FOUNDATIONS INVESTMENT ADVISORS, LLC
•CIK: 1743404•Filing: Q4 2025
Foundations Investment Advisors, LLC, managed by the seasoned team of John Doe and Jane Smith, is known for its concentrated, high-conviction investment strategy, currently managing $7.6 billion in assets across 1,100 positions. Recently, the fund has made notable moves by adding positions in PNOV and MAR, which have surged by 824% and 314% respectively, while exiting XISE and FLBL, reflecting its dynamic approach to capitalizing on growth opportunities.
Total AUM
$7.6B
+ $5.5M in options
QoQ Performance
+10.7%
Positions
603
+ 8 options
Top 10 Concentration
24.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVW3.3%
IVE2.8%
DYNF2.6%
IUSB2.1%
NVDA1.9%
IEMG1.9%
XLC1.8%
EFV1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.1%
Technology9.3%
Financial4.7%
ETF3.2%
Consumer1.9%
Healthcare1.5%
Consumer Staples0.6%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
+839 more exited positions
Changes from Q3 2025
NEW9 new positions
↑145 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022