Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Foundation Wealth Management, LLC\PA

•CIK: 2011000•Filing: Q4 2025

**Foundation Wealth Management, LLC\PA** manages $276M across a diversified portfolio of 93 positions. The strategy exhibits significant allocations to core U.S. equity exposure, highlighted by the top holding in VTI at $32.7M. Notable secondary concentrations include fixed income through VCIT ($28.2M) and broad market ETFs such as VCSH ($16.3M) and IVV ($13.8M). This positioning suggests a tactical tilt toward established, liquid market indices.

Total AUM

$275.6M

QoQ Performance

+6.7%

Positions

37

Top 10 Concentration

57.6%

Latest Filing

Q4 2025

Top Holdings Allocation

VTI

VCIT

VCSH

IVV

VTI11.9%

VCIT10.2%

VCSH5.9%

IVV5.0%

DFSV4.8%

DUHP4.6%

DFAC4.1%

DFEM3.9%

📈 Biggest Buys

VANGUARD SCOTTSDALE FDS

+35.3%

10.2% of portfolio

VANGUARD INDEX FDS

+25.3%

11.9% of portfolio

VANGUARD SCOTTSDALE FDS

+23.4%

5.9% of portfolio

DIMENSIONAL ETF TRUST

+19.9%

4.8% of portfolio

SCHWAB STRATEGIC TR

+21.9%

3.9% of portfolio

📉 Biggest Sells

VANGUARD INDEX FDS

-53.3%

1.1% of portfolio

VANGUARD MALVERN FDS

-65.5%

0.5% of portfolio

DIMENSIONAL ETF TRUST

-11.9%

4.1% of portfolio

ISHARES TR

-70.0%

0.1% of portfolio

ISHARES TR

-30.7%

0.7% of portfolio

Sector Breakdown

Other92.2%

ETF5.3%

Technology1.3%

Healthcare0.7%

Consumer0.2%

Financial0.2%

Energy0.1%

🚪 Exited Positionssold since Q3 2025

ARMSTRONG WORLD INDS INC NEW

SOLD

$222.3K

VANGUARD CHARLOTTE FDS

SOLD

$208.5K

Changes from Q3 2025

NEW1 new position

↑17 increased

↓46 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

VANGUARD INDEX FDS

VANGUARD SCOTTSDALE FDS

VANGUARD SCOTTSDALE FDS

DIMENSIONAL ETF TRUST

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