FW

Foundation Wealth Management, LLC\PA

13F
Foundation Wealth Management, LLC\PA
Last update 2025-04-23 88 Stocks (3 new)
Value $210.00 Mil Turnover 6 %
Countries:
Top Holdings: VTI(7.24%)VCIT(6.20%)DFAC(6.08%)IVV(5.53%)VNQ(4.59%)
Summary Stock Picks Current Portfolio
Foundation Wealth Management, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
55,378
15,220.0
+15.15%
7.240
+0.95%
0.000
+16.64%
+6.69%
471,979.2
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
159,210
13,017.0
+16.25%
6.200
+0.87%
0.030
+3.56%
+4.47%
52,908.7
 
DFAC
Dimensional U.S. Core Equity 2 ETF
387,234
12,774.9
-11.26%
6.080
-0.82%
0.040
+16.13%
+5.78%
35,294.2
 
IVV
iShares Core S&P 500 ETF
20,687
11,624.0
-3.70%
5.530
-0.23%
0.000
+16.17%
+7.19%
622,709.8
 
VNQ
Vanguard Real Estate Index Fund ETF
106,398
9,633.3
-2.75%
4.590
-0.13%
0.030
+6.54%
+3.14%
33,407.9
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
113,008
8,920.9
+28.59%
4.250
+0.95%
0.020
+2.12%
+3.52%
34,901.1
 
BSV
Vanguard Short-Term Bond ETF
104,519
8,181.8
-0.95%
3.890
-0.04%
0.020
+1.25%
+3.13%
38,391.3
 
EFA
iShares MSCI EAFE ETF
81,833
6,688.2
-3.33%
3.180
-0.10%
0.010
+13.24%
+19.55%
64,079.3
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
132,090
6,591.3
-5.62%
3.140
-0.18%
0.050
+1.40%
+4.20%
15,021.5
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
198,521
6,579.0
+7.69%
3.130
+0.22%
0.090
+13.92%
+7.07%
8,746.1
 

Foundation Wealth Management, LLC\PA's Historical Top Holdings Breakdowns

Foundation Wealth Management, LLC\PA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.95%
●
271.18 ($290.53) 303.12
$307.11
5.71%
Add 15.15%
55,378
7,284
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.95%
●
77.7 ($78.41) 78.94
$79.03
0.80%
Add 28.59%
113,008
25,128
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.87%
●
79.17 ($80.9) 82.04
$81.94
1.28%
Add 16.25%
159,210
22,251
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Reduce
Reduce
-0.82%
●
32.42 ($34.71) 36.1
$36.34
4.71%
Reduce -11.26%
387,234
-49,136
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.54%
●
47.4 ($50.6) 52.99
$56.86
12.36%
Add 33.82%
88,352
22,328
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
Add
Add
+0.53%
●
27.56 ($30.26) 32.1
$30.57
1.02%
Add 23.21%
208,785
39,334
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
2025-03-31
Add
Add
+0.25%
●
24.05 ($24.48) 24.86
$24.74
1.06%
Add 9.08%
255,869
21,291
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Reduce
Reduce
-0.24%
●
46.74 ($47.22) 47.57
$47.91
1.46%
Reduce -15.19%
58,203
-10,428
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.23%
●
554.06 ($590.51) 615.85
$626.57
6.11%
Reduce -3.7%
20,687
-794
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+0.22%
●
32.57 ($34.36) 35.83
$36.00
4.77%
Add 7.69%
198,521
14,177

Foundation Wealth Management, LLC\PA Total Holding History ($B)

To

Foundation Wealth Management, LLC\PA's Asset Allocation

To

Foundation Wealth Management, LLC\PA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Foundation Wealth Management, LLC\PA's Hypothetical Growth since 2025-03-31

Foundation Wealth Management, LLC\PA's Yearly Returns

Year Portfolio % % Excess Gain %

Foundation Wealth Management, LLC\PA's Holdings Heat Map

Size field:

Foundation Wealth Management, LLC\PA's Holdings Bubble Chart

Foundation Wealth Management, LLC\PA News

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