Foundation Wealth Management, LLC\Pa Top Holdings and 13F Report (2025) About Foundation Wealth Management, LLC\PaInvestment ActivityFoundation Wealth Management, LLC\Pa has $206.32 million in total holdings as of December 31, 2024.Foundation Wealth Management, LLC\Pa owns shares of 89 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $15,094,044Vanguard Total Stock Market ETF $13,938,231iShares Core S&P 500 ETF $12,645,435Vanguard Intermediate-Term Corporate Bond ETF $10,993,663Vanguard Real Estate ETF $9,745,713 Sector AllocationMap of 500 Largest Holdings ofFoundation Wealth Management, LLC\Pa Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$15,094,044436,3707.3%ETFVTIVanguard Total Stock Market ETF$13,938,23148,0946.8%ETFIVViShares Core S&P 500 ETF$12,645,43521,4816.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$10,993,663136,9595.3%ETFVNQVanguard Real Estate ETF$9,745,713109,4044.7%ETFBSVVanguard Short-Term Bond ETF$8,153,312105,5174.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,855,51987,8803.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$6,776,731139,9573.3%ManufacturingEFAiShares MSCI EAFE ETF$6,400,63384,6533.1%FinanceDUHPDimensional US High Profitability ETF$6,228,987184,3443.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$5,913,816225,8042.9%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$5,697,900234,5782.8%ETFIWFiShares Russell 1000 Growth ETF$5,399,24313,4452.6%ETFDFSVDimensional US Small Cap Value ETF$5,215,705169,4512.5%ETFDFICDimensional International Core Equity 2 ETF$4,307,549166,6692.1%ETFIWNiShares Russell 2000 Value ETF$3,888,92323,6881.9%ETFVEUVanguard FTSE All-World ex-US ETF$3,708,38664,5951.8%ETFIWDiShares Russell 1000 Value ETF$3,574,52519,3081.7%ETFDFSDDimensional Short-Duration Fixed Income ETF$3,217,42168,6311.6%ETFVEAVanguard FTSE Developed Markets ETF$3,157,25266,0241.5%ETFIWViShares Russell 3000 ETF$3,156,6579,4441.5%ETFSCZiShares MSCI EAFE Small-Cap ETF$3,020,06549,7131.5%ETFIJRiShares Core S&P Small-Cap ETF$2,893,40525,1121.4%ETFSLYVSPDR S&P 600 Small CapValue ETF$2,829,43032,4291.4%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,690,28023,5001.3%ETFIWOiShares Russell 2000 Growth ETF$2,643,6279,1851.3%ETFVWOVanguard FTSE Emerging Markets ETF$2,569,51458,3451.2%ETFAZNAstraZeneca$2,514,39638,3761.2%MedicalDIHPDimensional International High Profitability ETF$2,455,89497,3401.2%ETFDFUVDimensional US Marketwide Value ETF$2,345,30157,3141.1%ETFIWMiShares Russell 2000 ETF$2,327,37810,5331.1%FinanceDFSUDimensional US Sustainability Core 1 ETF$2,248,38059,3241.1%ETFIWBiShares Russell 1000 ETF$2,222,5826,8991.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,152,07342,0821.0%ETFDISVDimensional International Small Cap Value ETF$1,994,69375,0731.0%ETFTIPiShares TIPS Bond ETF$1,861,56617,4710.9%ETFEFViShares MSCI EAFE Value ETF$1,334,24825,4290.6%ETFDFATDimensional U.S. Targeted Value ETF$1,320,58923,7260.6%ETFAAPLApple$1,212,0764,8400.6%Computer and TechnologyDFEVDimensional Emerging Markets Value ETF$1,190,02545,4030.6%ETFDFGRDimensional Global Real Estate ETF$1,097,74242,9810.5%ETFDFIVDimensional International Value ETF$961,83127,1090.5%ETFBNDXVanguard Total International Bond ETF$907,76818,5070.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$867,11934,8800.4%ETFUNHUnitedHealth Group$835,3621,6510.4%MedicalVTVVanguard Value ETF$810,7784,7890.4%ETFAJGArthur J. Gallagher & Co.$720,9792,5400.3%FinanceIWPiShares Russell Mid-Cap Growth ETF$692,6895,4650.3%ETFSCHXSchwab US Large-Cap ETF$655,97128,2990.3%ETFIVEiShares S&P 500 Value ETF$594,4003,1140.3%ETFMRKMerck & Co., Inc.$520,6785,2340.3%MedicalDFAIDimensional International Core Equity Market ETF$516,91817,7030.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$510,35513,3010.2%ETFNVDANVIDIA$476,8653,5510.2%Computer and TechnologyTAT&T$452,97819,8940.2%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$450,19213,7040.2%ETFJNJJohnson & Johnson$410,8552,8410.2%MedicalDIMENSIONAL ETF TRUST$400,4996,2420.2%US CORE EQUITY 1DFARDimensional US Real Estate ETF$396,52717,0400.2%ETFVGTVanguard Information Technology ETF$393,5996330.2%ETFJPMJPMorgan Chase & Co.$392,1411,6360.2%FinanceMSFTMicrosoft$374,2478880.2%Computer and TechnologyVUGVanguard Growth ETF$352,9788600.2%ETFSPYSPDR S&P 500 ETF Trust$328,2055600.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$322,0183,3230.2%FinanceBNDVanguard Total Bond Market ETF$320,7914,4610.2%ETFSCHBSchwab US Broad Market ETF$316,52913,9440.2%ETFDFCFDimensional Core Fixed Income ETF$310,8467,5320.2%ETFVBVanguard Small-Cap ETF$306,8071,2770.1%ETFDFLVDimensional US Large Cap Value ETF$303,30310,1000.1%ETFXOMExxon Mobil$295,1832,7440.1%Oils/EnergyVOVanguard Mid-Cap ETF$287,8951,0900.1%ETFAMZNAmazon.com$285,2071,3000.1%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$278,4692,1530.1%ETFBIVVanguard Intermediate-Term Bond ETF$266,6353,5680.1%ETFVBRVanguard Small-Cap Value ETF$260,0121,3120.1%ETFVOEVanguard Mid-Cap Value ETF$257,5381,5920.1%ETFBXBlackstone$250,0091,4500.1%FinanceSUBiShares Short-Term National Muni Bond ETF$249,6712,3670.1%ETFGSYInvesco Ultra Short Duration ETF$242,5324,8400.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$235,0322,1640.1%ETFITWIllinois Tool Works$227,6978980.1%Industrial ProductsAWIArmstrong World Industries$219,6271,5540.1%ConstructionDFAEDimensional Emerging Core Equity Market ETF$214,4538,4530.1%ETFAVGOBroadcom$210,9749100.1%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$208,7992,3110.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$207,8996,2750.1%ETFIAUiShares Gold Trust$204,8234,1370.1%FinanceTMCTMC the metals$22,40020,0000.0%Basic MaterialsShowing 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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