Sponsored

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

Currently, Foundation Wealth Management, LLC\PA holds 91 types of securities in its portfolio with a total value $283.5M. In the most recent quarter, they have increased their positions in N/A (+19.1K shares, valued at $3.8M), VTI (+9.3K shares, valued at $3.0M), DFSV (+63.4K shares, valued at $2.2M); decreased their positions in VNQ (-7.0K shares, valued at $619.6K), DFAC (-11.2K shares, valued at $437.0K), VTIP (-8.2K shares, valued at $409.3K); initiated new positions in N/A (+19.1K shares, valued at $3.8M).

1M P&L

-10.1M-3.23%

3M P&L

-14.5M-4.60%

HY P&L

+3.6M+1.22%

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/A271.3M

97.5%

2Consumer Electronics1.3M

0.5%

3Drug Manufacturers - General733.8K

0.3%

Top Industries by Stock Count

1N/A70 stocks

81.4%

2Internet Retail1 stocks

1.2%

3Consumer Electronics1 stocks

1.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS106.9K shares9.49%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS358.4K shares6.40%2026-03-312026-04-22

VCSH VANGUARD SCOTTSDALE FDS225.3K shares10.03%2026-03-312026-04-22

DFSV DIMENSIONAL ETF TRUST463.4K shares15.85%2026-03-312026-04-22

DUHP DIMENSIONAL ETF TRUST379.1K shares13.99%2026-03-312026-04-22

IVV ISHARES TR20.0K shares-0.62%2026-03-312026-04-22

DFEM DIMENSIONAL ETF TRUST354.6K shares9.05%2026-03-312026-04-22

SCHR SCHWAB STRATEGIC TR458.6K shares8.36%2026-03-312026-04-22

Sponsored

DFAC DIMENSIONAL ETF TRUST275.9K shares-3.92%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS167.3K shares15.66%2026-03-312026-04-22

EFA ISHARES TR79.7K shares-1.27%2026-03-312026-04-22

BSV VANGUARD BD INDEX FDS96.9K shares-1.33%2026-03-312026-04-22

DISV DIMENSIONAL ETF TRUST144.2K shares3.38%2026-03-312026-04-22

DIHP DIMENSIONAL ETF TRUST174.0K shares6.27%2026-03-312026-04-22

IWF ISHARES TR12.4K shares-4.16%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F57.9K shares-3.37%2026-03-312026-04-22

Sponsored

IWD ISHARES TR18.6K shares-0.50%2026-03-312026-04-22

DFIC DIMENSIONAL ETF TRUST108.5K shares-4.39%2026-03-312026-04-22

ASTRAZENECA PLC ASTRAZENECA PLC19.1K sharesnew addition2026-03-312026-04-22

IWN ISHARES TR18.4K shares-3.45%2026-03-312026-04-22

IWV ISHARES TR8.8K shares0.08%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F51.7K shares-2.59%2026-03-312026-04-22

DFUV DIMENSIONAL ETF TRUST53.8K shares-1.04%2026-03-312026-04-22

IWB ISHARES TR7.0K shares0.00%2026-03-312026-04-22

Sponsored

DFSU DIMENSIONAL ETF TRUST60.5K shares1.35%2026-03-312026-04-22

SCZ ISHARES TR31.7K shares-4.61%2026-03-312026-04-22

SPYV SPDR SERIES TRUST42.4K shares-0.24%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS26.6K shares-20.77%2026-03-312026-04-22

