Foundation Wealth Management, LLC

Est. AUM

$146.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	S&P 500 VAL ETF	$38.5M	182167	26.19%	SOLE
2	ISHARES TR	S&P 500 GRWT ETF	$38.2M	338159	26.04%	SOLE
3	ISHARES TR	S&P MC 400VL ETF	$7.1M	53429	4.82%	SOLE
4	ISHARES TR	RUS 2000 VAL ETF	$7.0M	36972	4.77%	SOLE
5	ISHARES TR	RUS 2000 GRW ETF	$5.7M	18106	3.87%	SOLE
6	ISHARES TR	EAFE VALUE ETF	$3.9M	52753	2.67%	SOLE
7	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$3.7M	97118	2.54%	SOLE
8	ISHARES TR	IBONDS DEC2026	$3.7M	152729	2.52%	SOLE
9	APPLE INC	COM	$3.5M	13810	2.39%	SOLE
10	ISHARES TR	MSCI EMG MKT ETF	$3.4M	59883	2.32%	SOLE
11	ISHARES TR	IBONDS 27 ETF	$3.3M	136758	2.26%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	6148	2.01%	SOLE
13	ISHARES TR	EAFE SML CP ETF	$2.8M	36115	1.93%	SOLE
14	ISHARES TR	EAFE GRWTH ETF	$2.6M	23063	1.75%	SOLE
15	ISHARES TR	S&P MC 400GR ETF	$2.5M	24515	1.68%	SOLE
16	ISHARES TR	IBDS DEC28 ETF	$1.9M	76201	1.31%	SOLE
17	ISHARES TR	U.S. ENERGY ETF	$1.8M	27516	1.21%	SOLE
18	ALPHABET INC	CAP STK CL A	$1.6M	5686	1.11%	SOLE
19	ISHARES TR	U.S. REAL ES ETF	$1.5M	15980	1.03%	SOLE
20	ISHARES TR	GLOBAL REIT ETF	$1.2M	48253	0.83%	SOLE
21	MICROSOFT CORP	COM	$1.0M	2833	0.71%	SOLE
22	AON PLC	SHS CL A	$856K	2651	0.58%	SOLE
23	GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$792K	26397	0.54%	SOLE
24	ALPHABET INC	CAP STK CL C	$730K	2544	0.50%	SOLE
25	ISHARES TR	IBONDS DEC 29	$698K	30014	0.48%	SOLE
26	PALANTIR TECHNOLOGIES INC	CL A	$661K	4520	0.45%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$591K	593	0.40%	SOLE
28	JPMORGAN CHASE & CO	COM	$558K	1896	0.38%	SOLE
29	DISNEY WALT CO	COM	$479K	4970	0.33%	SOLE
30	VANGUARD INDEX FDS	GROWTH ETF	$364K	834	0.25%	SOLE
31	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$356K	3250	0.24%	SOLE
32	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$351K	6647	0.24%	SOLE
33	NVIDIA CORPORATION	COM	$340K	1951	0.23%	SOLE
34	ISHARES GOLD TR	ISHARES NEW	$286K	3245	0.19%	SOLE
35	GARMIN LTD	SHS	$257K	1108	0.17%	SOLE
36	ISHARES TR	RUS MD CP GR ETF	$254K	1981	0.17%	SOLE
37	ISHARES TR	CORE MSCI EAFE	$243K	2687	0.17%	SOLE
38	ISHARES TR	RUS MDCP VAL ETF	$242K	1661	0.16%	SOLE
39	AUTOZONE INC	COM	$236K	70	0.16%	SOLE
40	INTERNATIONAL BUSINESS MACHS	COM	$209K	865	0.14%	SOLE
41	ISHARES TR	IBONDS DEC 2032	$209K	8283	0.14%	SOLE
42	PROTHENA CORP PLC	SHS	$187K	19236	0.13%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.