The Analysis of Foundation Wealth Management, LLC's Holdings
Currently, Foundation Wealth Management, LLC holds 43 types of securities in its portfolio with a total value $151.9M. In the most recent quarter, they have increased their positions in N/A (+33.5K shares, valued at $1.3M), SCZ (+5.0K shares, valued at $386.9K), IBDW (+14.3K shares, valued at $302.2K); decreased their positions in IVW (-17.5K shares, valued at $2.2M), IBIT (-17.3K shares, valued at $860.6K), IVE (-3.4K shares, valued at $715.3K); initiated new positions in N/A (+33.5K shares, valued at $1.3M), IBDW (+14.3K shares, valued at $302.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVW ISHARES TR336.4K shares-4.93%2025-12-312026-01-27
IVE ISHARES TR181.5K shares-1.82%2025-12-312026-01-27 IWN ISHARES TR37.3K shares-2.48%2025-12-312026-01-27 IJJ ISHARES TR47.8K shares-2.77%2025-12-312026-01-27 IWO ISHARES TR18.4K shares-3.67%2025-12-312026-01-27 AAPL APPLE INC14.7K shares-2.65%2025-12-312026-01-27 EFV ISHARES TR54.2K shares-5.23%2025-12-312026-01-27 IBIT ISHARES BITCOIN TRUST ETF75.6K shares-18.61%2025-12-312026-01-27 IBDR ISHARES TR154.0K shares0.28%2025-12-312026-01-27 EEM ISHARES TR61.6K shares-2.80%2025-12-312026-01-27 IBDS ISHARES TR134.7K shares9.64%2025-12-312026-01-27 EFG ISHARES TR23.1K shares-4.40%2025-12-312026-01-27 IJK ISHARES TR22.7K shares-1.57%2025-12-312026-01-27 SCZ ISHARES TR25.4K shares24.44%2025-12-312026-01-27 ALPHABET INC ALPHABET INC5.9K shares-4.14%2025-12-312026-01-27 IBDT ISHARES TR72.4K shares10.96%2025-12-312026-01-27 MSFT MICROSOFT CORP3.4K shares-2.76%2025-12-312026-01-27 IYR ISHARES TR15.9K shares-1.84%2025-12-312026-01-27 IYE ISHARES TR27.8K shares-4.22%2025-12-312026-01-27 REET ISHARES TR48.1K shares-3.12%2025-12-312026-01-27 ALPHABET INC ALPHABET INC3.2K shares-6.56%2025-12-312026-01-27 AON PLC AON PLC2.6K shares0.19%2025-12-312026-01-27 PLTR PALANTIR TECHNOLOGIES INC4.5K shares0.00%2025-12-312026-01-27 IBDU ISHARES TR27.9K shares27.52%2025-12-312026-01-27 IBDV ISHARES TR29.2K shares31.77%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.2.0K shares-2.37%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW691 shares-1.14%2025-12-312026-01-27 NVDA NVIDIA CORPORATION3.0K shares5.25%2025-12-312026-01-27 DIS DISNEY WALT CO5.0K shares-0.04%2025-12-312026-01-27 GBTC GRAYSCALE BITCOIN TRUST ETF6.6K shares0.00%2025-12-312026-01-27 VUG VANGUARD INDEX FDS832 shares-0.24%2025-12-312026-01-27 VONG VANGUARD SCOTTSDALE FDS3.3K shares-20.25%2025-12-312026-01-27 AZO AUTOZONE INC100 shares0.00%2025-12-312026-01-27 IBDW ISHARES TR14.3K sharesnew addition2025-12-312026-01-27 GRMN GARMIN LTD1.4K shares0.00%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS919 shares6.24%2025-12-312026-01-27 IWP ISHARES TR2.0K shares-3.46%2025-12-312026-01-27 IEFA ISHARES TR2.7K shares1.90%2025-12-312026-01-27 IWS ISHARES TR1.7K shares-0.12%2025-12-312026-01-27 ABBV ABBVIE INC909 shares0.66%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available