13F Filings History of FOUNDATIONS INVESTMENT ADVISORS, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$7,624,732,644
Signature - Title
Marc J. Pugsley - Chief Compliance Officer
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by FOUNDATIONS INVESTMENT ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FOUNDATIONS INVESTMENT ADVISORS, LLC reported 1096 stock holdings with total value $7,624,732,644 as of Q4 2025. Top holdings included IVW, IVE, DYNF, IUSB, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,096 $7,624,732,644 +$1,336,458,297 -$629,482,544 +$706,975,753 IVW, IVE, DYNF, IUSB, NVDA 13F-HR 09 Feb 2026, 18:05
Q3 2025 1,033 $6,880,297,656 +$985,385,845 -$908,870,948 +$76,514,897 IVW, DYNF, QUAL, BIL, IUSB 13F-HR 03 Nov 2025, 15:09
Q2 2025 916 $6,332,323,616 +$932,237,347 -$513,226,160 +$419,011,187 IVW, SPY, QUAL, IUSB, DYNF 13F-HR 08 Aug 2025, 14:34
Q1 2025 855 $5,416,988,332 +$1,052,163,017 -$723,133,047 +$329,029,970 IVW, IVV, SPY, IUSB, QUAL 13F-HR 07 May 2025, 12:30
Q4 2024 836 $5,180,792,416 +$728,641,209 -$255,527,352 +$473,113,857 IVW, IVV, IUSB, SPY, QUAL 13F-HR 22 Jan 2025, 14:02
Q3 2024 816 $4,759,238,083 +$855,339,738 -$378,355,099 +$476,984,639 IUSB, IVW, IVV, TDSC, QUAL 13F-HR 21 Oct 2024, 16:13
Q2 2024 752 $4,120,612,049 +$636,703,436 -$372,345,877 +$264,357,559 IVV, TDSC, BIL, CLSM, IVW 13F-HR 02 Aug 2024, 15:04
Q1 2024 703 $3,819,692,517 +$475,890,305 -$547,988,994 -$72,098,689 TDSC, IVV, CLSM, BIL, SPY 13F-HR 13 May 2024, 12:59
Q4 2023 665 $3,677,088,108 +$964,708,999 -$765,126,279 +$199,582,720 IVV, TDSC, CLSM, BIL, IUSB 13F-HR 08 Feb 2024, 11:12
Q3 2023 639 $3,247,584,984 +$722,447,428 -$407,091,453 +$315,355,975 TDSC, BIL, IVV, BSCN, IUSB 13F-HR 05 Oct 2023, 16:07
Q2 2023 573 $3,020,469,043 +$713,678,665 -$565,694,909 +$147,983,756 TDSC, BIL, IVV, CLSM, TDSB 13F-HR 19 Jul 2023, 11:03
Q1 2023 514 $2,797,380,617 +$621,175,016 -$399,775,607 +$221,399,409 TDSC, CLSA, TDSB, TDSD, BIL 13F-HR 25 Apr 2023, 09:19
Q4 2022 443 $2,513,335,655 +$632,290,531 -$429,050,252 +$203,240,279 TDSC, CLSA, TDSB, TDSD, SHY 13F-HR 11 Jan 2023, 11:39
Q3 2022 399 $2,293,111,000 +$255,920,414 -$264,355,671 -$8,435,257 TDSC, CLSC, TDSB, TDSD, TDSE 13F-HR 19 Oct 2022, 15:02
Q2 2022 395 $2,391,822,000 +$489,380,062 -$435,785,739 +$53,594,323 TDSC, CLSC, TDSB, TDSD, RPHS 13F-HR 07 Jul 2022, 18:03
Q1 2022 347 $2,583,248,000 +$372,049,725 -$157,360,972 +$214,688,753 TDSC, TDSD, CLSA, TDSB, CLSC 13F-HR 19 Apr 2022, 16:21
Q4 2021 343 $2,653,097,000 +$579,739,441 -$295,919,136 +$283,820,305 TDSC, CLSA, TDSD, TDSB, TDSE 13F-HR 21 Jan 2022, 16:51
Q3 2021 312 $2,289,808,000 +$653,102,429 -$417,608,008 +$235,494,421 TDSC, TDSB, TDSD, CLSM, CLSC 13F-HR 12 Oct 2021, 21:23
Q2 2021 300 $2,084,723,000 +$314,934,320 -$50,963,315 +$263,971,005 TDSC, TDSB, TDSD, TDSE, DVY 13F-HR 14 Jul 2021, 13:59
Q1 2021 224 $1,732,895,000 +$400,011,661 -$240,788,281 +$159,223,380 TDSC, TDSB, TDSD, DVY, TDSE 13F-HR 09 Apr 2021, 11:49
Q4 2020 188 $1,520,003,000 +$1,272,226,233 -$231,231,494 +$1,040,994,739 TDSC, TDSB, TDSD, QQQ, TDSE 13F-HR 12 Jan 2021, 18:58
Q3 2020 167 $455,828,000 +$225,986,578 -$916,390,159 -$690,403,581 UUP, QQQ, VNQ, SPY, VGSH 13F-HR 07 Oct 2020, 13:04
Q2 2020 163 $1,130,071,000 +$980,470,485 -$738,062,058 +$242,408,427 QQQ, VAW, VGT, VBK, VHT 13F-HR 08 Jul 2020, 14:48
Q1 2020 118 $862,960,000 +$674,133,388 -$563,499,801 +$110,633,587 IEF, HDV, TLT, GLD, SHV 13F-HR 06 Apr 2020, 11:57
Q4 2019 128 $813,417,000 +$303,844,118 -$291,611,579 +$12,232,539 XLK, XLV, MGK, TLT, VUG 13F-HR 09 Jan 2020, 15:54
Q3 2019 129 $762,644,000 +$197,775,278 -$95,628,445 +$102,146,833 LQD, VUG, QQQ, MGK, IEF 13F-HR 07 Oct 2019, 13:36
Q2 2019 119 $665,773,000 +$523,573,105 -$453,773,399 +$69,799,706 IEF, LQD, QQQ, VUG, MGK 13F-HR 05 Jul 2019, 17:56
Q1 2019 97 $575,984,000 +$338,884,576 -$237,768,681 +$101,115,895 IYR, XLY, MDY, IWM, IWN 13F-HR 05 Apr 2019, 19:21
Q4 2018 103 $470,632,000 +$343,055,211 -$280,363,541 +$62,691,670 ILF, IYR, XLK, IWS, LQD 13F-HR 11 Feb 2019, 16:41
Q3 2018 100 $410,695,000 +$87,206,343 -$62,275,018 +$24,931,325 LQD, MGK, VIG, VOE, VGK 13F-HR 09 Nov 2018, 11:01
Q2 2018 90 $375,204,000 $0 $0 $0 QQQ, LQD, MGK, VOE, VIG 13F-HR 14 Aug 2018, 16:54