FOUNDATIONS INVESTMENT ADVISORS, LLC
FOUNDATIONS INVESTMENT ADVISORS, LLC reported 1,202 positions worth $9.72B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IVV (3.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $367.3M | 3.78% | 490,520 | — | — | |
| ▸ 2 | IVW | SH | $331.5M | 3.41% | 2,410,689 | — | — | |
| ▸ 3 | IVE | SH | $278.3M | 2.86% | 1,225,561 | — | — | |
| ▸ 4 | SOXX | SH | $233.4M | 2.40% | 364,192 | — | — | |
| ▸ 5 | IUSB | SH | $230.5M | 2.37% | 4,994,324 | — | — | |
| ▸ 6 | DYNF | SH | $202.0M | 2.08% | 2,970,337 | — | — | |
| ▸ 7 | AESR | SH | $194.8M | 2.01% | 9,388,555 | — | — | |
| ▸ 8 | NVDA | SH | $180.2M | 1.85% | 900,603 | — | — | |
| ▸ 9 | XLC | SH | $171.7M | 1.77% | 1,602,607 | — | — | |
| ▸ 10 | AAPL | SH | $136.0M | 1.40% | 469,893 | — | — |
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Frequently Asked Questions
What stocks does FOUNDATIONS INVESTMENT ADVISORS, LLC hold as of Q2 2026?
FOUNDATIONS INVESTMENT ADVISORS, LLC reported 1202 positions worth $9.72B in its Q2 2026 13F filing. Largest positions: IVV (3.8%), IVW (3.4%), IVE (2.9%), SOXX (2.4%) and IUSB (2.4%).
What did FOUNDATIONS INVESTMENT ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FOUNDATIONS INVESTMENT ADVISORS, 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.