Foundation Wealth Management, LLC Top Holdings and 13F Report (2025) About Foundation Wealth Management, LLCInvestment ActivityFoundation Wealth Management, LLC has $127.67 million in total holdings as of March 31, 2025.Foundation Wealth Management, LLC owns shares of 44 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.69% of the portfolio was purchased this quarter.About 1.38% of the portfolio was sold this quarter.This quarter, Foundation Wealth Management, LLC has purchased 45 new stocks and bought additional shares in 18 stocks.Foundation Wealth Management, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares S&P 500 Growth ETF $33,345,103iShares S&P 500 Value ETF $33,298,237iShares S&P Mid-Cap 400 Value ETF $4,657,496iShares Russell 2000 Growth ETF $4,190,395ISHARES BITCOIN TRUST ETF $3,881,734 Largest Purchases this Quarter ISHARES BITCOIN TRUST ETF 78,778 shares (about $3.69M)iShares S&P 500 Value ETF 1,506 shares (about $287.01K)iShares MSCI EAFE Small-Cap ETF 3,407 shares (about $216.45K)Walt Disney 1,644 shares (about $162.27K)iShares iBonds Dec 2029 Term Corporate ETF 3,940 shares (about $91.13K) Largest Sales this Quarter iShares S&P 500 Growth ETF 4,747 shares (about $440.67K)Costco Wholesale 192 shares (about $181.55K)Garmin 705 shares (about $153.08K)Microsoft 327 shares (about $122.76K)iShares MSCI EAFE Value ETF 1,880 shares (about $110.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFoundation Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$33,345,103$440,665 ▼-1.3%359,20526.1%ETFIVEiShares S&P 500 Value ETF$33,298,237$287,008 ▲0.9%174,72426.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$4,657,496$100,573 ▼-2.1%38,9003.6%ETFIWOiShares Russell 2000 Growth ETF$4,190,395$65,655 ▼-1.5%16,4033.3%ETFISHARES BITCOIN TRUST ETF$3,881,734$3,687,657 ▲1,900.1%82,9243.0%SHS BEN INTIBDRiShares iBonds Dec 2026 Term Corporate ETF$3,725,682$36,169 ▼-1.0%153,8922.9%ETFEFViShares MSCI EAFE Value ETF$3,661,365$110,806 ▼-2.9%62,1212.9%ETFIWNiShares Russell 2000 Value ETF$3,362,050$15,852 ▲0.5%22,2692.6%ETFAAPLApple$3,351,445$666 ▲0.0%15,0882.6%Computer and TechnologyBRK.BBerkshire Hathaway$3,327,412$533 ▼0.0%6,2482.6%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$3,016,221$42,364 ▲1.4%124,7382.4%ETFEEMiShares MSCI Emerging Markets ETF$2,975,809$31,988 ▲1.1%68,0972.3%FinanceIBDQiShares iBonds Dec 2025 Term Corporate ETF$2,948,867$23,666 ▼-0.8%117,2512.3%ETFEFGiShares MSCI EAFE Growth ETF$2,536,163$66,802 ▼-2.6%25,3612.0%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,032,803$216,450 ▲11.9%31,9971.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$1,614,477$1,416 ▼-0.1%19,3851.3%ETFIYRiShares U.S. Real Estate ETF$1,604,251$1,436 ▲0.1%16,7551.3%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,576,657$85,886 ▲5.8%62,4161.2%ETFMSFTMicrosoft$1,350,783$122,764 ▼-8.3%3,5981.1%Computer and TechnologyIYEiShares U.S. Energy ETF$1,215,455$11,881 ▲1.0%24,6541.0%ETFREETiShares Global REIT ETF$1,202,562$8,636 ▲0.7%49,5730.9%ETFGOOGLAlphabet$949,032$24,120 ▼-2.5%6,1380.7%Computer and TechnologyCOSTCostco Wholesale$694,038$181,547 ▼-20.7%7340.5%Retail/WholesaleDISWalt Disney$591,325$162,266 ▲37.8%5,9910.5%Consumer DiscretionaryGOOGAlphabet$569,771$8,749 ▼-1.5%3,6470.4%Computer and TechnologyJPMJPMorgan Chase & Co.$491,1340.0%2,0020.4%FinanceIBDUiShares iBonds Dec 2029 Term Corporate ETF$435,611$91,133 ▲26.5%18,8330.3%ETFGRAYSCALE BITCOIN TRUST ETF$433,1850.0%6,6470.3%SHS REP COM UTVONGVanguard Russell 1000 Growth ETF$416,5840.0%4,4900.3%ETFPALANTIR TECHNOLOGIES INC$381,4880.0%4,5200.3%CL AAZOAutoZone$381,2780.0%1000.3%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$376,794$619 ▲0.2%1,8250.3%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$352,824$20,135 ▲6.1%16,2440.3%ETFVUGVanguard Growth ETF$308,8940.0%8340.2%ETFGRMNGarmin$305,719$153,077 ▼-33.4%1,4080.2%Computer and TechnologyNVDANVIDIA$273,715$32,508 ▲13.5%2,5260.2%Computer and TechnologyIAUiShares Gold Trust$246,636$108,961 ▼-30.6%4,1830.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$241,0970.0%2,0520.2%ETFPRTAProthena$240,9550.0%19,4710.2%MedicalIGEiShares North American Natural Resources ETF$238,485$5,183 ▲2.2%5,2450.2%ETFIEFAiShares Core MSCI EAFE ETF$230,5060.0%3,0470.2%ETFAMZNAmazon.com$220,529$19,028 ▼-7.9%1,1590.2%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$209,2090.0%1,6610.2%ETFMETAMeta Platforms$202,607$5,756 ▲2.9%3520.2%Computer and TechnologyTSLATesla$0$292,239 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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