Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Foundation Wealth Management, LLC (CIK 1966351) reported $148.0M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVE ($38.5M, 25.98%), IVW ($38.2M, 25.84%), IJJ ($7.1M, 4.78%), IWN ($7.0M, 4.74%), IWO ($5.7M, 3.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $38.5M | 25.98% | 182,167 | Added |
| 2 | IVW | ISHARES TR | $38.2M | 25.84% | 338,159 | Added |
| 3 | IJJ | ISHARES TR | $7.1M | 4.78% | 53,429 | Added |
| 4 | IWN | ISHARES TR | $7.0M | 4.74% | 36,972 | Trimmed |
| 5 | IWO | ISHARES TR | $5.7M | 3.84% | 18,106 | Trimmed |
| 6 | EFV | ISHARES TR | $3.9M | 2.65% | 52,753 | Trimmed |
| 7 | IBIT | ISHARES BITCOIN TRUST ETF | $3.7M | 2.52% | 97,118 | Added |
| 8 | IBDR | ISHARES TR | $3.7M | 2.50% | 152,729 | Trimmed |
| 9 | AAPL | APPLE INC | $3.5M | 2.37% | 13,810 | Trimmed |
| 10 | EEM | ISHARES TR | $3.4M | 2.30% | 59,883 | Trimmed |
| 11 | IBDS | ISHARES TR | $3.3M | 2.24% | 136,758 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.99% | 6,148 | Added |
| 13 | SCZ | ISHARES TR | $2.8M | 1.91% | 36,115 | Added |
| 14 | EFG | ISHARES TR | $2.6M | 1.74% | 23,063 | Trimmed |
| 15 | IJK | ISHARES TR | $2.5M | 1.67% | 24,515 | Added |
| 16 | IBDT | ISHARES TR | $1.9M | 1.30% | 76,201 | Added |
| 17 | IYE | ISHARES TR | $1.8M | 1.20% | 27,516 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $1.6M | 1.10% | 5,686 | Trimmed |
| 19 | IYR | ISHARES TR | $1.5M | 1.02% | 15,980 | Added |
| 20 | REET | ISHARES TR | $1.2M | 0.82% | 48,253 | Added |
| 21 | MSFT | MICROSOFT CORP | $1.0M | 0.71% | 2,833 | Trimmed |
| 22 | AON | AON PLC | $855,591 | 0.58% | 2,651 | Added |
| 23 | BTC | GRAYSCALE BITCOIN MINI TR ET | $791,697 | 0.53% | 26,397 | Trimmed |
| 24 | IBDV | ISHARES TR | $759,786 | 0.51% | 34,706 | Added |
| 25 | GOOG | ALPHABET INC | $729,735 | 0.49% | 2,544 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31