Foundation Wealth Management, LLC

Portfolio Overview

Foundation Wealth Management, LLC has reported a significant expansion in its 13F filing for the period ending December 31, 2025. The total portfolio value surged by 475.5%, increasing from $26.40 million in the previous quarter to $151.94 million. This dramatic growth, coupled with an increase in the number of holdings from a presumably smaller base to 43 securities, suggests a substantial inflow of new capital rather than merely market appreciation.

The...