DFSD DIMENSIONAL ETF TRUST45.2K shares-14.39%2026-03-312026-04-22

IWM ISHARES TR8.7K shares-6.14%2026-03-312026-04-22

SLYV SPDR SERIES TRUST22.4K shares-4.90%2026-03-312026-04-22

IJR ISHARES TR16.8K shares-9.95%2026-03-312026-04-22

Sponsored

VSS VANGUARD INTL EQUITY INDEX F14.2K shares-7.44%2026-03-312026-04-22

IWO ISHARES TR5.4K shares-4.37%2026-03-312026-04-22

EFV ISHARES TR20.9K shares-1.60%2026-03-312026-04-22

DFAT DIMENSIONAL ETF TRUST23.1K shares0.10%2026-03-312026-04-22

AAPL APPLE INC5.1K shares-0.66%2026-03-312026-04-22

DFIV DIMENSIONAL ETF TRUST23.6K shares-15.17%2026-03-312026-04-22

DFAX DIMENSIONAL ETF TRUST34.5K shares2.59%2026-03-312026-04-22

VTIP VANGUARD MALVERN FDS20.3K shares-28.74%2026-03-312026-04-22

Sponsored

VTV VANGUARD INDEX FDS4.3K shares0.00%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T1.2K shares0.00%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON3.0K shares2.81%2026-03-312026-04-22

SCHX SCHWAB STRATEGIC TR28.3K shares0.00%2026-03-312026-04-22

SCHB SCHWAB STRATEGIC TR28.0K shares0.00%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC5.7K shares-0.21%2026-03-312026-04-22

DFAI DIMENSIONAL ETF TRUST17.5K shares0.00%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR6.2K shares0.00%2026-03-312026-04-22

Sponsored

IVE ISHARES TR3.1K shares0.00%2026-03-312026-04-22

IWP ISHARES TR5.0K shares0.00%2026-03-312026-04-22

DFSI DIMENSIONAL ETF TRUST13.9K shares0.19%2026-03-312026-04-22

NVDA NVIDIA CORPORATION3.2K shares0.00%2026-03-312026-04-22

SPEM SPDR INDEX SHS FDS11.8K shares0.00%2026-03-312026-04-22

DFEV DIMENSIONAL ETF TRUST15.0K shares-40.54%2026-03-312026-04-22

DFLV DIMENSIONAL ETF TRUST14.9K shares0.00%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO1.8K shares2.77%2026-03-312026-04-22

Sponsored

UNH UNITEDHEALTH GROUP INC1.8K shares1.32%2026-03-312026-04-22

AJG GALLAGHER ARTHUR J & CO2.3K shares0.26%2026-03-312026-04-22

XOM EXXON MOBIL CORP2.8K shares1.49%2026-03-312026-04-22

DFGR DIMENSIONAL ETF TRUST17.5K shares-26.63%2026-03-312026-04-22

DFAE DIMENSIONAL ETF TRUST11.8K shares0.13%2026-03-312026-04-22

MSFT MICROSOFT CORP1.1K shares0.38%2026-03-312026-04-22

PG PROCTER & GAMBLE CO2.7K shares3.30%2026-03-312026-04-22

VGT VANGUARD WORLD FD557 shares0.00%2026-03-312026-04-22

Sponsored

VB VANGUARD INDEX FDS1.4K shares8.51%2026-03-312026-04-22

AGG ISHARES TR3.5K shares0.00%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS7.5K shares0.00%2026-03-312026-04-22

VUG VANGUARD INDEX FDS748 shares0.00%2026-03-312026-04-22

DCOR DIMENSIONAL ETF TRUST4.5K shares0.00%2026-03-312026-04-22

AMZN AMAZON COM INC1.5K shares0.00%2026-03-312026-04-22

VO VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-22

CSCO CISCO SYS INC4.0K shares4.57%2026-03-312026-04-22

Sponsored

TIP ISHARES TR2.6K shares-17.97%2026-03-312026-04-22

ALPHABET INC ALPHABET INC985 shares0.00%2026-03-312026-04-22

VOE VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-22

BIV VANGUARD BD INDEX FDS3.6K shares0.00%2026-03-312026-04-22

VBR VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-22

DFSE DIMENSIONAL ETF TRUST6.4K shares0.13%2026-03-312026-04-22

GSY INVESCO ACTIVELY MANAGED EXC5.4K shares0.00%2026-03-312026-04-22

IWS ISHARES TR1.7K shares0.00%2026-03-312026-04-22

Sponsored

ISHARES GOLD TR ISHARES GOLD TR2.8K shares0.00%2026-03-312026-04-22

ITW ILLINOIS TOOL WKS INC924 shares2.90%2026-03-312026-04-22

WMT WALMART INC1.9K shares-1.68%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP847 shares0.00%2026-03-312026-04-22

