Foundation Wealth Management, LLC\PA
Foundation Wealth Management, LLC\PA reported 105 positions worth $331.3M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VTI (12.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $42.1M | 12.71% | 113,838 | — | — | |
| ▸ 2 | VCIT | SH | $31.2M | 9.41% | 377,159 | — | — | |
| ▸ 3 | VCSH | SH | $19.6M | 5.91% | 247,930 | — | — | |
| ▸ 4 | DFSV | SH | $19.5M | 5.88% | 502,590 | — | — | |
| ▸ 5 | IVV | SH | $17.8M | 5.38% | 23,813 | — | — | |
| ▸ 6 | DUHP | SH | $17.4M | 5.26% | 417,293 | — | — | |
| ▸ 7 | DFEM | SH | $15.4M | 4.64% | 378,142 | — | — | |
| ▸ 8 | VEA | SH | $13.3M | 4.01% | 186,479 | — | — | |
| ▸ 9 | DFAC | SH | $12.2M | 3.67% | 274,292 | — | — | |
| ▸ 10 | SCHR | SH | $11.9M | 3.60% | 484,135 | — | — |
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Frequently Asked Questions
What stocks does Foundation Wealth Management, LLC\PA hold as of Q2 2026?
Foundation Wealth Management, LLC\PA reported 105 positions worth $331.3M in its Q2 2026 13F filing. Largest positions: VTI (12.7%), VCIT (9.4%), VCSH (5.9%), DFSV (5.9%) and IVV (5.4%).
What did Foundation Wealth Management, LLC\PA buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Foundation Wealth Management, LLC\PA 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.