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: $331.3M105 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$233K	0.1%	925 SH	New
ALPHABET INC	CAP STK CL A	$458K	0.1%Prev: 0.1%	1,282 SH	Increased+117 SH
AMAZON COM INC	COM	$405K	0.1%Prev: 0.1%	1,701 SH	Increased+145 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$770K	0.2%Prev: 0.2%	6,173 SH	Increased
APPLE INC	COM	$2.2M	0.7%Prev: 0.5%	7,489 SH	Increased+1,883 SH
ASTRAZENECA PLC	ORD	$3.6M	1.1%	19,136 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$287K	0.1%	574 SH	New
BROADCOM INC	COM	$264K	0.1%Prev: 0.1%	698 SH	Increased-63 SH
CATERPILLAR INC	COM	$239K	0.1%	225 SH	New
CISCO SYS INC	COM	$547K	0.2%Prev: 0.1%	4,658 SH	Increased+854 SH
CONSTELLATION ENERGY CORP	COM	$210K	0.1%Prev: 0.1%	847 SH	Decreased
DIMENSIONAL ETF TRUST	EMER MARK SU ETF	$314K	0.1%	6,430 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$15.4M	4.6%Prev: 3.3%	378,142 SH	Increased+120,110 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$431K	0.1%Prev: 0.5%	10,101 SH	Decreased-25,843 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$475K	0.1%Prev: 0.1%	11,816 SH	Increased+2,946 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$508K	0.2%Prev: 0.4%	17,533 SH	Decreased-16,751 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$629K	0.2%Prev: 0.2%	13,938 SH	Increased+158 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.3M	0.4%Prev: 0.5%	23,632 SH	Increased-4,612 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$702K	0.2%Prev: 0.3%	17,008 SH	Increased-539 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$4.0M	1.2%Prev: 1.9%	108,608 SH	Decreased-33,873 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$6.5M	2.0%Prev: 1.6%	189,520 SH	Increased+65,018 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$6.3M	1.9%Prev: 1.4%	156,627 SH	Increased+57,202 SH
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$2.2M	0.7%	45,153 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 1 ETF	$367K	0.1%	4,472 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$12.2M	3.7%	274,292 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROF ETF	$17.4M	5.3%	417,293 SH	New
DIMENSIONAL ETF TRUST	US LARG VALU ETF	$575K	0.2%	14,537 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$3.0M	0.9%Prev: 1.0%	53,781 SH	Increased-3,167 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$19.5M	5.9%	502,590 SH	New
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.8M	0.9%Prev: 1.0%	60,566 SH	Increased+1,224 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.6M	0.5%Prev: 0.6%	22,543 SH	Increased-3,845 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.3M	0.4%Prev: 0.4%	34,565 SH	Increased+345 SH
EXXON MOBIL CORP	COM	$409K	0.1%Prev: 0.1%	2,993 SH	Increased+246 SH
FIDELITY MERRIMACK STR TR	INVESTMENT GR SE	$315K	0.1%	7,184 SH	New
GALLAGHER ARTHUR J & CO	COM	$497K	0.2%Prev: 0.3%	2,165 SH	Decreased-221 SH
HOME DEPOT INC	COM	$200K	0.1%	568 SH	New
ILLINOIS TOOL WKS INC	COM	$246K	0.1%Prev: 0.1%	908 SH	Increased+10 SH
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$270K	0.1%Prev: 0.1%	5,377 SH	Increased+537 SH
ISHARES TR	CORE S&P MCP ETF	$322K	0.1%	4,175 SH	New
ISHARES TR	CORE S&P SCP ETF	$2.5M	0.8%Prev: 1.1%	16,812 SH	Decreased-6,397 SH
ISHARES TR	CORE S&P500 ETF	$17.8M	5.4%Prev: 5.5%	23,813 SH	Increased+3,156 SH
ISHARES TR	CORE US AGGBD ET	$508K	0.2%Prev: 0.1%	5,130 SH	Increased+1,800 SH
ISHARES TR	EAFE SML CP ETF	$2.6M	0.8%Prev: 1.5%	31,049 SH	Decreased-17,295 SH
ISHARES TR	EAFE VALUE ETF	$1.6M	0.5%Prev: 0.6%	20,743 SH	Increased-2,665 SH
ISHARES TR	MSCI EAFE ETF	$9.4M	2.8%Prev: 3.1%	90,900 SH	Increased+9,702 SH
ISHARES TR	NATIONAL MUN ETF	$235K	0.1%Prev: 0.1%	2,186 SH	Increased+232 SH
ISHARES TR	RUS 1000 ETF	$2.9M	0.9%Prev: 1.0%	6,979 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$5.8M	1.8%Prev: 2.4%	46,971 SH	Increased+33,734 SH
ISHARES TR	RUS 1000 VAL ETF	$4.5M	1.3%Prev: 1.6%	18,389 SH	Increased-703 SH
ISHARES TR	RUS 2000 GRW ETF	$1.9M	0.6%Prev: 1.1%	4,786 SH	Decreased-3,794 SH
ISHARES TR	RUS 2000 VAL ETF	$4.0M	1.2%Prev: 1.6%	18,209 SH	Increased-4,878 SH
ISHARES TR	RUS MD CP GR ETF	$734K	0.2%Prev: 0.3%	5,016 SH	Decreased-449 SH
ISHARES TR	RUS MDCP VAL ETF	$287K	0.1%Prev: 0.1%	1,743 SH	Increased-110 SH
ISHARES TR	RUSSELL 2000 ETF	$2.6M	0.8%Prev: 1.0%	8,747 SH	Increased-1,755 SH
ISHARES TR	RUSSELL 3000 ETF	$3.6M	1.1%Prev: 1.4%	8,541 SH	Increased-800 SH
ISHARES TR	S&P 500 VAL ETF	$707K	0.2%Prev: 0.3%	3,114 SH	Increased
