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: $283.5M88 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$283K	0.1%	985 SH	New
AMAZON COM INC	COM	$316K	0.1%Prev: 0.1%	1,516 SH	Increased-44 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$682K	0.2%	6,173 SH	New
APPLE INC	COM	$1.3M	0.5%Prev: 0.6%	5,117 SH	Increased-210 SH
ASTRAZENECA PLC	ORD	$3.8M	1.3%	19,111 SH	New
BROADCOM INC	COM	$234K	0.1%	756 SH	New
CISCO SYS INC	COM	$312K	0.1%Prev: 0.1%	4,026 SH	Increased-3 SH
CONSTELLATION ENERGY CORP	COM	$237K	0.1%	847 SH	New
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$271K	0.1%Prev: 0.1%	6,401 SH	Increased+126 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$12.3M	4.3%Prev: 3.0%	354,625 SH	Increased+115,511 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$535K	0.2%Prev: 0.6%	14,954 SH	Decreased-29,932 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$398K	0.1%Prev: 0.1%	11,768 SH	Increased+3,232 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$466K	0.2%Prev: 0.5%	17,533 SH	Decreased-19,289 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$589K	0.2%Prev: 0.2%	13,884 SH	Increased+177 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.2M	0.4%Prev: 0.5%	23,632 SH	Increased-3,237 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$684K	0.2%Prev: 0.3%	17,547 SH	Increased-99 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$3.9M	1.4%Prev: 2.1%	108,458 SH	Decreased-47,627 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$5.6M	2.0%Prev: 1.4%	174,008 SH	Increased+67,344 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$5.7M	2.0%Prev: 1.1%	144,172 SH	Increased+62,467 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.2M	0.8%Prev: 1.3%	45,153 SH	Decreased-13,050 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$322K	0.1%Prev: 0.2%	4,472 SH	Decreased-1,770 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$10.7M	3.8%Prev: 6.1%	275,950 SH	Decreased-111,284 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$13.9M	4.9%Prev: 3.1%	379,100 SH	Increased+180,579 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$533K	0.2%Prev: 0.2%	14,926 SH	Increased-1,355 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.6M	0.9%Prev: 1.1%	53,781 SH	Increased-3,150 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$16.2M	5.7%Prev: 2.8%	463,438 SH	Increased+254,653 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.5M	0.9%Prev: 1.0%	60,550 SH	Increased+1,226 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	0.5%Prev: 0.7%	23,119 SH	Increased-4,676 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.2M	0.4%Prev: 0.4%	34,497 SH	Increased-456 SH
EXXON MOBIL CORP	COM	$474K	0.2%Prev: 0.2%	2,791 SH	Increased+45 SH
GALLAGHER ARTHUR J & CO	COM	$493K	0.2%Prev: 0.4%	2,277 SH	Decreased-107 SH
ILLINOIS TOOL WKS INC	COM	$241K	0.1%Prev: 0.1%	924 SH	Increased+26 SH
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$269K	0.1%Prev: 0.1%	5,377 SH	Increased+537 SH
ISHARES GOLD TR	ISHARES NEW	$248K	0.1%Prev: 0.1%	2,812 SH	Increased-1,325 SH
ISHARES TR	CORE S&P SCP ETF	$2.1M	0.7%Prev: 1.2%	16,812 SH	Decreased-8,147 SH
ISHARES TR	CORE S&P500 ETF	$13.1M	4.6%Prev: 5.5%	20,005 SH	Increased-682 SH
ISHARES TR	CORE US AGGBD ET	$352K	0.1%Prev: 0.2%	3,550 SH	Increased+224 SH
ISHARES TR	EAFE SML CP ETF	$2.5M	0.9%Prev: 1.5%	31,712 SH	Decreased-17,224 SH
ISHARES TR	EAFE VALUE ETF	$1.6M	0.5%Prev: 0.7%	20,889 SH	Increased-4,405 SH
ISHARES TR	MSCI EAFE ETF	$7.7M	2.7%Prev: 3.2%	79,663 SH	Increased-2,170 SH
ISHARES TR	NATIONAL MUN ETF	$232K	0.1%	2,186 SH	New
ISHARES TR	RUS 1000 ETF	$2.5M	0.9%Prev: 1.0%	6,979 SH	Increased+80 SH
ISHARES TR	RUS 1000 GRW ETF	$5.3M	1.9%Prev: 2.3%	12,373 SH	Increased-884 SH
ISHARES TR	RUS 1000 VAL ETF	$4.0M	1.4%Prev: 1.7%	18,591 SH	Increased-344 SH
ISHARES TR	RUS 2000 GRW ETF	$1.7M	0.6%Prev: 1.0%	5,386 SH	Decreased-3,217 SH
