Foundation Wealth Management, LLC
All 13F Filings
- Location
- Clayton, MO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 148,023
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 44 | 148,023 | 13F-HR | Foundation Wealth Management, LLC |
| Q4 2025 | 1/27/2026 | 43 | 151,938 | 13F-HR | Foundation Wealth Management, LLC |
| Q3 2025 | 10/28/2025 | 46 | 156,473 | 13F-HR | Foundation Wealth Management, LLC |
| Q2 2025 | 7/23/2025 | 44 | 143,557 | 13F-HR | Foundation Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.03 K | 10.2% | 0 | 7.898 K | -7.898 K |
| ETFs | 123.9 K | 83.7% | 3.535 K | 0 | 3.535 K |
| Debt | 9.054 K | 6.1% | 448 | 0 | 448 |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
148,023
Holdings
44
QoQ value change ($000)
-3,915
(-2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.