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FOUNDATION WEALTH MANAGEMENT, LLC\PA 13F portfolio summary

FOUNDATION WEALTH MANAGEMENT, LLC\PA of FOUNDATION WEALTH MANAGEMENT, LLC\PA has 91 current stock holdings with a reported portfolio value of $283.5M. The portfolio 1 year return is +13.84%. Top holdings include SPY (0.00%), BSV (0.00%), VTI (12.46%), VCIT (10.78%), VCSH (6.49%).

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FOUNDATION WEALTH MANAGEMENT, LLC\PA

FOUNDATION WEALTH MANAGEMENT, LLC\PA
Latest filing: 2026-03-31

FOUNDATION WEALTH MANAGEMENT, LLC\PA runs FOUNDATION WEALTH MANAGEMENT, LLC\PA and currently holds 91 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $283.52M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FOUNDATION WEALTH MANAGEMENT, LLC\PA ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FOUNDATION WEALTH MANAGEMENT, LLC\PA's portfolio at FOUNDATION WEALTH MANAGEMENT, LLC\PA has delivered returns of +13.84%. Their 3-year annualized return is +13.07%. Looking at the 5-year horizon, FOUNDATION WEALTH MANAGEMENT, LLC\PA has achieved +13.07% annualized returns at FOUNDATION WEALTH MANAGEMENT, LLC\PA.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.84%
#0/1000
3 Year
+13.07%
#0/1000
5 Year
+13.07%
#0/1000

Portfolio Value

$283.52M

Alpha Score

11.9

#0 of 1000

Holdings

91

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change