ISHARES TR	RUS 2000 VAL ETF	$3.5M	1.2%Prev: 1.7%	18,365 SH	Decreased-4,722 SH
ISHARES TR	RUS MD CP GR ETF	$643K	0.2%Prev: 0.3%	5,017 SH	Increased-448 SH
ISHARES TR	RUS MDCP VAL ETF	$254K	0.1%Prev: 0.1%	1,743 SH	Increased-110 SH
ISHARES TR	RUSSELL 2000 ETF	$2.2M	0.8%Prev: 1.0%	8,682 SH	Increased-1,851 SH
ISHARES TR	RUSSELL 3000 ETF	$3.3M	1.1%Prev: 1.4%	8,775 SH	Increased-669 SH
ISHARES TR	S&P 500 VAL ETF	$658K	0.2%Prev: 0.3%	3,114 SH	Increased
ISHARES TR	SHRT NAT MUN ETF	$208K	0.1%Prev: 0.1%	1,949 SH	Decreased-418 SH
ISHARES TR	SP SMCP600VL ETF	$226K	0.1%Prev: 0.1%	1,911 SH	Increased-253 SH
ISHARES TR	TIPS BD ETF	$290K	0.1%Prev: 0.9%	2,624 SH	Decreased-14,111 SH
JOHNSON & JOHNSON	COM	$734K	0.3%Prev: 0.2%	3,002 SH	Increased+20 SH
JPMORGAN CHASE & CO	COM	$524K	0.2%	1,780 SH	New
MERCK & CO INC	COM	$689K	0.2%Prev: 0.2%	5,727 SH	Increased+366 SH
META PLATFORMS INC	CL A	$201K	0.1%	351 SH	New
MICROSOFT CORP	COM	$395K	0.1%Prev: 0.2%	1,068 SH	Decreased-188 SH
NVIDIA CORPORATION	COM	$562K	0.2%Prev: 0.2%	3,224 SH	Increased-327 SH
PROCTER & GAMBLE CO	COM	$389K	0.1%	2,692 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$11.4M	4.0%Prev: 3.0%	458,624 SH	Increased+202,755 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$704K	0.2%Prev: 0.1%	28,046 SH	Increased+14,102 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$726K	0.3%Prev: 0.3%	28,299 SH	Increased
SPDR INDEX SHS FDS	STATE STREET SPD	$895K	0.3%	19,283 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$4.7M	1.7%	67,057 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$756K	0.3%	1,163 SH	New
TMC THE METALS COMPANY INC	COM	$93K	0.0%Prev: 0.0%	20,000 SH	Increased
UNITEDHEALTH GROUP INC	COM	$499K	0.2%Prev: 0.4%	1,844 SH	Decreased+79 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$275K	0.1%Prev: 0.1%	3,568 SH	Increased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$7.6M	2.7%Prev: 3.9%	96,904 SH	Decreased-7,615 SH
VANGUARD INDEX FDS	GROWTH ETF	$327K	0.1%Prev: 0.2%	748 SH	Increased-112 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$281K	0.1%Prev: 0.1%	1,524 SH	Increased-68 SH
VANGUARD INDEX FDS	MID CAP ETF	$313K	0.1%Prev: 0.1%	1,090 SH	Increased
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.4M	0.8%Prev: 4.6%	26,644 SH	Decreased-79,754 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$275K	0.1%Prev: 0.1%	1,266 SH	Increased-46 SH
VANGUARD INDEX FDS	SMALL CP ETF	$354K	0.1%Prev: 0.1%	1,351 SH	Increased+106 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$34.3M	12.1%Prev: 7.2%	106,859 SH	Increased+51,481 SH
VANGUARD INDEX FDS	VALUE ETF	$853K	0.3%Prev: 0.4%	4,347 SH	Increased-442 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.4M	1.5%Prev: 1.8%	57,933 SH	Increased-5,458 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.8M	1.0%Prev: 1.2%	51,682 SH	Increased-5,902 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.1M	0.7%Prev: 1.3%	14,151 SH	Decreased-10,121 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.0M	0.4%Prev: 3.1%	20,314 SH	Decreased-111,776 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$29.7M	10.5%Prev: 6.2%	358,431 SH	Increased+199,221 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$17.9M	6.3%Prev: 4.2%	225,318 SH	Increased+112,310 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.7M	3.8%Prev: 2.1%	167,304 SH	Increased+78,952 SH
VANGUARD WORLD FD	INF TECH ETF	$389K	0.1%Prev: 0.2%	557 SH	Increased-29 SH
WALMART INC	COM	$240K	0.1%	1,932 SH	New

Sold (vs prior filing)

ASTRAZENECA PLC — $2.8M
AT&T INC — $203K
BLACKSTONE INC — $203K
DIMENSIONAL ETF TRUST — $397K
JPMORGAN CHASE & CO. — $457K
PROCTER AND GAMBLE CO — $222K
SPDR INDEX SHS FDS — $528K
SPDR S&P 500 ETF TR — $313K
SPDR SER TR — $2.2M
SPDR SER TR — $2.5M
VANGUARD BD INDEX FDS — $310K
VANGUARD CHARLOTTE FDS — $594K
VANGUARD INDEX FDS — $328K

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