Foundation Wealth Management, LLC
All 13F Filings
- Location
- Clayton, MO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 151,938
- 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 |
|---|---|---|---|---|---|
| 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 | 22.93 K | 15.1% | 0 | 1.767 K | -1.767 K |
| ETFs | 120.4 K | 79.2% | 0 | 795 | -795 |
| Debt | 8.606 K | 5.7% | 0 | 1.976 K | -1.976 K |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
151,938
Holdings
43
QoQ value change ($000)
-4,535
(-2.9%)
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.