FOUNDATIONS INVESTMENT ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
1,212
Total value ($000)
$10,074,957
Net value change ($000)
+359,814 (3.7%)
New positions
157
Sold out positions
146
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INRO 107,184 NEW
IHE 98,331 24644.4%
ARKW 85,841 81.1%
IYG 60,128 18967.8%
DFA INVT DIMENSIONS GROUP IN 54,713 NEW
MSFT 45,033 44.8%
BOND 44,753 NEW
BINC 44,643 213.2%
KBWB 41,292 252.3%
XOM 38,794 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLC -169,572 -98.8%
MTUM -74,296 -61.6%
VCR -63,517 -99.3%
DCOR -51,235 -100.0%
MBB -51,155 -96.8%
SOXX -48,769 -20.9%
ADFI -45,985 -100.0%
TLH -42,729 -87.9%
IVV -29,563 -8.0%
XOM -29,155 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,884 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type