Notify me when Foundation Wealth Management, LLC\PA files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 93 | $275,582,919 | +$27,088,322 | -$14,607,452 | +$12,480,870 | VTI, VCIT, VCSH, IVV, DFSV | 13F-HR | 15 Jan 2026, 13:41 |
| Q3 2025 | 94 | $258,228,985 | +$26,197,920 | -$12,577,181 | +$13,620,739 | VTI, VCIT, IVV, VCSH, DFAC | 13F-HR | 20 Oct 2025, 21:31 |
| Q2 2025 | 94 | $231,182,390 | +$12,583,525 | -$4,704,156 | +$7,879,369 | VTI, VCIT, IVV, DFAC, VCSH | 13F-HR | 11 Aug 2025, 06:17 |
| Q1 2025 | 88 | $210,101,319 | +$11,669,933 | -$6,466,636 | +$5,203,297 | VTI, VCIT, DFAC, IVV, VNQ | 13F-HR | 22 Apr 2025, 21:38 |
| Q4 2024 | 89 | $206,321,992 | $0 | $0 | $0 | DFAC, VTI, IVV, VCIT, VNQ | 13F-HR | 11 Feb 2025, 21:31 |