Foundation Wealth Management, LLC\PA
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| JOHNSON & JOHNSON | $604.3K | 0.2% |
| Merck & Co., Inc. | $604.1K | 0.2% |
| NVIDIA Corp | $601.3K | 0.2% |
| UNITEDHEALTH GROUP INC | $600.8K | 0.2% |
| DIMENSIONAL ETF TRUST | $593.7K | 0.2% |
| Arthur J. Gallagher & Co. | $587.7K | 0.2% |
| JPMORGAN CHASE & CO | $558.2K | 0.2% |
| SPDR INDEX SHS FDS | $553.5K | 0.2% |
| MICROSOFT CORP | $514.7K | 0.2% |
| DIMENSIONAL ETF TRUST | $510.6K | 0.2% |
| VANGUARD WORLD FD | $419.9K | 0.2% |
| DIMENSIONAL ETF TRUST | $382.8K | 0.1% |
| PROCTER & GAMBLE Co | $373.4K | 0.1% |
| VANGUARD INDEX FDS | $364.9K | 0.1% |
| ISHARES TR | $354.6K | 0.1% |
| ISHARES TR | $351.6K | 0.1% |
| Amazon.com Inc | $349.9K | 0.1% |
| SPDR INDEX SHS FDS | $331.3K | 0.1% |
| EXXON MOBIL CORP | $330.9K | 0.1% |
| DIMENSIONAL ETF TRUST | $329.3K | 0.1% |
| VANGUARD INDEX FDS | $321.1K | 0.1% |
| VANGUARD INDEX FDS | $316.3K | 0.1% |
| Alphabet Inc. | $308.4K | 0.1% |
| Constellation Energy Corp | $299.2K | 0.1% |
| CISCO SYSTEMS, INC. | $296.6K | 0.1% |
| VANGUARD BD INDEX FDS | $277.9K | 0.1% |
| VANGUARD INDEX FDS | $270.3K | 0.1% |
| INVESCO ACTIVELY MANAGED EXC | $270.2K | 0.1% |
| VANGUARD INDEX FDS | $268.1K | 0.1% |
| DIMENSIONAL ETF TRUST | $265.2K | 0.1% |
| Broadcom Inc. | $263.4K | 0.1% |
| ISHARES TR | $245.8K | 0.1% |
| Meta Platforms Inc | $230.5K | 0.1% |
| ISHARES GOLD TR | $228.3K | 0.1% |
| ISHARES TR | $226.3K | 0.1% |
| Blackstone Inc | $223.5K | 0.1% |
| VANGUARD BD INDEX FDS | $222.1K | 0.1% |
| ILLINOIS TOOL WORKS INC | $221.2K | 0.1% |
| Walmart Inc. | $218.9K | 0.1% |
| SPDR SERIES TRUST | $217.7K | 0.1% |
| ISHARES TR | $217.3K | 0.1% |
| iShares MSCI UAE ETF | $208.0K | 0.1% |
| TMC the metals Co Inc.TMC | $123.4K | 0.0% |