Foundation Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FW Foundation Wealth Management, LLC | Institutional Filer | ▼ 2.58% | $148.0M | 44 |
Current Portfolio Holdings
Showing all 44 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | — | 182K | $38.5M | 25.98% |
| 2 | IVW | ISHARES TR | — | 338K | $38.2M | 25.84% |
| 3 | IJJ | ISHARES TR | — | 53K | $7.1M | 4.78% |
| 4 | IWN | ISHARES TR | — | 37K | $7.0M | 4.74% |
| 5 | IWO | ISHARES TR | — | 18K | $5.7M | 3.84% |
| 6 | EFV | ISHARES TR | — | 53K | $3.9M | 2.65% |
| 7 | IBIT | ISHARES BITCOIN TRUST ETF | — | 97K | $3.7M | 2.52% |
| 8 | IBDR | ISHARES TR | — | 153K | $3.7M | 2.50% |
| 9 | AAPL | Apple Inc. | Technology | 14K | $3.5M | 2.37% |
| 10 | EEM | ISHARES TR | — | 60K | $3.4M | 2.30% |
| 11 | IBDS | ISHARES TR | — | 137K | $3.3M | 2.24% |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 6K | $2.9M | 1.99% |
| 13 | SCZ | ISHARES TR | — | 36K | $2.8M | 1.91% |
| 14 | EFG | ISHARES TR | — | 23K | $2.6M | 1.74% |
| 15 | IJK | ISHARES TR | — | 25K | $2.5M | 1.67% |
Showing 1 to 15 of 44 holdings