Foundation Wealth Management, LLC
•CIK: 1966351•Filing: Q4 2025
**Foundation Wealth Management, LLC** manages $152M across a diversified portfolio of 43 positions. The fund exhibits a significant allocation to broad market ETFs, notably IVW ($41.5M) and IVE ($38.6M), which together represent over 53% of reported holdings. Further concentration is visible in sector-specific instruments such as IWN ($6.8M) and IJJ ($6.3M). The remaining capital is deployed across technology and fixed income names, including AAPL ($4.0M) and IBIT ($3.8M).
Total AUM
$144.9M
QoQ Performance
-1.3%
Positions
21
Top 10 Concentration
80.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVW
IVE
IVW28.6%
IVE26.6%
IWN4.7%
IJJ4.3%
IWO4.1%
AAPL2.8%
EFV2.7%
IBIT2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.4%
Technology6.4%
Financial3.2%
Consumer0.4%
Communication0.4%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑9 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023