Foundation Wealth Management, LLC\PA
All 13F Filings
- Location
- Media, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 283,524
- 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 | 4/21/2026 | 91 | 283,524 | 13F-HR | Foundation Wealth Management, LLC\PA |
| Q4 2025 | 1/15/2026 | 93 | 275,583 | 13F-HR | Foundation Wealth Management, LLC\PA |
| Q3 2025 | 10/21/2025 | 94 | 258,229 | 13F-HR | Foundation Wealth Management, LLC\PA |
| Q2 2025 | 8/11/2025 | 94 | 231,182 | 13F-HR | Foundation Wealth Management, LLC\PA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.98 K | 4.2% | 0 | 189.5 K | -189.5 K |
| ETFs | 263.9 K | 93.1% | 197.6 K | 0 | 197.6 K |
| Debt | 7.598 K | 2.7% | 0 | 142 | -142 |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
283,524
Holdings
91
QoQ value change ($000)
7,941
(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.