Foundation Wealth Management, LLC Top Holdings and 13F Report (2025) About Foundation Wealth Management, LLCInvestment ActivityFoundation Wealth Management, LLC has $143.56 million in total holdings as of June 30, 2025.Foundation Wealth Management, LLC owns shares of 44 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.97% of the portfolio was purchased this quarter.About 0.87% of the portfolio was sold this quarter.This quarter, Foundation Wealth Management, LLC has purchased 44 new stocks and bought additional shares in 21 stocks.Foundation Wealth Management, LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares S&P 500 Growth ETF $40,014,991iShares S&P 500 Value ETF $34,744,535iShares S&P Mid-Cap 400 Value ETF $6,007,597iShares Russell 2000 Growth ETF $5,716,313ISHARES BITCOIN TRUST ETF $5,442,278 Largest New Holdings this Quarter 459200101 - International Business Machines $233,619 Holding Largest Purchases this Quarter iShares S&P Mid-Cap 400 Value ETF 9,711 shares (about $1.20M)iShares Russell 2000 Growth ETF 3,597 shares (about $1.03M)iShares Russell 2000 Value ETF 5,199 shares (about $820.20K)iShares S&P 500 Value ETF 3,072 shares (about $600.32K)iShares S&P 500 Growth ETF 4,248 shares (about $467.69K) Largest Sales this Quarter iShares MSCI EAFE Small-Cap ETF 5,006 shares (about $363.86K)iShares MSCI Emerging Markets ETF 4,065 shares (about $196.09K)iShares MSCI EAFE Value ETF 2,701 shares (about $171.46K)iShares MSCI EAFE Growth ETF 689 shares (about $77.17K)iShares U.S. Real Estate ETF 541 shares (about $51.26K) 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$40,014,991$467,691 ▲1.2%363,45327.9%ETFIVEiShares S&P 500 Value ETF$34,744,535$600,324 ▲1.8%177,79624.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$6,007,597$1,200,135 ▲25.0%48,6114.2%ETFIWOiShares Russell 2000 Growth ETF$5,716,313$1,028,079 ▲21.9%20,0004.0%ETFISHARES BITCOIN TRUST ETF$5,442,278$366,410 ▲7.2%88,9103.8%SHS BEN INTIWNiShares Russell 2000 Value ETF$4,333,389$820,201 ▲23.3%27,4683.0%ETFEFViShares MSCI EAFE Value ETF$3,771,979$171,459 ▼-4.3%59,4202.6%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$3,728,242$3,589 ▼-0.1%153,7442.6%ETFAAPLApple$3,091,506$3,898 ▼-0.1%15,0692.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$3,088,866$196,093 ▼-6.0%64,0322.2%FinanceBRK.BBerkshire Hathaway$3,006,285$28,659 ▼-0.9%6,1892.1%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$2,988,848$38,565 ▼-1.3%123,1492.1%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$2,954,808$2,392 ▲0.1%117,3462.1%ETFEFGiShares MSCI EAFE Growth ETF$2,763,346$77,170 ▼-2.7%24,6721.9%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$1,998,887$235,270 ▲13.3%21,9711.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,961,838$363,861 ▼-15.6%26,9911.4%ETFMSFTMicrosoft$1,832,721$42,783 ▲2.4%3,6841.3%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,587,138$483 ▲0.0%62,4351.1%ETFIYRiShares U.S. Real Estate ETF$1,536,416$51,264 ▼-3.2%16,2141.1%ETFIYEiShares U.S. Energy ETF$1,330,916$216,099 ▲19.4%29,4330.9%ETFREETiShares Global REIT ETF$1,204,929$19,463 ▼-1.6%48,7850.8%ETFGOOGLAlphabet$1,081,780$176 ▲0.0%6,1390.8%Computer and TechnologyDISWalt Disney$724,359$18,602 ▼-2.5%5,8410.5%Consumer DiscretionaryCOSTCostco Wholesale$691,184$35,648 ▼-4.9%6980.5%Retail/WholesaleNVDANVIDIA$680,041$281,020 ▲70.4%4,3050.5%Computer and TechnologyGOOGAlphabet$647,400$355 ▲0.1%3,6490.5%Computer and TechnologyPALANTIR TECHNOLOGIES INC$616,1660.0%4,5200.4%CL AJPMJPMorgan Chase & Co.$580,4510.0%2,0020.4%FinanceGRAYSCALE BITCOIN TRUST ETF$563,8650.0%6,6470.4%SHS REP COM UTVONGVanguard Russell 1000 Growth ETF$490,2580.0%4,4900.3%ETFXLKTechnology Select Sector SPDR Fund$462,829$760 ▲0.2%1,8280.3%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$455,020$15,654 ▲3.6%19,5040.3%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$412,908$55,853 ▲15.6%18,7850.3%ETFAZOAutoZone$371,2230.0%1000.3%Retail/WholesaleIAUiShares Gold Trust$366,464$105,630 ▲40.5%5,8770.3%FinanceVUGVanguard Growth ETF$365,1880.0%8340.3%ETFGRMNGarmin$293,8780.0%1,4080.2%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$284,5790.0%2,0520.2%ETFMETAMeta Platforms$275,901$16,229 ▲6.3%3740.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$258,953$4,591 ▲1.8%3,1020.2%ETFAMZNAmazon.com$257,817$3,511 ▲1.4%1,1750.2%Retail/WholesaleIBMInternational Business Machines$233,619$233,619 ▲New Holding7930.2%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$219,4560.0%1,6610.2%ETFPRTAProthena$118,1900.0%19,4710.1%MedicalIGEiShares North American Natural Resources ETF$0$238,485 ▼-100.0%00.0%ETFShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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