The Analysis of Foundation Wealth Management, LLC\PA's Holdings
Currently, Foundation Wealth Management, LLC\PA holds 93 types of securities in its portfolio with a total value $275.6M. In the most recent quarter, they have increased their positions in VCIT (+87.9K shares, valued at $7.4M), VTI (+19.7K shares, valued at $6.6M), VCSH (+38.9K shares, valued at $3.1M); decreased their positions in VNQ (-38.3K shares, valued at $3.4M), VTIP (-54.1K shares, valued at $2.7M), DFAC (-38.8K shares, valued at $1.5M); initiated new positions in WMT (+2.0K shares, valued at $218.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS97.6K shares25.34%2025-12-312026-01-15
VCIT VANGUARD SCOTTSDALE FDS336.9K shares35.32%2025-12-312026-01-15 VCSH VANGUARD SCOTTSDALE FDS204.8K shares23.42%2025-12-312026-01-15 IVV ISHARES TR20.1K shares-1.14%2025-12-312026-01-15 DFSV DIMENSIONAL ETF TRUST400.0K shares19.89%2025-12-312026-01-15 DUHP DIMENSIONAL ETF TRUST332.6K shares17.08%2025-12-312026-01-15 DFAC DIMENSIONAL ETF TRUST287.2K shares-11.90%2025-12-312026-01-15 DFEM DIMENSIONAL ETF TRUST325.2K shares7.91%2025-12-312026-01-15 SCHR SCHWAB STRATEGIC TR423.2K shares21.90%2025-12-312026-01-15 VEA VANGUARD TAX-MANAGED FDS144.7K shares18.92%2025-12-312026-01-15 EFA ISHARES TR80.7K shares1.21%2025-12-312026-01-15 BSV VANGUARD BD INDEX FDS98.2K shares-0.82%2025-12-312026-01-15 IWF ISHARES TR12.9K shares-1.86%2025-12-312026-01-15 DISV DIMENSIONAL ETF TRUST139.5K shares21.91%2025-12-312026-01-15 DIHP DIMENSIONAL ETF TRUST163.7K shares10.04%2025-12-312026-01-15 VEU VANGUARD INTL EQUITY INDEX F60.0K shares-0.40%2025-12-312026-01-15 IWD ISHARES TR18.7K shares-0.67%2025-12-312026-01-15 DFIC DIMENSIONAL ETF TRUST113.4K shares-5.13%2025-12-312026-01-15 AZN ASTRAZENECA PLC38.4K shares0.00%2025-12-312026-01-15 IWN ISHARES TR19.0K shares-10.51%2025-12-312026-01-15 IWV ISHARES TR8.8K shares-5.58%2025-12-312026-01-15 VNQ VANGUARD INDEX FDS33.6K shares-53.26%2025-12-312026-01-15 VWO VANGUARD INTL EQUITY INDEX F53.1K shares-3.88%2025-12-312026-01-15 IWB ISHARES TR7.0K shares0.00%2025-12-312026-01-15 DFSU DIMENSIONAL ETF TRUST59.7K shares0.65%2025-12-312026-01-15 SCZ ISHARES TR33.2K shares-16.23%2025-12-312026-01-15 DFUV DIMENSIONAL ETF TRUST54.3K shares-1.35%2025-12-312026-01-15 DFSD DIMENSIONAL ETF TRUST52.7K shares-8.64%2025-12-312026-01-15 SPYV SPDR SERIES TRUST42.5K shares-0.88%2025-12-312026-01-15 IWM ISHARES TR9.3K shares-4.32%2025-12-312026-01-15 IJR ISHARES TR18.7K shares-12.99%2025-12-312026-01-15 VSS VANGUARD INTL EQUITY INDEX F15.3K shares-24.77%2025-12-312026-01-15 SLYV SPDR SERIES TRUST23.6K shares-6.81%2025-12-312026-01-15 IWO ISHARES TR5.6K shares-30.72%2025-12-312026-01-15 EFV ISHARES TR21.2K shares-7.59%2025-12-312026-01-15 VTIP VANGUARD MALVERN FDS28.5K shares-65.48%2025-12-312026-01-15 AAPL APPLE INC5.2K shares-6.52%2025-12-312026-01-15 DFIV DIMENSIONAL ETF TRUST27.9K shares-1.38%2025-12-312026-01-15 DFAT DIMENSIONAL ETF TRUST23.1K shares-10.06%2025-12-312026-01-15 DFAX DIMENSIONAL ETF TRUST33.6K shares0.00%2025-12-312026-01-15 DFEV DIMENSIONAL