Foundation Wealth Management, LLC
Q3 2026 13F filing
Updated 14 days ago62 disclosed positions worth $186.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $47.8M | 336.2K | 25.68% | Trimmed(-0.2%) |
| 2 | E ISHARES TR | $42.8M | 187.3K | 22.96% | Added(+1.6%) |
| 3 | P PROCTER & GAMBLE CO | $8.1M | 56.0K | 4.37% | — |
| 4 | I ISHARES TR | $7.6M | 55.3K | 4.09% | Trimmed(-2.7%) |
| 5 | E ISHARES TR | $7.2M | 34.5K | 3.88% | Trimmed(-2.4%) |
| 6 | E ISHARES TR | $5.9M | 16.6K | 3.18% | Trimmed(-5.9%) |
| 7 | I ISHARES BITCOIN TRUST ETF | $5.4M | 113.1K | 2.87% | Added(+4.2%) |
| 8 | A APPLE INC | $4.6M | 13.8K | 2.47% | Added(+5.7%) |
| 9 | E ISHARES TR | $3.7M | 47.4K | 2.01% | Trimmed(-2.9%) |
| 10 | E ISHARES TR | $3.6M | 148.7K | 1.93% | Trimmed(-1.9%) |
| 11 | E ISHARES TR | $3.4M | 141.4K | 1.83% | Added(+0.1%) |
| 12 | E ISHARES TR | $3.4M | 50.7K | 1.82% | Trimmed(-10.0%) |
| 13 | J ISHARES TR | $3.4M | 40.1K | 1.82% | Trimmed(-13.1%) |
| 14 | B BERKSHIRE HATHAWAY INC DEL | $3.1M | 6.2K | 1.65% | Added(+0.8%) |
| 15 | E ISHARES TR | $2.8M | 25.2K | 1.48% | Added(+1.1%) |
| 16 | E ISHARES TR | $2.6M | 21.4K | 1.38% | Trimmed(-1.6%) |
| 17 | B GRAYSCALE BITCOIN MINI TR ET | $2.4M | 64.2K | 1.27% | Added(+65.1%) |
| 18 | G ALPHABET INC | $2.2M | 6.4K | 1.18% | Added(+7.5%) |
| 19 | M MICROSOFT CORP | $2.2M | 4.3K | 1.18% | Added(+54.2%) |
| 20 | E ISHARES TR | $2M | 79.1K | 1.06% | Added(+1.1%) |
| 21 | T TEXAS INSTRS INC | $1.6M | 5.8K | 0.88% | — |
| 22 | M ISHARES TR | $1.6M | 25.1K | 0.87% | Trimmed(-1.8%) |
| 23 | ? N/A ISHARES TR | $1.4M | 15.1K | 0.77% | Trimmed(-0.5%) |
| 24 | G ALPHABET INC | $1.1M | 3.4K | 0.61% | Added(+20.0%) |
| 25 | E ISHARES TR | $1.1M | 41.7K | 0.58% | Added(+0.2%) |
| 26 | N NVIDIA CORPORATION | $1M | 4.4K | 0.54% | Added(+71.9%) |
| 27 | ? N/A ISHARES TR | $889K | 42.0K | 0.48% | Added(+4.2%) |
| 28 | P PALANTIR TECHNOLOGIES INC | $864K | 4.6K | 0.46% | Unchanged |
| 29 | ? N/A ISHARES TR | $792K | 34.9K | 0.42% | Added(+8.3%) |
| 30 | J JPMORGAN CHASE & CO | $704K | 2.1K | 0.38% | Added(+16.7%) |
| 31 | A ADVANCED MICRO DEVICES INC | $695K | 1.1K | 0.37% | Added(+60.7%) |
| 32 | A AMAZON COM INC | $589K | 2.4K | 0.32% | — |
| 33 | ? N/A ISHARES TR | $563K | 28.0K | 0.30% | Added(+37.0%) |
| 34 | C COSTCO WHOLESALE CORPORATION | $557K | 612 | 0.30% | Added(+3.0%) |
| 35 | S SCHWAB STRATEGIC TR | $551K | 16.9K | 0.30% | — |
| 36 | I INTERNATIONAL BUSINESS MACHS | $490K | 2.2K | 0.26% | Added(+168.6%) |
| 37 | M MICRON TECHNOLOGY INC | $445K | 418 | 0.24% | Trimmed(-58.2%) |
| 38 | G GRAYSCALE BITCOIN TRUST ETF | $429K | 6.6K | 0.23% | Unchanged |
| 39 | I ISHARES GOLD TR | $388K | 5.0K | 0.21% | — |
| 40 | A BROADCOM INC | $388K | 1.1K | 0.21% | — |
| 41 | A ABBVIE INC | $348K | 1.3K | 0.19% | Added(+18.4%) |
| 42 | ? N/A ISHARES TR | $345K | 14.3K | 0.18% | Added(+34.6%) |
| 43 | D DISNEY WALT CO | $326K | 3.1K | 0.17% | Trimmed(-37.4%) |
| 44 | G GARMIN LTD | $318K | 1.1K | 0.17% | Unchanged |
| 45 | P PALO ALTO NETWORKS INC | $312K | 785 | 0.17% | — |
| 46 | L ELI LILLY & CO | $292K | 252 | 0.16% | — |
| 47 | S SCHWAB STRATEGIC TR | $289K | 9.2K | 0.16% | — |
| 48 | T TAIWAN SEMICONDUCTOR MANUFAC | $287K | 628 | 0.15% | — |
| 49 | S SCHWAB STRATEGIC TR | $286K | 9.5K | 0.15% | — |
| 50 | J JOHNSON & JOHNSON | $278K | 1.1K | 0.15% | — |