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FOUNDATION WEALTH MANAGEMENT, LLC\PA
FOUNDATION WEALTH MANAGEMENT, LLC\PA
Latest filing: 2026-06-30
FOUNDATION WEALTH MANAGEMENT, LLC\PA runs FOUNDATION WEALTH MANAGEMENT, LLC\PA and currently holds 105 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $331.34M. Their top holdings are VTI, VCIT, VCSH, DFSV, IVV. The top five represent 39.3% of reported portfolio weight. FOUNDATION WEALTH MANAGEMENT, LLC\PA ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, FOUNDATION WEALTH MANAGEMENT, LLC\PA initiated 13 new positions. They added to 40 existing positions. They trimmed 28 positions. Their current best-performing preview position is UNH with returns of +53.60%.
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105 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTI VANGUARD INDEX FDS | 12.71% | $309.98 | $378.25 | +22.02% | Added +6.53% |
 VCIT VANGUARD SCOTTSDALE FDS | 9.41% | $82.29 | $81.05 | -1.51% | Added +5.22% |
 VCSH VANGUARD SCOTTSDALE FDS | 5.91% | $78.97 | $78.59 | -0.48% | Added +10.04% |
 DFSV DIMENSIONAL ETF TRUST | 5.88% | $32.03 | $40.29 | +25.77% | Added +8.45% |
 IVV ISHARES TR | 5.38% | $614.30 | $769.30 | +25.23% | Added +19.04% |
 DUHP DIMENSIONAL ETF TRUST | 5.26% | $36.03 | $42.39 | +17.65% | Added +10.07% |
 DFEM DIMENSIONAL ETF TRUST | 4.64% | $29.03 | $39.90 | +37.44% | Added +6.63% |
 VEA VANGUARD TAX-MANAGED FDS | 4.01% | $56.45 | $73.43 | +30.08% | Added +11.46% |
 DFAC DIMENSIONAL ETF TRUST | 3.67% | $34.59 | $45.61 | +31.86% | Trimmed -0.60% |
 SCHR SCHWAB STRATEGIC TR | 3.60% | $24.66 | $24.39 | -1.12% | Added +5.56% |
Showing 1-10 of 105