Foundation Wealth Management, LLC: 13F holdings
CIK 19663512026Q2
| Positions | 51 |
|---|
| Reported value | $169.1m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 51 (+7 vs prior quarter) |
|---|
| Reported value | $169.1m (+14.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES TR | 336,974 | $46.3m | 27.4% |
| IVE ISHARES TR | 184,393 | $41.9m | 24.8% |
| IJJ ISHARES TR | 56,830 | $8.4m | 5.0% |
| IWN ISHARES TR | 35,378 | $7.8m | 4.6% |
| IWO ISHARES TR | 17,660 | $7.0m | 4.1% |
| EEM ISHARES TR | 56,362 | $3.9m | 2.3% |
| SCZ ISHARES TR | 46,093 | $3.8m | 2.2% |
| AAPL APPLE INC | 13,048 | $3.8m | 2.2% |
| EFV ISHARES TR | 48,810 | $3.7m | 2.2% |
| IBIT ISHARES BITCOIN TRUST ETF | 108,535 | $3.6m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1966351")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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