ETF TRUST25.2K shares-16.06%2025-12-312026-01-15 VTV VANGUARD INDEX FDS4.3K shares-3.59%2025-12-312026-01-15 SPY SPDR S&P 500 ETF TR1.2K shares0.00%2025-12-312026-01-15 SCHX SCHWAB STRATEGIC TR28.3K shares0.00%2025-12-312026-01-15 SCHB SCHWAB STRATEGIC TR28.0K shares-6.96%2025-12-312026-01-15 IWP ISHARES TR5.0K shares0.00%2025-12-312026-01-15 DFAI DIMENSIONAL ETF TRUST17.5K shares0.00%2025-12-312026-01-15 IVE ISHARES TR3.1K shares0.00%2025-12-312026-01-15 DFGR DIMENSIONAL ETF TRUST23.9K shares-14.89%2025-12-312026-01-15 AVUV AMERICAN CENTY ETF TR6.2K shares0.00%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON2.9K shares-2.11%2025-12-312026-01-15 NVDA NVIDIA CORPORATION3.2K shares-11.74%2025-12-312026-01-15 UNH UNITEDHEALTH GROUP INC1.8K shares-0.55%2025-12-312026-01-15 DFSI DIMENSIONAL ETF TRUST13.9K shares0.41%2025-12-312026-01-15 AJG GALLAGHER ARTHUR J & CO2.3K shares-2.11%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.1.7K shares-2.59%2025-12-312026-01-15 SPEM SPDR INDEX SHS FDS11.8K shares-2.81%2025-12-312026-01-15 MSFT MICROSOFT CORP1.1K shares-16.61%2025-12-312026-01-15 DFLV DIMENSIONAL ETF TRUST14.9K shares0.00%2025-12-312026-01-15 VGT VANGUARD WORLD FD557 shares0.00%2025-12-312026-01-15 DFAE DIMENSIONAL ETF TRUST11.8K shares30.14%2025-12-312026-01-15 PG PROCTER AND GAMBLE CO2.6K shares-15.47%2025-12-312026-01-15 VUG VANGUARD INDEX FDS748 shares-11.48%2025-12-312026-01-15 AGG ISHARES TR3.5K shares-15.92%2025-12-312026-01-15 TIP ISHARES TR3.2K shares-69.95%2025-12-312026-01-15 AMZN AMAZON COM INC1.5K shares-2.57%2025-12-312026-01-15 SPDW SPDR INDEX SHS FDS7.5K shares-44.35%2025-12-312026-01-15 XOM EXXON MOBIL CORP2.8K shares0.04%2025-12-312026-01-15 DCOR DIMENSIONAL ETF TRUST4.5K shares0.00%2025-12-312026-01-15 VB VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-15 VO VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-01-15 ALPHABET INC ALPHABET INC985 shares0.00%2025-12-312026-01-15 CEG CONSTELLATION ENERGY CORP847 shares0.00%2025-12-312026-01-15 CSCO CISCO SYS INC3.9K shares1.21%2025-12-312026-01-15 BIV VANGUARD BD INDEX FDS3.6K shares0.00%2025-12-312026-01-15 VOE VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-01-15 GSY INVESCO ACTIVELY MANAGED EXC5.4K shares0.00%2025-12-312026-01-15 VBR VANGUARD INDEX FDS1.3K shares-3.51%2025-12-312026-01-15 DFSE DIMENSIONAL ETF TRUST6.4K shares0.68%2025-12-312026-01-15 BROADCOM INC BROADCOM INC761 shares0.00%2025-12-312026-01-15 IWS ISHARES TR1.7K shares0.00%2025-12-312026-01-15 META META PLATFORMS INC349 shares0.00%2025-12-312026-01-15 MUB ISHARES TR2.1K shares0.00%2025-12-312026-01-15 BND VANGUARD BD INDEX FDS3.0K shares-12.69%2025-12-312026-01-15 ITW ILLINOIS TOOL WKS INC898 shares0.00%2025-12-312026-01-15 WMT WALMART INC2.0K sharesnew addition2025-12-312026-01-15 SLYG SPDR SERIES TRUST2.3K shares0.00%2025-12-312026-01-15 IJS ISHARES TR1.9K shares-11.69%2025-12-312026-01-15 SUB ISHARES TR1.9K shares0.00%2025-12-312026-01-15 TMC TMC THE METALS COMPANY INC20.0K shares0.00%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available