FW
| |
Foundation Wealth Management, LLC13F | |
| Foundation Wealth Management, LLC | |
| Last update 2025-07-23 | 44 Stocks (1 new) |
| Value $144.00 Mil | Turnover 4 % |
Foundation Wealth Management, ... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVW | iShares S&P 500 Growth ETF | 363,453 | 40,015.0 | +1.18% | 27.870 | +0.33% | 0.070 | +25.22% | +11.61% | 62,137.8 | ||
IVE | iShares S&P 500 Value ETF | 177,796 | 34,744.5 | +1.76% | 24.200 | +0.42% | 0.090 | +12.01% | +5.73% | 40,043.9 | ||
IJJ | iShares S&P Mid-Cap 400 Value ETF | 48,611 | 6,007.6 | +24.96% | 4.180 | +0.84% | 0.080 | +15.11% | +4.00% | 7,973.5 | ||
IWO | iShares Russell 2000 Growth ETF | 20,000 | 5,716.3 | +21.93% | 3.980 | +0.72% | 0.050 | +20.58% | +3.17% | 12,024.1 | ||
IBIT | ISHARES BITCOIN TR | 88,910 | 5,442.3 | +7.22% | 3.790 | +0.26% | 0.010 | +26.48% | +26.84% | 86,672.5 | ||
IWN | iShares Russell 2000 Value ETF | 27,468 | 4,333.4 | +23.35% | 3.020 | +0.57% | 0.040 | +18.12% | +2.99% | 11,199.0 | ||
EFV | iShares MSCI EAFE Value ETF | 59,420 | 3,772.0 | -4.35% | 2.630 | -0.12% | 0.010 | +12.78% | +28.28% | 27,087.9 | ||
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 153,744 | 3,728.2 | -0.10% | 2.600 | 0% | 0.110 | +1.31% | +2.68% | 3,351.0 | ||
AAPL | Apple Inc | 15,069 | 3,091.5 | -0.13% | 2.150 | 0% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
EEM | iShares MSCI Emerging Markets ETF | 64,032 | 3,088.9 | -5.97% | 2.150 | -0.14% | 0.020 | +17.16% | +20.55% | 18,987.0 |
Foundation Wealth Management, LLC's Historical Top Holdings Breakdowns
Foundation Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IJJ | iShares S&P Mid-Cap 400 Value ETF | 2025-06-30 | Add Add | +0.84% | 103.88 ($117.68) 123.68 | $128.92 | 9.55% | Add 24.96% | 48,611 | 9,711 | |
IWO | iShares Russell 2000 Growth ETF | 2025-06-30 | Add Add | +0.72% | 224.16 ($263.09) 285.86 | $296.16 | 12.57% | Add 21.93% | 20,000 | 3,597 | |
IWN | iShares Russell 2000 Value ETF | 2025-06-30 | Add Add | +0.57% | 131.84 ($148.94) 157.76 | $167.78 | 12.65% | Add 23.35% | 27,468 | 5,199 | |
IVE | iShares S&P 500 Value ETF | 2025-06-30 | Add Add | +0.42% | 168.34 ($186.34) 195.42 | $200.17 | 7.42% | Add 1.76% | 177,796 | 3,072 | |
IVW | iShares S&P 500 Growth ETF | 2025-06-30 | Add Add | +0.33% | 82.96 ($98.88) 110.1 | $113.06 | 14.34% | Add 1.18% | 363,453 | 4,248 | |
IBIT | ISHARES BITCOIN TR | 2025-06-30 | Add Add | +0.26% | 43.59 ($55.89) 63.23 | $67.29 | 20.40% | Add 7.22% | 88,910 | 5,986 | |
SCZ | iShares MSCI EAFE Small-Cap ETF | 2025-06-30 | Reduce Reduce | -0.25% | 57.14 ($67.61) 72.68 | $75.01 | 10.95% | Reduce -15.65% | 26,991 | -5,006 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +0.19% | 94.31 ($125.57) 157.99 | $170.78 | 36.00% | Add 70.43% | 4,305 | 1,779 | |
IGE |
iShares North American Natural Resources ETF
iShares North American Natural Resources ETF
| 2025-06-30 | Sold Out Sold Out | -0.19% | 38.21 ($42.91) 46.01 | $45.50 | 6.04% | Sold Out | 0 | -5,245 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-06-30 | New Buy New Buy | +0.16% | 221.03 ($257.49) 294.78 | $282.01 | 9.52% | New holding | 793 | 793 |
Foundation Wealth Management, LLC Total Holding History ($B)
Foundation Wealth Management, LLC's Asset Allocation
Foundation Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Foundation Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Foundation Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Foundation Wealth Management, LLC's Holdings Heat Map
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Foundation Wealth Management, LLC's Holdings Bubble Chart
Foundation Wealth Management, LLC News
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