Foundation Wealth Management, LLC\PA

Est. AUM

$283.5M

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	VANGUARD INDEX FDS	TOTAL STK MKT	$34.3M	106859	12.09%	SOLE
2	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$29.7M	358431	10.46%	SOLE
3	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$17.9M	225318	6.30%	SOLE
4	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$16.2M	463438	5.73%	SOLE
5	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$13.9M	379100	4.92%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$13.1M	20005	4.61%	SOLE
7	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$12.3M	354625	4.32%	SOLE
8	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$11.4M	458624	4.03%	SOLE
9	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$10.7M	275950	3.78%	SOLE
10	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.7M	167304	3.78%	SOLE
11	ISHARES TR	MSCI EAFE ETF	$7.7M	79663	2.73%	SOLE
12	VANGUARD BD INDEX FDS	SHORT TRM BOND	$7.6M	96904	2.68%	SOLE
13	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$5.7M	144172	2.01%	SOLE
14	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$5.6M	174008	1.98%	SOLE
15	ISHARES TR	RUS 1000 GRW ETF	$5.3M	12373	1.86%	SOLE
16	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.4M	57933	1.53%	SOLE
17	ISHARES TR	RUS 1000 VAL ETF	$4.0M	18591	1.40%	SOLE
18	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$3.9M	108458	1.36%	SOLE
19	ASTRAZENECA PLC	ORD	$3.8M	19111	1.33%	SOLE
20	ISHARES TR	RUS 2000 VAL ETF	$3.5M	18365	1.23%	SOLE
21	ISHARES TR	RUSSELL 3000 ETF	$3.3M	8775	1.15%	SOLE
22	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.8M	51682	0.99%	SOLE
23	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.6M	53781	0.92%	SOLE
24	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.5M	60550	0.88%	SOLE
25	ISHARES TR	RUS 1000 ETF	$2.5M	6979	0.88%	SOLE
26	ISHARES TR	EAFE SML CP ETF	$2.5M	31712	0.88%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$2.4M	42368	0.85%	SOLE
28	VANGUARD INDEX FDS	REAL ESTATE ETF	$2.4M	26644	0.83%	SOLE
29	DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.2M	45153	0.76%	SOLE
30	ISHARES TR	RUSSELL 2000 ETF	$2.2M	8682	0.76%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	22401	0.75%	SOLE
32	ISHARES TR	CORE S&P SCP ETF	$2.1M	16812	0.74%	SOLE
33	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.1M	14151	0.73%	SOLE
34	ISHARES TR	RUS 2000 GRW ETF	$1.7M	5386	0.60%	SOLE
35	ISHARES TR	EAFE VALUE ETF	$1.6M	20889	0.55%	SOLE
36	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	23119	0.51%	SOLE
37	APPLE INC	COM	$1.3M	5117	0.46%	SOLE
38	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.2M	23632	0.44%	SOLE
39	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.2M	34497	0.41%	SOLE
40	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.0M	20314	0.36%	SOLE
41	VANGUARD INDEX FDS	VALUE ETF	$853K	4347	0.30%	SOLE
42	STATE STR SPDR S&P 500 ETF T	TR UNIT	$756K	1163	0.27%	SOLE
43	JOHNSON & JOHNSON	COM	$734K	3002	0.26%	SOLE
44	SCHWAB STRATEGIC TR	US LRG CAP ETF	$726K	28299	0.26%	SOLE
45	SCHWAB STRATEGIC TR	US BRD MKT ETF	$704K	28046	0.25%	SOLE
46	MERCK & CO INC	COM	$689K	5727	0.24%	SOLE
47	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$684K	17547	0.24%	SOLE
48	AMERICAN CENTY ETF TR	US SML CP VALU	$682K	6173	0.24%	SOLE
49	ISHARES TR	S&P 500 VAL ETF	$658K	3114	0.23%	SOLE
50	ISHARES TR	RUS MD CP GR ETF	$643K	5017	0.23%	SOLE

1–50 of 91

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