ISHARES TR	SHRT NAT MUN ETF	$353K	0.1%Prev: 0.1%	3,312 SH	Increased+945 SH
ISHARES TR	SP SMCP600VL ETF	$261K	0.1%Prev: 0.1%	1,911 SH	Increased-253 SH
ISHARES TR	TIPS BD ETF	$270K	0.1%Prev: 0.7%	2,472 SH	Decreased-13,142 SH
JOHNSON & JOHNSON	COM	$775K	0.2%Prev: 0.2%	3,052 SH	Increased+69 SH
JPMORGAN CHASE & CO	COM	$680K	0.2%	2,077 SH	New
MERCK & CO INC	COM	$719K	0.2%Prev: 0.2%	5,596 SH	Increased-158 SH
META PLATFORMS INC	CL A	$211K	0.1%Prev: 0.1%	375 SH	Decreased+26 SH
MICRON TECHNOLOGY INC	COM	$298K	0.1%	258 SH	New
MICROSOFT CORP	COM	$786K	0.2%Prev: 0.3%	2,108 SH	Increased+832 SH
NUCOR CORP	COM	$276K	0.1%	1,238 SH	New
NVIDIA CORPORATION	COM	$891K	0.3%Prev: 0.2%	4,454 SH	Increased+801 SH
PROCTER & GAMBLE CO	COM	$409K	0.1%	2,792 SH	New
SCHWAB STRATEGIC TR	1000 INDEX ETF	$404K	0.1%	11,206 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$11.9M	3.6%Prev: 2.8%	484,135 SH	Increased+221,310 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$256K	0.1%	9,235 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$686K	0.2%Prev: 0.3%	23,694 SH	Decreased-6,450 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$913K	0.3%Prev: 0.3%	31,034 SH	Increased+2,735 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$225K	0.1%	233 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$613K	0.2%	11,835 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$376K	0.1%	7,459 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$2.6M	0.8%	42,204 SH	New
SPDR SERIES TRUST	ST STR SP600GRWO	$273K	0.1%	2,288 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$2.2M	0.7%	20,251 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$868K	0.3%	1,163 SH	New
TMC THE METALS COMPANY INC	COM	$89K	0.0%Prev: 0.1%	20,000 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$756K	0.2%Prev: 0.2%	1,820 SH	Increased+23 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$323K	0.1%	3,905 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$274K	0.1%Prev: 0.1%	3,568 SH	Decreased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$7.4M	2.2%Prev: 3.5%	95,085 SH	Decreased-8,654 SH
VANGUARD INDEX FDS	GROWTH ETF	$279K	0.1%Prev: 0.2%	3,242 SH	Decreased+2,397 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$301K	0.1%Prev: 0.1%	1,524 SH	Increased-68 SH
VANGUARD INDEX FDS	MID CAP ETF	$367K	0.1%Prev: 0.1%	4,559 SH	Increased+3,469 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.0M	0.6%Prev: 4.0%	20,559 SH	Decreased-83,507 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$412K	0.1%	600 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$308K	0.1%Prev: 0.1%	1,266 SH	Increased-46 SH
VANGUARD INDEX FDS	SMALL CP ETF	$365K	0.1%Prev: 0.1%	1,205 SH	Increased-40 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$42.1M	12.7%Prev: 8.4%	113,838 SH	Increased+50,145 SH
VANGUARD INDEX FDS	VALUE ETF	$941K	0.3%Prev: 0.4%	4,318 SH	Increased-439 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.8M	1.5%Prev: 1.8%	57,376 SH	Increased-4,291 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.9M	0.9%Prev: 1.2%	49,369 SH	Increased-6,131 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.0M	0.6%Prev: 1.4%	13,027 SH	Decreased-10,508 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.0M	0.3%Prev: 2.9%	20,315 SH	Decreased-111,630 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$31.2M	9.4%Prev: 6.3%	377,159 SH	Increased+201,813 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$19.6M	5.9%Prev: 4.1%	247,930 SH	Increased+128,063 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$13.3M	4.0%Prev: 2.3%	186,479 SH	Increased+93,141 SH
VANGUARD WORLD FD	INF TECH ETF	$477K	0.1%Prev: 0.2%	3,994 SH	Increased+3,437 SH
VISA INC	COM CL A	$1.8M	0.5%	5,117 SH	New
WALMART INC	COM	$255K	0.1%	2,249 SH	New
WW GRAINGER INC	COM	$339K	0.1%	249 SH	New

Sold (vs prior filing)

ASTRAZENECA PLC — $2.7M
BLACKSTONE INC — $217K
DIMENSIONAL ETF TRUST — $240K
DIMENSIONAL ETF TRUST — $2.8M
DIMENSIONAL ETF TRUST — $299K
DIMENSIONAL ETF TRUST — $12.5M
DIMENSIONAL ETF TRUST — $7.8M
DIMENSIONAL ETF TRUST — $505K
DIMENSIONAL ETF TRUST — $265K
DIMENSIONAL ETF TRUST — $7.6M
ISHARES GOLD TR — $258K
JPMORGAN CHASE & CO. — $542K
PROCTER AND GAMBLE CO — $491K
SPDR INDEX SHS FDS — $543K
SPDR INDEX SHS FDS — $520K
SPDR S&P 500 ETF TR — $778K
SPDR SERIES TRUST — $2.2M
SPDR SERIES TRUST — $205K
SPDR SERIES TRUST — $2.3M
VANGUARD BD INDEX FDS — $311K
… and 1 more

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