13F Filings History of Foundation Wealth Management, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$151,937,767
Signature - Title
Hannah Rae Leone - Chief Operating Officer
Location
Clayton, MO
Summary
This page shows a list of all the recent 13F filings made by Foundation Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Foundation Wealth Management, LLC reported 43 stock holdings with total value $151,937,767 as of Q4 2025. Top holdings included IVW, IVE, IWN, IJJ, and IWO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 43 $151,937,767 +$2,816,310 -$9,096,005 -$6,279,695 IVW, IVE, IWN, IJJ, IWO 13F-HR 27 Jan 2026, 06:32
Q3 2025 46 $156,472,706 +$15,023,630 -$13,036,820 +$1,986,810 IVW, IVE, IWN, IJJ, IWO 13F-HR 28 Oct 2025, 07:25
Q2 2025 44 $143,557,357 +$5,697,265 -$1,246,756 +$4,450,509 IVW, IVE, IJJ, IWO, IBIT 13F-HR 23 Jul 2025, 10:08
Q1 2025 44 $127,666,383 +$4,707,424 -$1,756,770 +$2,950,654 IVW, IVE, IJJ, IWO, IBIT 13F-HR 21 Apr 2025, 19:09
Q4 2024 45 $128,802,659 +$1,600,067 -$5,354,254 -$3,754,187 IVW, IVE, IJJ, IWO, AAPL 13F-HR 06 Feb 2025, 17:36
Q3 2024 43 $131,805,560 +$1,632,071 -$4,751,241 -$3,119,170 IVW, IVE, IJJ, IWO, AAPL 13F-HR 29 Oct 2024, 14:49
Q2 2024 45 $127,619,669 +$4,297,697 -$2,170,734 +$2,126,963 IVW, IVE, IJJ, IWO, AAPL 13F-HR 13 Aug 2024, 13:31
Q1 2024 39 $122,676,359 +$16,431,772 -$13,288,533 +$3,143,239 IVW, IVE, IJJ, IWO, IBDR 13F-HR 08 May 2024, 15:32
Q4 2023 35 $111,889,851 +$9,247,946 -$6,629,458 +$2,618,488 IVW, IVE, IJJ, IWO, AAPL 13F-HR 24 Jan 2024, 16:37
Q3 2023 39 $100,056,951 +$3,793,471 -$2,580,633 +$1,212,838 IVW, IVE, IWO, IJJ, IBDR 13F-HR 31 Oct 2023, 09:17
Q2 2023 39 $102,499,235 +$1,663,834 -$1,629,544 +$34,290 IVW, IVE, IJJ, IWO, AAPL 13F-HR 28 Jul 2023, 10:08
Q1 2023 37 $97,146,690 +$2,188,482 -$8,894,225 -$6,705,743 IVW, IVE, IJJ, IWO, IBDR 13F-HR 18 Apr 2023, 12:30
Q4 2022 38 $98,475,856 $0 $0 $0 IVW, IVE, IWO, SCZ, IJJ 13F-HR 21 Feb 2023, 08:37