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: $275.6M91 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$308K	0.1%Prev: 0.1%	985 SH	Increased
AMAZON COM INC	COM	$350K	0.1%Prev: 0.1%	1,516 SH	Increased-40 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$630K	0.2%Prev: 0.2%	6,173 SH	Increased
APPLE INC	COM	$1.4M	0.5%Prev: 0.5%	5,151 SH	Decreased-359 SH
ASTRAZENECA PLC	SPONSORED ADR	$3.5M	1.3%Prev: 1.1%	38,411 SH	Increased
BLACKSTONE INC	COM	$224K	0.1%Prev: 0.1%	1,450 SH	Decreased-2 SH
BROADCOM INC	COM	$263K	0.1%Prev: 0.1%	761 SH	Increased
CISCO SYS INC	COM	$297K	0.1%Prev: 0.1%	3,850 SH	Increased+46 SH
CONSTELLATION ENERGY CORP	COM	$299K	0.1%Prev: 0.1%	847 SH	Increased
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$265K	0.1%Prev: 0.1%	6,393 SH	Increased+43 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$10.8M	3.9%Prev: 3.7%	325,185 SH	Increased+23,825 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$849K	0.3%Prev: 0.4%	25,151 SH	Decreased-4,812 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$383K	0.1%Prev: 0.1%	11,753 SH	Increased+2,722 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$631K	0.2%Prev: 0.3%	23,898 SH	Decreased-4,180 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$594K	0.2%Prev: 0.2%	13,857 SH	Increased+56 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.4M	0.5%Prev: 0.5%	27,858 SH	Increased-391 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$669K	0.2%Prev: 0.2%	17,547 SH	Increased
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$3.9M	1.4%Prev: 1.5%	113,436 SH	Decreased-6,140 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$5.2M	1.9%Prev: 1.8%	163,737 SH	Increased+14,936 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$5.3M	1.9%Prev: 1.6%	139,457 SH	Increased+25,062 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.5M	0.9%Prev: 1.1%	52,743 SH	Decreased-4,990 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$329K	0.1%Prev: 0.1%	4,472 SH	Increased
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$11.4M	4.1%Prev: 4.9%	287,195 SH	Decreased-38,781 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$12.6M	4.6%Prev: 4.2%	332,563 SH	Increased+48,518 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$511K	0.2%Prev: 0.2%	14,926 SH	Increased
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.5M	0.9%Prev: 1.0%	54,348 SH	Increased-745 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$13.2M	4.8%Prev: 4.1%	400,037 SH	Increased+66,375 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.6M	0.9%Prev: 1.0%	59,745 SH	Increased+387 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	0.5%Prev: 0.6%	23,095 SH	Decreased-2,584 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.1M	0.4%Prev: 0.4%	33,627 SH	Increased
EXXON MOBIL CORP	COM	$331K	0.1%Prev: 0.1%	2,750 SH	Increased+1 SH
GALLAGHER ARTHUR J & CO	COM	$588K	0.2%Prev: 0.3%	2,271 SH	Decreased-49 SH
ILLINOIS TOOL WKS INC	COM	$221K	0.1%Prev: 0.1%	898 SH	Decreased
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$270K	0.1%Prev: 0.1%	5,377 SH	Increased
ISHARES GOLD TR	ISHARES NEW	$228K	0.1%Prev: 0.1%	2,812 SH	Increased
ISHARES TR	CORE S&P SCP ETF	$2.2M	0.8%Prev: 1.0%	18,670 SH	Decreased-2,787 SH
ISHARES TR	CORE S&P500 ETF	$13.8M	5.0%Prev: 5.3%	20,129 SH	Increased-232 SH
ISHARES TR	CORE US AGGBD ET	$355K	0.1%Prev: 0.2%	3,550 SH	Decreased-672 SH
ISHARES TR	EAFE SML CP ETF	$2.6M	0.9%Prev: 1.2%	33,246 SH	Decreased-6,441 SH
ISHARES TR	EAFE VALUE ETF	$1.5M	0.6%Prev: 0.6%	21,229 SH	Decreased-1,743 SH
ISHARES TR	MSCI EAFE ETF	$7.7M	2.8%Prev: 2.9%	80,690 SH	Increased+966 SH
ISHARES TR	NATIONAL MUN ETF	$226K	0.1%Prev: 0.1%	2,113 SH	Increased
ISHARES TR	RUS 1000 ETF	$2.6M	0.9%Prev: 1.0%	6,979 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$6.1M	2.2%Prev: 2.4%	12,910 SH	Decreased-245 SH
ISHARES TR	RUS 1000 VAL ETF	$3.9M	1.4%Prev: 1.5%	18,685 SH	Increased-126 SH
ISHARES TR	RUS 2000 GRW ETF	$1.8M	0.7%Prev: 1.0%	5,632 SH	Decreased-2,497 SH
