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The Analysis of Foundation Wealth Management, LLC's Holdings & P&L

Currently, Foundation Wealth Management, LLC holds 44 types of securities in its portfolio with a total value $148.0M. In the most recent quarter, they have increased their positions in SCZ (+10.7K shares, valued at $840.5K), IBIT (+21.5K shares, valued at $825.6K), IJJ (+5.7K shares, valued at $752.1K); decreased their positions in N/A (-2.6K shares, valued at $231.9K), AAPL (-860 shares, valued at $218.3K), N/A (-7.1K shares, valued at $213.5K); initiated new positions in IBDX (+8.3K shares, valued at $209.3K), PRTA (+19.2K shares, valued at $187.0K).

1M P&L

+5.8M+3.85%

3M P&L

+7.1M+4.74%

HY P&L

+12.6M+8.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A132.7M

94.3%

2Consumer Electronics3.5M

2.5%

3Software - Infrastructure1.7M

1.2%

Top Industries by Stock Count

1N/A27 stocks

71.1%

2Software - Infrastructure2 stocks

5.3%

3Consumer Electronics1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVE ISHARES TR182.2K shares0.36%2026-03-312026-05-04

IVW ISHARES TR338.2K shares0.53%2026-03-312026-05-04

IJJ ISHARES TR53.4K shares11.89%2026-03-312026-05-04

IWN ISHARES TR37.0K shares-0.94%2026-03-312026-05-04

IWO ISHARES TR18.1K shares-1.80%2026-03-312026-05-04

EFV ISHARES TR52.8K shares-2.71%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF97.1K shares28.41%2026-03-312026-05-04

IBDR ISHARES TR152.7K shares-0.86%2026-03-312026-05-04

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AAPL APPLE INC13.8K shares-5.86%2026-03-312026-05-04

EEM ISHARES TR59.9K shares-2.86%2026-03-312026-05-04

IBDS ISHARES TR136.8K shares1.51%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.1K shares0.03%2026-03-312026-05-04

SCZ ISHARES TR36.1K shares42.21%2026-03-312026-05-04

EFG ISHARES TR23.1K shares-0.23%2026-03-312026-05-04

IJK ISHARES TR24.5K shares8.00%2026-03-312026-05-04

IBDT ISHARES TR76.2K shares5.31%2026-03-312026-05-04

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IYE ISHARES TR27.5K shares-1.18%2026-03-312026-05-04

ALPHABET INC ALPHABET INC5.7K shares-3.40%2026-03-312026-05-04

IYR ISHARES TR16.0K shares0.25%2026-03-312026-05-04

REET ISHARES TR48.3K shares0.40%2026-03-312026-05-04

MSFT MICROSOFT CORP2.8K shares-15.46%2026-03-312026-05-04

AON PLC AON PLC2.7K shares0.26%2026-03-312026-05-04

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET26.4K shares-21.24%2026-03-312026-05-04

IBDV ISHARES TR34.7K shares18.75%2026-03-312026-05-04

Sponsored

ALPHABET INC ALPHABET INC2.5K shares-21.60%2026-03-312026-05-04

IBDU ISHARES TR30.0K shares7.60%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC4.5K shares0.00%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION593 shares-14.18%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO1.9K shares-4.24%2026-03-312026-05-04

DIS DISNEY WALT CO5.0K shares0.14%2026-03-312026-05-04

IBDW ISHARES TR17.7K shares23.79%2026-03-312026-05-04

VUG VANGUARD INDEX FDS834 shares0.24%2026-03-312026-05-04

Sponsored

VONG VANGUARD SCOTTSDALE FDS3.3K shares0.00%2026-03-312026-05-04

GBTC GRAYSCALE BITCOIN TRUST ETF6.6K shares0.00%2026-03-312026-05-04

NVDA NVIDIA CORPORATION2.0K shares-35.55%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR3.2K shares-44.78%2026-03-312026-05-04

