Foundation Wealth Management, LLC\PA

CIK 0002011000 • 7 13F filings • Apr 23, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $231.2M94 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$205K	0.1%Prev: 0.1%	1,165 SH	Decreased+180 SH
AMAZON COM INC	COM	$341K	0.1%Prev: 0.1%	1,556 SH	Increased+40 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$562K	0.2%Prev: 0.2%	6,173 SH	Decreased
APPLE INC	COM	$1.2M	0.5%Prev: 0.5%	5,606 SH	Decreased+489 SH
ASTRAZENECA PLC	SPONSORED ADR	$2.7M	1.2%	38,411 SH	New
BLACKSTONE INC	COM	$217K	0.1%	1,452 SH	New
BROADCOM INC	COM	$210K	0.1%Prev: 0.1%	761 SH	Decreased+5 SH
CISCO SYS INC	COM	$264K	0.1%Prev: 0.1%	3,804 SH	Decreased-222 SH
CONSTELLATION ENERGY CORP	COM	$273K	0.1%Prev: 0.1%	847 SH	Increased
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$240K	0.1%Prev: 0.1%	6,312 SH	Decreased-89 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$7.7M	3.3%Prev: 4.3%	258,032 SH	Decreased-96,593 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.1M	0.5%Prev: 0.2%	35,944 SH	Increased+20,990 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$257K	0.1%Prev: 0.1%	8,870 SH	Decreased-2,898 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$920K	0.4%Prev: 0.2%	34,284 SH	Increased+16,751 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$543K	0.2%Prev: 0.2%	13,780 SH	Decreased-104 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.2M	0.5%Prev: 0.4%	28,244 SH	Decreased+4,612 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$607K	0.3%Prev: 0.2%	17,547 SH	Decreased
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$4.4M	1.9%Prev: 1.4%	142,481 SH	Increased+34,023 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$3.7M	1.6%Prev: 2.0%	124,502 SH	Decreased-49,506 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$3.3M	1.4%Prev: 2.0%	99,425 SH	Decreased-44,747 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.8M	1.2%Prev: 0.8%	58,203 SH	Increased+13,050 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$299K	0.1%Prev: 0.1%	4,472 SH	Decreased
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$12.5M	5.4%Prev: 3.8%	348,025 SH	Increased+72,075 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$7.8M	3.4%Prev: 4.9%	218,954 SH	Decreased-160,146 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$505K	0.2%Prev: 0.2%	16,281 SH	Decreased+1,355 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.4M	1.0%Prev: 0.9%	56,948 SH	Decreased+3,167 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$265K	0.1%	11,311 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$7.6M	3.3%Prev: 5.7%	259,470 SH	Decreased-203,968 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.3M	1.0%Prev: 0.9%	59,342 SH	Decreased-1,208 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	0.6%Prev: 0.5%	26,388 SH	Decreased+3,269 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.0M	0.4%Prev: 0.4%	34,220 SH	Decreased-277 SH
EXXON MOBIL CORP	COM	$296K	0.1%Prev: 0.2%	2,747 SH	Decreased-44 SH
GALLAGHER ARTHUR J & CO	COM	$764K	0.3%Prev: 0.2%	2,386 SH	Increased+109 SH
ILLINOIS TOOL WKS INC	COM	$222K	0.1%Prev: 0.1%	898 SH	Decreased-26 SH
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$243K	0.1%Prev: 0.1%	4,840 SH	Decreased-537 SH
ISHARES GOLD TR	ISHARES NEW	$258K	0.1%Prev: 0.1%	4,137 SH	Increased+1,325 SH
ISHARES TR	CORE S&P SCP ETF	$2.5M	1.1%Prev: 0.7%	23,209 SH	Increased+6,397 SH
ISHARES TR	CORE S&P500 ETF	$12.8M	5.5%Prev: 4.6%	20,657 SH	Decreased+652 SH
ISHARES TR	CORE US AGGBD ET	$330K	0.1%Prev: 0.1%	3,330 SH	Decreased-220 SH
ISHARES TR	EAFE SML CP ETF	$3.5M	1.5%Prev: 0.9%	48,344 SH	Increased+16,632 SH
ISHARES TR	EAFE VALUE ETF	$1.5M	0.6%Prev: 0.5%	23,408 SH	Decreased+2,519 SH
ISHARES TR	MSCI EAFE ETF	$7.3M	3.1%Prev: 2.7%	81,198 SH	Decreased+1,535 SH
ISHARES TR	NATIONAL MUN ETF	$204K	0.1%Prev: 0.1%	1,954 SH	Decreased-232 SH
ISHARES TR	RUS 1000 ETF	$2.4M	1.0%Prev: 0.9%	6,979 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$5.6M	2.4%Prev: 1.9%	13,237 SH	Increased+864 SH
ISHARES TR	RUS 1000 VAL ETF	$3.7M	1.6%Prev: 1.4%	19,092 SH	Decreased+501 SH
ISHARES TR	RUS 2000 GRW ETF	$2.5M	1.1%Prev: 0.6%	8,580 SH	Increased+3,194 SH
