Foundation Wealth Management, LLC
All 13F Filings
- Location
- Clayton, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 169,083
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 51 | 169,083 | 13F-HR | Foundation Wealth Management, LLC |
| 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 | 19.65 K | 11.6% | 4.616 K | 0 | 4.616 K |
| ETFs | 140 K | 82.8% | 16.09 K | 0 | 16.09 K |
| Debt | 9.414 K | 5.6% | 360 | 0 | 360 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
169,083
Holdings
51
QoQ value change ($000)
21,060
(14.2%)
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.