ISHARES TR	RUS 2000 VAL ETF	$3.4M	1.3%Prev: 1.5%	19,021 SH	Decreased-2,234 SH
ISHARES TR	RUS MD CP GR ETF	$687K	0.2%Prev: 0.3%	5,017 SH	Decreased
ISHARES TR	RUS MDCP VAL ETF	$246K	0.1%Prev: 0.1%	1,743 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$2.3M	0.8%Prev: 0.9%	9,250 SH	Decreased-418 SH
ISHARES TR	RUSSELL 3000 ETF	$3.4M	1.2%Prev: 1.4%	8,768 SH	Decreased-518 SH
ISHARES TR	S&P 500 VAL ETF	$660K	0.2%Prev: 0.2%	3,114 SH	Increased
ISHARES TR	SHRT NAT MUN ETF	$208K	0.1%Prev: 0.1%	1,949 SH	Decreased
ISHARES TR	SP SMCP600VL ETF	$217K	0.1%Prev: 0.1%	1,911 SH	Decreased-253 SH
ISHARES TR	TIPS BD ETF	$352K	0.1%Prev: 0.5%	3,199 SH	Decreased-7,447 SH
JOHNSON & JOHNSON	COM	$604K	0.2%Prev: 0.2%	2,920 SH	Increased-63 SH
JPMORGAN CHASE & CO.	COM	$558K	0.2%Prev: 0.2%	1,732 SH	Decreased-46 SH
MERCK & CO INC	COM	$604K	0.2%Prev: 0.2%	5,739 SH	Increased
META PLATFORMS INC	CL A	$231K	0.1%Prev: 0.1%	349 SH	Decreased
MICROSOFT CORP	COM	$515K	0.2%Prev: 0.3%	1,064 SH	Decreased-212 SH
NVIDIA CORPORATION	COM	$601K	0.2%Prev: 0.3%	3,224 SH	Decreased-429 SH
PROCTER AND GAMBLE CO	COM	$373K	0.1%Prev: 0.2%	2,606 SH	Decreased-477 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$10.6M	3.9%Prev: 3.4%	423,222 SH	Increased+76,030 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$736K	0.3%Prev: 0.3%	28,046 SH	Decreased-2,098 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$762K	0.3%Prev: 0.3%	28,299 SH	Increased
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$331K	0.1%Prev: 0.2%	7,459 SH	Decreased-5,944 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$553K	0.2%Prev: 0.2%	11,824 SH	Decreased-342 SH
SPDR S&P 500 ETF TR	TR UNIT	$793K	0.3%Prev: 0.3%	1,163 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$4.8M	1.7%	68,337 SH	New
TMC THE METALS COMPANY INC	COM	$123K	0.0%Prev: 0.0%	20,000 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$601K	0.2%Prev: 0.2%	1,820 SH	Decreased-10 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$278K	0.1%Prev: 0.1%	3,568 SH	Decreased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$7.7M	2.8%Prev: 3.0%	98,206 SH	Decreased-816 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$222K	0.1%Prev: 0.1%	2,999 SH	Decreased-436 SH
VANGUARD INDEX FDS	GROWTH ETF	$365K	0.1%Prev: 0.2%	748 SH	Decreased-97 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$270K	0.1%Prev: 0.1%	1,524 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$316K	0.1%Prev: 0.1%	1,090 SH	Decreased
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.0M	1.1%Prev: 2.5%	33,629 SH	Decreased-38,327 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$268K	0.1%Prev: 0.1%	1,266 SH	Decreased-46 SH
VANGUARD INDEX FDS	SMALL CP ETF	$321K	0.1%Prev: 0.1%	1,245 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$32.7M	11.9%Prev: 9.9%	97,597 SH	Increased+19,731 SH
VANGUARD INDEX FDS	VALUE ETF	$830K	0.3%Prev: 0.3%	4,347 SH	Decreased-162 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.4M	1.6%Prev: 1.7%	59,952 SH	Increased-241 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.9M	1.0%Prev: 1.2%	53,056 SH	Decreased-2,142 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.2M	0.8%Prev: 1.1%	15,288 SH	Decreased-5,034 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.4M	0.5%Prev: 1.6%	28,508 SH	Decreased-54,084 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$28.2M	10.2%Prev: 8.1%	336,870 SH	Increased+87,924 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$16.3M	5.9%Prev: 5.1%	204,785 SH	Increased+38,862 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.0M	3.3%Prev: 2.8%	144,656 SH	Increased+23,012 SH
VANGUARD WORLD FD	INF TECH ETF	$420K	0.2%Prev: 0.2%	557 SH	Increased
WALMART INC	COM	$219K	0.1%	1,965 SH	New

Sold (vs prior filing)

ARMSTRONG WORLD INDS INC NEW — $222K
SPDR SERIES TRUST — $2.4M
SPDR SERIES TRUST — $218K
SPDR SERIES TRUST — $2.2M
VANGUARD CHARLOTTE FDS — $208K

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