FW
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Foundation Wealth Management, LLC13F | |
| Foundation Wealth Management, LLC | |
| Last update 2025-04-22 | 44 Stocks (0 new) |
| Value $128.00 Mil | Turnover 4 % |
Foundation Wealth Management, ... Top Holdings of 2025-03-31
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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 | 359,205 | 33,345.1 | -1.30% | 26.120 | -0.37% | 0.070 | +22.61% | +9.28% | 60,970.9 | ||
IVE | iShares S&P 500 Value ETF | 174,724 | 33,298.2 | +0.87% | 26.080 | +0.22% | 0.090 | +11.45% | +4.52% | 39,588.8 | ||
IJJ | iShares S&P Mid-Cap 400 Value ETF | 38,900 | 4,657.5 | -2.11% | 3.650 | -0.08% | 0.060 | +16.91% | +2.85% | 7,930.6 | ||
IWO | iShares Russell 2000 Growth ETF | 16,403 | 4,190.4 | -1.54% | 3.280 | -0.06% | 0.040 | +20.42% | +0.55% | 11,632.5 | ||
IBIT | ISHARES BITCOIN TR | 82,924 | 3,881.7 | +1,900.10% | 3.040 | +2.89% | 0.010 | +40.99% | +26.69% | 82,156.7 | ||
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 153,892 | 3,725.7 | -0.96% | 2.920 | -0.03% | 0.120 | +1.52% | +2.55% | 3,326.7 | ||
EFV | iShares MSCI EAFE Value ETF | 62,121 | 3,661.4 | -2.94% | 2.870 | -0.08% | 0.020 | +14.89% | +23.93% | 26,094.1 | ||
IWN | iShares Russell 2000 Value ETF | 22,269 | 3,362.1 | +0.47% | 2.630 | +0.01% | 0.030 | +20.64% | +1.26% | 11,390.8 | ||
AAPL | Apple Inc | 15,088 | 3,351.4 | +0.02% | 2.630 | 0% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 6,248 | 3,327.4 | -0.02% | 2.610 | 0% | 0.000 | -9.21% | +4.98% | 1,026,074.7 | Insurance |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBIT | ISHARES BITCOIN TR | 2025-03-31 | Add Add | +2.89% | 44.91 ($52.94) 60.42 | $67.21 | 26.96% | Add 1900.1% | 82,924 | 78,778 | |
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | Reduce Reduce | -0.37% | 92.45 ($100.81) 106.69 | $110.70 | 9.81% | Reduce -1.3% | 359,205 | -4,747 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.23% | 222.15 ($333.26) 428.22 | $313.51 | -5.93% | Sold Out | 0 | -724 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Add Add | +0.22% | 185.78 ($193.5) 198.58 | $197.89 | 2.27% | Add 0.87% | 174,724 | 1,506 | |
SCZ | iShares MSCI EAFE Small-Cap ETF | 2025-03-31 | Add Add | +0.17% | 59.28 ($63.17) 66.08 | $72.71 | 15.10% | Add 11.92% | 31,997 | 3,407 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.14% | 890.62 ($974.97) 1076.86 | $970.33 | -0.48% | Reduce -20.73% | 734 | -192 | |
DIS | The Walt Disney Co | 2025-03-31 | Add Add | +0.13% | 96.87 ($107.47) 114 | $119.87 | 11.54% | Add 37.82% | 5,991 | 1,644 | |
GRMN | Garmin Ltd | 2025-03-31 | Reduce Reduce | -0.11% | 204.55 ($216.17) 241.93 | $215.92 | -0.12% | Reduce -33.36% | 1,408 | -705 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.11% | 375.39 ($407.71) 447.2 | $503.32 | 23.45% | Reduce -8.33% | 3,598 | -327 | |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 2025-03-31 | Reduce Reduce | -0.08% | 117.4 ($125.21) 131.02 | $127.50 | 1.83% | Reduce -2.11% | 38,900 | -840 |
Foundation Wealth Management, LLC Total Holding History ($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 2025-03-31
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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