ISHARES TR	RUS 2000 VAL ETF	$3.6M	1.6%Prev: 1.2%	23,087 SH	Increased+4,722 SH
ISHARES TR	RUS MD CP GR ETF	$758K	0.3%Prev: 0.2%	5,465 SH	Increased+448 SH
ISHARES TR	RUS MDCP VAL ETF	$245K	0.1%Prev: 0.1%	1,853 SH	Decreased+110 SH
ISHARES TR	RUSSELL 2000 ETF	$2.3M	1.0%Prev: 0.8%	10,502 SH	Increased+1,820 SH
ISHARES TR	RUSSELL 3000 ETF	$3.3M	1.4%Prev: 1.1%	9,341 SH	Increased+566 SH
ISHARES TR	S&P 500 VAL ETF	$609K	0.3%Prev: 0.2%	3,114 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$252K	0.1%Prev: 0.1%	2,367 SH	Increased+418 SH
ISHARES TR	SP SMCP600VL ETF	$215K	0.1%Prev: 0.1%	2,164 SH	Decreased+253 SH
ISHARES TR	TIPS BD ETF	$1.7M	0.7%Prev: 0.1%	15,614 SH	Increased+12,990 SH
JOHNSON & JOHNSON	COM	$456K	0.2%Prev: 0.3%	2,983 SH	Decreased-19 SH
JPMORGAN CHASE & CO.	COM	$542K	0.2%	1,870 SH	New
MERCK & CO INC	COM	$455K	0.2%Prev: 0.2%	5,754 SH	Decreased+27 SH
META PLATFORMS INC	CL A	$258K	0.1%Prev: 0.1%	349 SH	Increased-2 SH
MICROSOFT CORP	COM	$635K	0.3%Prev: 0.1%	1,276 SH	Increased+208 SH
NVIDIA CORPORATION	COM	$577K	0.2%Prev: 0.2%	3,653 SH	Increased+429 SH
PROCTER AND GAMBLE CO	COM	$491K	0.2%	3,083 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$6.6M	2.8%Prev: 4.0%	262,825 SH	Decreased-195,799 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$718K	0.3%Prev: 0.2%	30,144 SH	Increased+2,098 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$692K	0.3%Prev: 0.3%	28,299 SH	Decreased
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$543K	0.2%	13,403 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$520K	0.2%	12,166 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$778K	0.3%	1,260 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$2.2M	1.0%	42,850 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$205K	0.1%	2,311 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$2.3M	1.0%	28,249 SH	New
TMC THE METALS COMPANY INC	COM	$132K	0.1%Prev: 0.0%	20,000 SH	Increased
UNITEDHEALTH GROUP INC	COM	$561K	0.2%Prev: 0.2%	1,797 SH	Increased-47 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$276K	0.1%Prev: 0.1%	3,568 SH	Increased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$8.2M	3.5%Prev: 2.7%	103,739 SH	Increased+6,835 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$311K	0.1%	4,223 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$602K	0.3%	12,165 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$370K	0.2%Prev: 0.1%	845 SH	Increased+97 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$262K	0.1%Prev: 0.1%	1,592 SH	Decreased+68 SH
VANGUARD INDEX FDS	MID CAP ETF	$305K	0.1%Prev: 0.1%	1,090 SH	Decreased
VANGUARD INDEX FDS	REAL ESTATE ETF	$9.3M	4.0%Prev: 0.8%	104,066 SH	Increased+77,422 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$256K	0.1%Prev: 0.1%	1,312 SH	Decreased+46 SH
VANGUARD INDEX FDS	SMALL CP ETF	$295K	0.1%Prev: 0.1%	1,245 SH	Decreased-106 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$19.4M	8.4%Prev: 12.1%	63,693 SH	Decreased-43,166 SH
VANGUARD INDEX FDS	VALUE ETF	$841K	0.4%Prev: 0.3%	4,757 SH	Decreased+410 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.1M	1.8%Prev: 1.5%	61,667 SH	Decreased+3,734 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.7M	1.2%Prev: 1.0%	55,500 SH	Decreased+3,818 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$3.2M	1.4%Prev: 0.7%	23,535 SH	Increased+9,384 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$6.6M	2.9%Prev: 0.4%	131,945 SH	Increased+111,631 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$14.5M	6.3%Prev: 10.5%	175,346 SH	Decreased-183,085 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$9.5M	4.1%Prev: 6.3%	119,867 SH	Decreased-105,451 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.3M	2.3%Prev: 3.8%	93,338 SH	Decreased-73,966 SH
VANGUARD WORLD FD	INF TECH ETF	$369K	0.2%Prev: 0.1%	557 SH	Decreased

Sold (vs prior filing)

ASTRAZENECA PLC — $3.8M
JPMORGAN CHASE & CO — $524K
PROCTER & GAMBLE CO — $389K
SPDR INDEX SHS FDS — $895K
SPDR SERIES TRUST — $4.7M
STATE STR SPDR S&P 500 ETF T — $756K
WALMART INC — $240K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001754960-26-000872	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001754960-26-000072	$275.6M	View
Oct 21, 2025	Q3 2025