETFIYRiShares U.S. Real Estate ETF$1,667,986$44,583 ▼-2.6%18,5571.4%ETFMSFTMicrosoft$1,549,423$205,300 ▼-11.7%3,6831.3%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,382,056$109,983 ▲8.6%55,4921.1%ETFREETiShares Global REIT ETF$1,323,538$26,118 ▼-1.9%55,8941.1%ETFIYEiShares U.S. Energy ETF$1,257,659$31,664 ▼-2.5%25,4601.0%ETFGOOGLAlphabet$1,035,464$34,108 ▲3.4%6,8610.8%Computer and TechnologyCOSTCostco Wholesale$695,679$14,661 ▼-2.1%9490.6%Retail/WholesaleGOOGAlphabet$596,8590.0%3,9200.5%Computer and TechnologyJPMJPMorgan Chase & Co.$470,1390.0%2,3470.4%FinanceGRAYSCALE BITCOIN TR BTC$419,891$419,891 ▲New Holding6,6470.3%SHS REP COM UTVONGVanguard Russell 1000 Growth ETF$389,1080.0%4,4900.3%ETFAZOAutoZone$315,1650.0%1000.3%Retail/WholesaleGRMNGarmin$314,5620.0%2,1130.3%Computer and TechnologyVUGVanguard Growth ETF$286,7180.0%8340.2%ETFXOMExxon Mobil$278,511$278,511 ▲New Holding2,3960.2%Oils/EnergyIAUiShares Gold Trust$252,0240.0%5,9990.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$234,2230.0%2,0520.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$232,988$232,988 ▲New Holding10,2090.2%ETFIGEiShares North American Natural Resources ETF$225,2240.0%5,0060.2%ETFAMZNAmazon.com$223,446$223,446 ▲New Holding1,2390.2%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$208,146$208,146 ▲New Holding1,6610.2%ETFUNHUnitedHealth Group$201,838$3,958 ▼-1.9%4080.2%MedicalNYCBNew York Community Bancorp$32,561$32,561 ▲New Holding10,1120.0%FinanceTSLATesla$0$238,843 ▼-100.0%00.0%Auto/Tires/TrucksNVDANVIDIA$0$216,496 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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