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\PA (CIK 2011000) reported $283.5M across 91 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($34.3M, 12.09%), VCIT ($29.7M, 10.46%), VCSH ($17.9M, 6.30%), DFSV ($16.2M, 5.73%), DUHP ($13.9M, 4.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $34.3M | 12.09% | 106,859 | Added |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $29.7M | 10.46% | 358,431 | Added |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $17.9M | 6.30% | 225,318 | Added |
| 4 | DFSV | DIMENSIONAL ETF TRUST | $16.2M | 5.73% | 463,438 | Added |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $13.9M | 4.92% | 379,100 | Added |
| 6 | IVV | ISHARES TR | $13.1M | 4.61% | 20,005 | Trimmed |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $12.3M | 4.32% | 354,625 | Added |
| 8 | SCHR | SCHWAB STRATEGIC TR | $11.4M | 4.03% | 458,624 | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $10.7M | 3.78% | 167,304 | Added |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $10.7M | 3.78% | 275,950 | Trimmed |
| 11 | EFA | ISHARES TR | $7.7M | 2.73% | 79,663 | Trimmed |
| 12 | BSV | VANGUARD BD INDEX FDS | $7.6M | 2.68% | 96,904 | Trimmed |
| 13 | DISV | DIMENSIONAL ETF TRUST | $5.7M | 2.01% | 144,172 | Added |
| 14 | DIHP | DIMENSIONAL ETF TRUST | $5.6M | 1.98% | 174,008 | Added |
| 15 | IWF | ISHARES TR | $5.3M | 1.86% | 12,373 | Trimmed |
| 16 | VEU | VANGUARD INTL EQUITY INDEX F | $4.4M | 1.53% | 57,933 | Trimmed |
| 17 | IWD | ISHARES TR | $4.0M | 1.40% | 18,591 | Trimmed |
| 18 | DFIC | DIMENSIONAL ETF TRUST | $3.9M | 1.36% | 108,458 | Trimmed |
| 19 | AZNCF | ASTRAZENECA PLC | $3.8M | 1.33% | 19,111 | New |
| 20 | IWN | ISHARES TR | $3.5M | 1.23% | 18,365 | Trimmed |
| 21 | IWV | ISHARES TR | $3.3M | 1.15% | 8,775 | Added |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $2.8M | 0.99% | 51,682 | Trimmed |
| 23 | DFUV | DIMENSIONAL ETF TRUST | $2.6M | 0.92% | 53,781 | Trimmed |
| 24 | SCZ | ISHARES TR | $2.5M | 0.88% | 31,712 | Trimmed |
| 25 | IWB | ISHARES TR | $2.5M | 0.88% | 6,979 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31