Foundation Wealth Management, LLC Top Holdings and 13F Report (2025) About Foundation Wealth Management, LLCInvestment ActivityFoundation Wealth Management, LLC has $128.80 million in total holdings as of December 31, 2024.Foundation Wealth Management, LLC owns shares of 45 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 1.24% of the portfolio was purchased this quarter.About 4.16% of the portfolio was sold this quarter.This quarter, Foundation Wealth Management, LLC has purchased 43 new stocks and bought additional shares in 12 stocks.Foundation Wealth Management, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $36,952,360iShares S&P 500 Value ETF $33,063,811iShares S&P Mid-Cap 400 Value ETF $4,965,891iShares Russell 2000 Growth ETF $4,794,361Apple $3,777,454 Largest New Holdings this Quarter Walt Disney $484,090 HoldingProthena $269,675 HoldingISHARES BITCOIN TRUST ETF $219,907 HoldingMeta Platforms $200,383 Holding Largest Purchases this Quarter Walt Disney 4,347 shares (about $484.09K)Prothena 19,471 shares (about $269.68K)ISHARES BITCOIN TRUST ETF 4,146 shares (about $219.91K)Meta Platforms 342 shares (about $200.38K)Microsoft 327 shares (about $137.82K) Largest Sales this Quarter iShares S&P 500 Value ETF 4,601 shares (about $878.24K)iShares S&P 500 Growth ETF 7,228 shares (about $733.87K)Apple 1,293 shares (about $323.78K)iShares Russell 2000 Growth ETF 820 shares (about $235.98K)iShares S&P Mid-Cap 400 Value ETF 743 shares (about $92.84K) 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$36,952,360$733,865 ▼-1.9%363,95228.7%ETFIVEiShares S&P 500 Value ETF$33,063,811$878,238 ▼-2.6%173,21825.7%ETFIJJiShares S&P Mid-Cap 400 Value ETF$4,965,891$92,845 ▼-1.8%39,7403.9%ETFIWOiShares Russell 2000 Growth ETF$4,794,361$235,977 ▼-4.7%16,6603.7%ETFAAPLApple$3,777,454$323,782 ▼-7.9%15,0852.9%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$3,740,105$15,814 ▲0.4%155,3862.9%ETFIWNiShares Russell 2000 Value ETF$3,638,118$62,868 ▼-1.7%22,1642.8%ETFEFViShares MSCI EAFE Value ETF$3,358,106$15,164 ▲0.5%64,0012.6%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$2,960,734$10,521 ▲0.4%118,1922.3%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$2,946,799$48,041 ▲1.7%122,9862.3%ETFBRK.BBerkshire Hathaway$2,832,423$453 ▼0.0%6,2492.2%FinanceEEMiShares MSCI Emerging Markets ETF$2,817,162$50,183 ▼-1.8%67,3652.2%FinanceEFGiShares MSCI EAFE Growth ETF$2,520,603$2,130 ▲0.1%26,0292.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$1,764,297$1,182 ▲0.1%19,4021.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,736,964$65,736 ▼-3.6%28,5901.3%ETFMSFTMicrosoft$1,654,274$137,821 ▲9.1%3,9251.3%Computer and TechnologyIYRiShares U.S. Real Estate ETF$1,557,641$22,611 ▼-1.4%16,7401.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,469,533$34,811 ▲2.4%59,0161.1%ETFGOOGLAlphabet$1,191,3400.0%6,2940.9%Computer and TechnologyREETiShares Global REIT ETF$1,179,707$79,627 ▼-6.3%49,2170.9%ETFIYEiShares U.S. Energy ETF$1,112,483$26,248 ▼-2.3%24,4130.9%ETFCOSTCostco Wholesale$849,0750.0%9260.7%Retail/WholesaleGOOGAlphabet$705,2730.0%3,7030.5%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$492,0110.0%6,6470.4%SHS REP COM UTDISWalt Disney$484,090$484,090 ▲New Holding4,3470.4%Consumer DiscretionaryJPMJPMorgan Chase & Co.$479,9410.0%2,0020.4%FinanceVONGVanguard Russell 1000 Growth ETF$463,7690.0%4,4900.4%ETFGRMNGarmin$435,8270.0%2,1130.3%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$423,6040.0%1,8220.3%ETFVUGVanguard Growth ETF$341,8960.0%8340.3%ETFPALANTIR TECHNOLOGIES INC$341,848$75,630 ▼-18.1%4,5200.3%CL AIBDUiShares iBonds Dec 2029 Term Corporate ETF$339,578$34,863 ▲11.4%14,8930.3%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$327,167$118,739 ▲57.0%15,3170.3%ETFAZOAutoZone$320,2000.0%1000.2%Retail/WholesaleNVDANVIDIA$298,865$71,158 ▼-19.2%2,2260.2%Computer and TechnologyIAUiShares Gold Trust$298,601$1,584 ▲0.5%6,0310.2%FinanceTSLATesla$292,239$54,896 ▼-15.8%7240.2%Auto/Tires/TrucksAMZNAmazon.com$276,234$29,401 ▼-9.6%1,2590.2%Retail/WholesalePRTAProthena$269,675$269,675 ▲New Holding19,4710.2%MedicalIWPiShares Russell Mid-Cap Growth ETF$260,1000.0%2,0520.2%ETFISHARES BITCOIN TRUST ETF$219,907$219,907 ▲New Holding4,1460.2%SHS BEN INTIGEiShares North American Natural Resources ETF$219,261$5,342 ▲2.5%5,1310.2%ETFIWSiShares Russell Mid-Cap Value ETF$214,8060.0%1,6610.2%ETFIEFAiShares Core MSCI EAFE ETF$214,1430.0%3,0470.2%ETFMETAMeta Platforms$200,383$200,383 ▲New Holding3420.2%Computer and TechnologyIBDPiShares iBonds Dec 2024 Term Corporate ETF$0$2,312,188 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$238,549 ▼-100.0%00.0%MedicalShowing 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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