Foundation Wealth Management, LLC — 13F holdings

Foundation Wealth Management, LLC reported 62 holdings worth $186M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

1. IVW ISHARES TR — $47.8M (25.7%)
2. IVE ISHARES TR — $42.8M (23.0%)
3. PG Procter And Gamble Co — $8.13M (4.4%)
4. IJJ ISHARES TR — $7.62M (4.1%)
5. IWN ISHARES TR — $7.23M (3.9%)
6. IWO ISHARES TR — $5.93M (3.2%)
7. IBIT ISHARES BITCOIN TRUST ETF — $5.35M (2.9%)
8. AAPL APPLE INC — $4.59M (2.5%)
9. EFV ISHARES TR — $3.75M (2.0%)
10. IBDR ISHARES TR — $3.60M (1.9%)