BROADCOM INC BROADCOM INC756 shares-0.66%2026-03-312026-04-22

MUB ISHARES TR2.2K shares3.45%2026-03-312026-04-22

IJS ISHARES TR1.9K shares0.00%2026-03-312026-04-22

SLYG SPDR SERIES TRUST2.3K shares-1.00%2026-03-312026-04-22

Sponsored

SUB ISHARES TR1.9K shares0.00%2026-03-312026-04-22

META META PLATFORMS INC351 shares0.57%2026-03-312026-04-22

TMC TMC THE METALS COMPANY INC20.0K shares0.00%2026-03-312026-04-22

VTI

VANGUARD INDEX FDS

9.49%

Shares106.9K

Event2026-03-31

Filed2026-04-22

VCIT

VANGUARD SCOTTSDALE FDS

6.40%

Shares358.4K

Event2026-03-31

Filed2026-04-22

VCSH

VANGUARD SCOTTSDALE FDS

10.03%

Shares225.3K

Event2026-03-31

Filed2026-04-22

DFSV

DIMENSIONAL ETF TRUST

15.85%

Shares463.4K

Event2026-03-31

Filed2026-04-22

DUHP

DIMENSIONAL ETF TRUST

13.99%

Shares379.1K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

-0.62%

Shares20.0K

Event2026-03-31

Filed2026-04-22

DFEM

DIMENSIONAL ETF TRUST

9.05%

Shares354.6K

Event2026-03-31

Filed2026-04-22

SCHR

SCHWAB STRATEGIC TR

8.36%

Shares458.6K

Event2026-03-31

Filed2026-04-22

DFAC

DIMENSIONAL ETF TRUST

-3.92%

Shares275.9K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

15.66%

Shares167.3K

Event2026-03-31

Filed2026-04-22

EFA

ISHARES TR

-1.27%

Shares79.7K

Event2026-03-31

Filed2026-04-22

BSV

VANGUARD BD INDEX FDS

-1.33%

Shares96.9K

Event2026-03-31

Filed2026-04-22

DISV

DIMENSIONAL ETF TRUST

3.38%

Shares144.2K

Event2026-03-31

Filed2026-04-22

DIHP

DIMENSIONAL ETF TRUST

6.27%

Shares174.0K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

-4.16%

Shares12.4K

Event2026-03-31

Filed2026-04-22

VEU

VANGUARD INTL EQUITY INDEX F

-3.37%

Shares57.9K

Event2026-03-31

Filed2026-04-22

IWD

ISHARES TR

-0.50%

Shares18.6K

Event2026-03-31

Filed2026-04-22

DFIC

DIMENSIONAL ETF TRUST

-4.39%

Shares108.5K

Event2026-03-31

Filed2026-04-22

ASTRAZENECA PLC

New

Shares19.1K

Event2026-03-31

Filed2026-04-22

IWN

ISHARES TR

-3.45%

Shares18.4K

Event2026-03-31

Filed2026-04-22

IWV

ISHARES TR

0.08%

Shares8.8K

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD INTL EQUITY INDEX F

-2.59%

Shares51.7K

Event2026-03-31

Filed2026-04-22

DFUV

DIMENSIONAL ETF TRUST

-1.04%

Shares53.8K

Event2026-03-31

Filed2026-04-22

IWB

ISHARES TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-22

DFSU

DIMENSIONAL ETF TRUST

1.35%

Shares60.5K

Event2026-03-31

Filed2026-04-22

SCZ

ISHARES TR

-4.61%

Shares31.7K

Event2026-03-31

Filed2026-04-22

SPYV

SPDR SERIES TRUST

-0.24%

Shares42.4K

Event2026-03-31

Filed2026-04-22

VNQ

VANGUARD INDEX FDS

-20.77%

Shares26.6K

Event2026-03-31

Filed2026-04-22

DFSD

DIMENSIONAL ETF TRUST

-14.39%

Shares45.2K

Event2026-03-31

Filed2026-04-22

IWM

ISHARES TR

-6.14%

Shares8.7K

Event2026-03-31

Filed2026-04-22

SLYV

SPDR SERIES TRUST

-4.90%

Shares22.4K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

-9.95%

Shares16.8K

Event2026-03-31

Filed2026-04-22

VSS

VANGUARD INTL EQUITY INDEX F

-7.44%

Shares14.2K

Event2026-03-31

Filed2026-04-22

IWO

ISHARES TR

-4.37%

Shares5.4K

Event2026-03-31

Filed2026-04-22

EFV

ISHARES TR

-1.60%

Shares20.9K

Event2026-03-31

Filed2026-04-22

DFAT

DIMENSIONAL ETF TRUST

0.10%

Shares23.1K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-0.66%

Shares5.1K

Event2026-03-31

Filed2026-04-22

DFIV

DIMENSIONAL ETF TRUST

-15.17%

