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.
Foundations Investment Advisors, LLC (CIK 1743404) reported $8.07B across 1,131 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVW ($257.5M, 3.19%), IVE ($234.7M, 2.91%), IUSB ($174.4M, 2.16%), DYNF ($156.7M, 1.94%), IVV ($149.3M, 1.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $257.5M | 3.19% | 2.3M | Added |
| 2 | IVE | ISHARES TR | $234.7M | 2.91% | 1.1M | Added |
| 3 | IUSB | ISHARES TR | $174.4M | 2.16% | 3.8M | Added |
| 4 | DYNF | BLACKROCK ETF TRUST | $156.7M | 1.94% | 2.7M | Trimmed |
| 5 | IVV | ISHARES TR | $149.3M | 1.85% | 228,629 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $146.8M | 1.82% | 841,973 | Added |
| 7 | EFV | ISHARES TR | $145.7M | 1.81% | 2.0M | Added |
| 8 | XLC | SELECT SECTOR SPDR TR | $140.1M | 1.74% | 1.3M | Added |
| 9 | SOXX | ISHARES TR | $136.8M | 1.69% | 416,193 | Added |
| 10 | RMLPX | TWO RDS SHARED TR | $124.9M | 1.55% | 12.5M | Added |
| 11 | IEMG | ISHARES INC | $114.5M | 1.42% | 1.6M | Trimmed |
| 12 | QUAL | ISHARES TR | $114.6M | 1.42% | 597,656 | Added |
| 13 | AAPL | APPLE INC | $112.1M | 1.39% | 441,530 | Added |
| 14 | MTUM | ISHARES TR | $105.7M | 1.31% | 440,369 | Added |
| 15 | CORO | BLACKROCK ETF TRUST | $101.4M | 1.26% | 3.2M | New |
| 16 | BIL | SPDR SERIES TRUST | $99.3M | 1.23% | 1.1M | Added |
| 17 | CIEN | CIENA CORP | $99.6M | 1.23% | 256,498 | Trimmed |
| 18 | AESR | TWO RDS SHARED TR | $90.0M | 1.12% | 5.4M | Added |
| 19 | MSFT | MICROSOFT CORP | $89.0M | 1.10% | 240,314 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $87.5M | 1.08% | 134,594 | Trimmed |
| 21 | GLD | SPDR GOLD TR | $86.2M | 1.07% | 200,352 | Trimmed |
| 22 | BAI | BLACKROCK ETF TRUST | $80.0M | 0.99% | 2.4M | Added |
| 23 | GOOGL | ALPHABET INC | $76.8M | 0.95% | 266,936 | Added |
| 24 | ARKW | ARK ETF TR | $72.3M | 0.90% | 599,691 | Added |
| 25 | C | CITIGROUP INC | $70.0M | 0.87% | 617,615 | Added |
Source: SEC Form 13F filings · as of 2026-03-31