GRMN GARMIN LTD1.1K shares-21.31%2026-03-312026-05-04

IWP ISHARES TR2.0K shares0.00%2026-03-312026-05-04

IEFA ISHARES TR2.7K shares0.04%2026-03-312026-05-04

IWS ISHARES TR1.7K shares0.12%2026-03-312026-05-04

Sponsored

AZO AUTOZONE INC70 shares-30.00%2026-03-312026-05-04

IBDX ISHARES TR8.3K sharesnew addition2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS865 shares-5.88%2026-03-312026-05-04

PRTA PROTHENA CORP PLC19.2K sharesnew addition2026-03-312026-05-04

IVE

ISHARES TR

0.36%

Shares182.2K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

0.53%

Shares338.2K

Event2026-03-31

Filed2026-05-04

IJJ

ISHARES TR

11.89%

Shares53.4K

Event2026-03-31

Filed2026-05-04

IWN

ISHARES TR

-0.94%

Shares37.0K

Event2026-03-31

Filed2026-05-04

IWO

ISHARES TR

-1.80%

Shares18.1K

Event2026-03-31

Filed2026-05-04

EFV

ISHARES TR

-2.71%

Shares52.8K

Event2026-03-31

Filed2026-05-04

IBIT

ISHARES BITCOIN TRUST ETF

28.41%

Shares97.1K

Event2026-03-31

Filed2026-05-04

IBDR

ISHARES TR

-0.86%

Shares152.7K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-5.86%

Shares13.8K

Event2026-03-31

Filed2026-05-04

EEM

ISHARES TR

-2.86%

Shares59.9K

Event2026-03-31

Filed2026-05-04

IBDS

ISHARES TR

1.51%

Shares136.8K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

0.03%

Shares6.1K

Event2026-03-31

Filed2026-05-04

SCZ

ISHARES TR

42.21%

Shares36.1K

Event2026-03-31

Filed2026-05-04

EFG

ISHARES TR

-0.23%

Shares23.1K

Event2026-03-31

Filed2026-05-04

IJK

ISHARES TR

8.00%

Shares24.5K

Event2026-03-31

Filed2026-05-04

IBDT

ISHARES TR

5.31%

Shares76.2K

Event2026-03-31

Filed2026-05-04

IYE

ISHARES TR

-1.18%

Shares27.5K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-3.40%

Shares5.7K

Event2026-03-31

Filed2026-05-04

IYR

ISHARES TR

0.25%

Shares16.0K

Event2026-03-31

Filed2026-05-04

REET

ISHARES TR

0.40%

Shares48.3K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

-15.46%

Shares2.8K

Event2026-03-31

Filed2026-05-04

AON PLC

0.26%

Shares2.7K

Event2026-03-31

Filed2026-05-04

GRAYSCALE BITCOIN MINI TR ET

-21.24%

Shares26.4K

Event2026-03-31

Filed2026-05-04

IBDV

ISHARES TR

18.75%

Shares34.7K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-21.60%

Shares2.5K

Event2026-03-31

Filed2026-05-04

IBDU

ISHARES TR

7.60%

Shares30.0K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

-14.18%

Shares593

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

-4.24%

Shares1.9K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

0.14%

Shares5.0K

Event2026-03-31

Filed2026-05-04

IBDW

ISHARES TR

23.79%

Shares17.7K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

0.24%

Shares834

Event2026-03-31

Filed2026-05-04

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-04

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-35.55%

Shares2.0K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

-44.78%

Shares3.2K

Event2026-03-31

Filed2026-05-04

GRMN

GARMIN LTD

-21.31%

Shares1.1K

Event2026-03-31

Filed2026-05-04

IWP

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

0.04%

Shares2.7K

Event2026-03-31

Filed2026-05-04

IWS

ISHARES TR

0.12%

Shares1.7K

Event2026-03-31

Filed2026-05-04

AZO

AUTOZONE INC

-30.00%

Shares70

Event2026-03-31

Filed2026-05-04

IBDX

ISHARES TR

New

Shares8.3K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

-5.88%

Shares865

Event2026-03-31

Filed2026-05-04

PRTA

PROTHENA CORP PLC

New

Shares19.2K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available