Foundation Wealth Management, LLC\PA
All 13F Filings
- Location
- Media, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 331,341
- 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 | 7/21/2026 | 105 | 331,341 | 13F-HR | Foundation Wealth Management, LLC\PA |
| 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 | 18.57 K | 5.6% | 6.586 K | 0 | 6.586 K |
| ETFs | 305.4 K | 92.2% | 41.42 K | 0 | 41.42 K |
| Debt | 7.408 K | 2.2% | 0 | 190 | -190 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
331,341
Holdings
105
QoQ value change ($000)
47,817
(16.9%)
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.