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Foundation Wealth Management Llc\Pa - Q2 2026 13F Filings

FO

Foundation Wealth Management, Llc\Pa

CIK: 0002011000
Address: Pennsylvania Media 9 West Third Street
$331.34 M
Portfolio Value
105
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/21/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. IWF Ishares Russell 1000 Growth Etf
+$4.3 M
2. IVV Ishares Core S&P 500 Etf
+$2.85 M
3. VTI Vanguard Total Stock Market Etf
+$2.58 M
4. VCSH Vanguard Short-Term Corporate Bond Etf
+$1.79 M
5. V Visa
+$1.76 M

Top Sells

Q2 2026
1. VNQ Vanguard Real Estate Etf
−$586,780.29
2. IAU Ishares Gold Trust
−$247,906
3. IWO Ishares Russell 2000 Growth Etf
−$236,392.73
4. SLYV Spdr S&P 600 Small Cap Value Etf
−$234,586.54
5. DFEV Dimensional Emerging Markets Value Etf
−$207,063.26

Asset Allocation

Stocks/ETFs
+16.87%
$331.34 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Foundation Wealth Management Llc\Pa Q2 2026 Filing Summary

Foundation Wealth Management, Llc\Pa filed its 13F report for Q2 2026 on July 21, 2026. The portfolio totaled 331.34 M reflecting a +16.87% change from the prior quarter, spanning 105 assets. The top 10 holdings comprised 60.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Foundation Wealth Management Llc\Pa’s Q2 2026 Filing

Foundation Wealth Management Llc\Pa submitted their Form 13F-HR for the Q2 2026 period on 07/21/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Foundation Wealth Management Llc\Pa reported a managed portfolio value of 331.34 M, consisting of 105 individual positions.

This page displays the raw filing documents. To see which stocks Foundation Wealth Management Llc\Pa bought or sold during Q2 2026, please visit Foundation Wealth Management Llc\Pa's Portfolio Analysis page.