Foundation Wealth Management Llc\Pa 13F Filing for Q1 2026

Top Buys

Q1 2026

1. VTI Vanguard Total Stock Market Etf

+$2.97 M

2. DFSV Dimensional Us Small Cap Value Etf

+$2.22 M

3. VCIT Vanguard Intermediate-Term Corporate Bond Etf

+$1.78 M

4. DUHP Dimensional Us High Profitability Etf

+$1.71 M

5. VCSH Vanguard Short-Term Corporate Bond Etf

+$1.63 M

Top Sells

Q1 2026

1. VNQ Vanguard Real Estate Etf

−$619,571.65

2. DFAC Dimensional Us Core Equity 2 Etf

−$436,981.23

3. DFEV Dimensional Emerging Markets Value Etf

−$364,845.85

4. DFSD Dimensional Short-Duration Fixed Income Etf

−$363,409.26

5. IJR Ishares Core S&P Small Cap Etf

−$230,968.01

Stocks/ETFs

+3.74%

$283.52 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Foundation Wealth Management, Llc\Pa filed its 13F report for Q1 2026 on April 22, 2026. The portfolio totaled 283.52 M reflecting a +2.88% change from the prior quarter, spanning 91 assets. The top 10 holdings comprised 60.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 2 complete exits.

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Issuer Name	Class	Value	Shares	Option Type

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FAQs for Foundation Wealth Management Llc\Pa’s Q1 2026 Filing

Foundation Wealth Management Llc\Pa submitted their Form 13F-HR for the Q1 2026 period on 04/22/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Foundation Wealth Management Llc\Pa reported a managed portfolio value of 283.52 M, consisting of 91 individual positions.

This page displays the raw filing documents. To see which stocks Foundation Wealth Management Llc\Pa bought or sold during Q1 2026, please visit Foundation Wealth Management Llc\Pa's Portfolio Analysis page.

Foundation Wealth Management Llc\Pa - Q1 2026 13F Filings