Foundation Wealth Management, LLC

Business address
168 North Meramec Ave, Suite 100, Clayton, MO, 63105
Top securities (13F)
IVW, IVE, IWN, IJJ, IWO, IBIT, EFV, AAPL, IBDR, EEM, BRKB, IBDS, IBDQ, EFG, IJK, MSFT, IBDT, IYR, SCZ, and GOOGL
State of incorporation
MO
Fiscal year end
31 December
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Foundation Wealth Management, LLC has filed 14 SEC EDGAR filings since 21 Feb 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 28 Oct 2025 30 Sep 2025 028-23133
N-PX Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-23133
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-23133
13F-HR Open Document Open Filing 22 Apr 2025 31 Mar 2025 028-23133
13F-HR Open Document Open Filing 07 Feb 2025 31 Dec 2024 028-23133
13F-HR Open Document Open Filing 29 Oct 2024 30 Sep 2024 028-23133
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-23133
N-PX Open Document Open Filing 26 Jul 2024 30 Jun 2024 028-23133
13F-HR Open Document Open Filing 08 May 2024 31 Mar 2024 028-23133
13F-HR Open Document Open Filing 24 Jan 2024 31 Dec 2023 028-23133
13F-HR Open Document Open Filing 31 Oct 2023 30 Sep 2023 028-23133
13F-HR Open Document Open Filing 28 Jul 2023 30 Jun 2023 028-23133
13F-HR Open Document Open Filing 18 Apr 2023 31 Mar 2023 028-23133
13F-HR Open Document Open Filing 21 Feb 2023 31 Dec 2022 028-23133