The Analysis of Foundation Wealth Management, LLC's Holdings
Currently, Foundation Wealth Management, LLC holds 46 types of securities in its portfolio with a total value $156.5M. In the most recent quarter, they have increased their positions in IWN (+10.8K shares, valued at $1.9M), IVE (+7.1K shares, valued at $1.5M), AON (+2.6K shares, valued at $941.0K); decreased their positions in IVW (-9.6K shares, valued at $1.2M), SCZ (-6.6K shares, valued at $505.1K), IWO (-860 shares, valued at $275.2K); initiated new positions in AON (+2.6K shares, valued at $941.0K), MO (+3.6K shares, valued at $237.5K), ABBV (+903 shares, valued at $209.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVW ISHARES TR353.8K shares-2.65%2025-09-302025-10-28
IVE ISHARES TR184.9K shares3.99%2025-09-302025-10-28 IWN ISHARES TR38.3K shares39.33%2025-09-302025-10-28 IJJ ISHARES TR49.1K shares1.03%2025-09-302025-10-28 IWO ISHARES TR19.1K shares-4.30%2025-09-302025-10-28 IBIT ISHARES BITCOIN TRUST ETF92.9K shares4.51%2025-09-302025-10-28 EFV ISHARES TR57.2K shares-3.71%2025-09-302025-10-28 AAPL APPLE INC15.1K shares0.00%2025-09-302025-10-28 IBDR ISHARES TR153.6K shares-0.08%2025-09-302025-10-28 EEM ISHARES TR63.4K shares-0.95%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL6.2K shares-0.21%2025-09-302025-10-28 IBDS ISHARES TR122.9K shares-0.22%2025-09-302025-10-28 IBDQ ISHARES TR113.3K shares-3.46%2025-09-302025-10-28 EFG ISHARES TR24.2K shares-1.99%2025-09-302025-10-28 IJK ISHARES TR23.1K shares4.97%2025-09-302025-10-28 MSFT MICROSOFT CORP3.4K shares-6.46%2025-09-302025-10-28 IBDT ISHARES TR65.2K shares4.44%2025-09-302025-10-28 IYR ISHARES TR16.2K shares0.15%2025-09-302025-10-28 SCZ ISHARES TR20.4K shares-24.39%2025-09-302025-10-28 GOOGL ALPHABET INC6.1K shares0.02%2025-09-302025-10-28 IYE ISHARES TR29.1K shares-1.23%2025-09-302025-10-28 REET ISHARES TR49.6K shares1.69%2025-09-302025-10-28 AON AON PLC2.6K sharesnew addition2025-09-302025-10-28 GOOG ALPHABET INC3.5K shares-4.82%2025-09-302025-10-28 PLTR PALANTIR TECHNOLOGIES INC4.5K shares0.00%2025-09-302025-10-28 COST COSTCO WHSL CORP NEW699 shares0.14%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.2.0K shares1.30%2025-09-302025-10-28 GBTC GRAYSCALE BITCOIN TRUST ETF6.6K shares0.00%2025-09-302025-10-28 DIS DISNEY WALT CO5.0K shares-15.00%2025-09-302025-10-28 NVDA NVIDIA CORPORATION2.9K shares-33.19%2025-09-302025-10-28 IBDU ISHARES TR21.9K shares12.15%2025-09-302025-10-28 IBDV ISHARES TR22.2K shares18.06%2025-09-302025-10-28 VONG VANGUARD SCOTTSDALE FDS4.1K shares-9.24%2025-09-302025-10-28 AZO AUTOZONE INC100 shares0.00%2025-09-302025-10-28 IAU ISHARES GOLD TR5.9K shares0.00%2025-09-302025-10-28 VUG VANGUARD INDEX FDS834 shares0.00%2025-09-302025-10-28 GRMN GARMIN LTD1.4K shares0.00%2025-09-302025-10-28 IWP ISHARES TR2.1K shares0.00%2025-09-302025-10-28 IBM INTERNATIONAL BUSINESS MACHS865 shares9.08%2025-09-302025-10-28 AMZN AMAZON COM INC1.1K shares-7.32%2025-09-302025-10-28 MO ALTRIA GROUP INC3.6K sharesnew addition2025-09-302025-10-28 IWS ISHARES TR1.7K shares0.00%2025-09-302025-10-28 IEFA ISHARES TR2.6K shares-15.02%2025-09-302025-10-28 META META PLATFORMS INC299 shares-20.05%2025-09-302025-10-28 ABBV ABBVIE INC903 sharesnew addition2025-09-302025-10-28 PRTA PROTHENA CORP PLC19.5K shares0.00%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available