Foundation Wealth Management, LLC\PA

Business address
9 West Third Street, Media, PA, 19063
Top securities (13F)
VTI, VCIT, IVV, VCSH, DFAC, DUHP, DFSV, DFEM, SCHR, BSV, EFA, VEA, VNQ, IWF, DIHP, VEU, VTIP, DISV, DFIC, and IWD
State of incorporation
PA
Fiscal year end
31 December
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Foundation Wealth Management, LLC\PA has filed 5 SEC EDGAR filings since 12 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-24933
N-PX Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-24933
13F-HR Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-24933
13F-HR Open Document Open Filing 23 Apr 2025 31 Mar 2025 028-24933
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-24933