Foundation Wealth Management, LLC
Foundation Wealth Management, LLC reported 51 positions worth $169.1M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: IVW (27.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVW | SH | $46.3M | 27.41% | 336,974 | — | — | |
| ▸ 2 | IVE | SH | $41.9M | 24.76% | 184,393 | — | — | |
| ▸ 3 | IJJ | SH | $8.4M | 4.97% | 56,830 | — | — | |
| ▸ 4 | IWN | SH | $7.8M | 4.63% | 35,378 | — | — | |
| ▸ 5 | IWO | SH | $7.0M | 4.11% | 17,660 | — | — | |
| ▸ 6 | EEM | SH | $3.9M | 2.28% | 56,362 | — | — | |
| ▸ 7 | SCZ | SH | $3.8M | 2.24% | 46,093 | — | — | |
| ▸ 8 | AAPL | SH | $3.8M | 2.23% | 13,048 | — | — | |
| ▸ 9 | EFV | SH | $3.7M | 2.21% | 48,810 | — | — | |
| ▸ 10 | IBDR | SH | $3.7M | 2.17% | 151,521 | — | — |
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Frequently Asked Questions
What stocks does Foundation Wealth Management, LLC hold as of Q2 2026?
Foundation Wealth Management, LLC reported 51 positions worth $169.1M in its Q2 2026 13F filing. Largest positions: IVW (27.4%), IVE (24.8%), IJJ (5.0%), IWN (4.6%) and IWO (4.1%).
What did Foundation Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Foundation Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.