Institutions / Foundation Wealth Management, LLC\PA

Foundation Wealth Management, LLC\PA

CIK 2011000 · Institution · as of Dec 31, 2025

Portfolio value

$275.58M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 93 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$32.72M	97,597	11.9%
Vanguard Scottsdale Fds	—	$28.21M	336,870	10.2%
Vanguard Scottsdale Fds	—	$16.33M	204,785	5.9%
iShares Tr	—	$13.79M	20,129	5.0%
Dimensional ETF Trust	—	$13.16M	400,037	4.8%
Dimensional ETF Trust	—	$12.65M	332,563	4.6%
Dimensional ETF Trust	—	$11.37M	287,195	4.1%
Dimensional ETF Trust	—	$10.76M	325,185	3.9%
Schwab Strategic Tr	—	$10.61M	423,222	3.9%
Vanguard Tax-Managed Fds	—	$9.04M	144,656	3.3%
iShares Tr	—	$7.75M	80,690	2.8%
Vanguard Bd Index Fds	—	$7.74M	98,206	2.8%
iShares Tr	—	$6.11M	12,910	2.2%
Dimensional ETF Trust	—	$5.30M	139,457	1.9%
Dimensional ETF Trust	—	$5.18M	163,737	1.9%
Vanguard Intl Equity Index F	—	$4.41M	59,952	1.6%
iShares Tr	—	$3.93M	18,685	1.4%
Dimensional ETF Trust	—	$3.91M	113,436	1.4%
Astrazeneca PLC	—	$3.53M	38,411	1.3%
iShares Tr	—	$3.45M	19,021	1.3%
iShares Tr	—	$3.39M	8,768	1.2%
Vanguard Index Fds	—	$2.98M	33,629	1.1%
Vanguard Intl Equity Index F	—	$2.85M	53,056	1.0%
iShares Tr	—	$2.61M	6,979	0.9%
Dimensional ETF Trust	—	$2.59M	59,745	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.