Shares23.6K

Event2026-03-31

Filed2026-04-22

DFAX

DIMENSIONAL ETF TRUST

2.59%

Shares34.5K

Event2026-03-31

Filed2026-04-22

VTIP

VANGUARD MALVERN FDS

-28.74%

Shares20.3K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

2.81%

Shares3.0K

Event2026-03-31

Filed2026-04-22

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares28.3K

Event2026-03-31

Filed2026-04-22

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares28.0K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

-0.21%

Shares5.7K

Event2026-03-31

Filed2026-04-22

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares17.5K

Event2026-03-31

Filed2026-04-22

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-22

IVE

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-22

IWP

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-22

DFSI

DIMENSIONAL ETF TRUST

0.19%

Shares13.9K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-22

SPEM

SPDR INDEX SHS FDS

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-22

DFEV

DIMENSIONAL ETF TRUST

-40.54%

Shares15.0K

Event2026-03-31

Filed2026-04-22

DFLV

DIMENSIONAL ETF TRUST

0.00%

Shares14.9K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

2.77%

Shares1.8K

Event2026-03-31

Filed2026-04-22

UNH

UNITEDHEALTH GROUP INC

1.32%

Shares1.8K

Event2026-03-31

Filed2026-04-22

AJG

GALLAGHER ARTHUR J & CO

0.26%

Shares2.3K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

1.49%

Shares2.8K

Event2026-03-31

Filed2026-04-22

DFGR

DIMENSIONAL ETF TRUST

-26.63%

Shares17.5K

Event2026-03-31

Filed2026-04-22

DFAE

DIMENSIONAL ETF TRUST

0.13%

Shares11.8K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

0.38%

Shares1.1K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

3.30%

Shares2.7K

Event2026-03-31

Filed2026-04-22

VGT

VANGUARD WORLD FD

0.00%

Shares557

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

8.51%

Shares1.4K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-22

SPDW

SPDR INDEX SHS FDS

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

0.00%

Shares748

Event2026-03-31

Filed2026-04-22

DCOR

DIMENSIONAL ETF TRUST

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

4.57%

Shares4.0K

Event2026-03-31

Filed2026-04-22

TIP

ISHARES TR

-17.97%

Shares2.6K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.00%

Shares985

Event2026-03-31

Filed2026-04-22

VOE

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-22

BIV

VANGUARD BD INDEX FDS

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-22

VBR

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-22

DFSE

DIMENSIONAL ETF TRUST

0.13%

Shares6.4K

Event2026-03-31

Filed2026-04-22

GSY

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-22

IWS

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-22

ITW

ILLINOIS TOOL WKS INC

2.90%

Shares924

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

-1.68%

Shares1.9K

Event2026-03-31

Filed2026-04-22

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares847

Event2026-03-31

Filed2026-04-22

BROADCOM INC

-0.66%

Shares756

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

3.45%

Shares2.2K

Event2026-03-31

Filed2026-04-22

IJS

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-22

SLYG

SPDR SERIES TRUST

-1.00%

Shares2.3K

Event2026-03-31

Filed2026-04-22

SUB

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-22