DOSSIER · 13F-HR · Q3 2026

Foundation Wealth Management, LLC\PA

$300M in tracked AUM across 98 positions as of Q3 2026.

FW
CIK 0002011000 · last filed Sep 30, 2026
Total AUM
$300M
as of Q3 2026
Holdings
98
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Foundation Wealth Management, LLC\PA filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$48M127K15.9%
02
VCIT
VANGUARD SCOTTSDALE FDS
$32M408K10.7%
03
VCSH
VANGUARD SCOTTSDALE FDS
$24M306K7.9%
04
DFEM
DIMENSIONAL ETF TRUST
$17M431K5.7%
05
VEA
VANGUARD TAX-MANAGED FDS
$16M224K5.3%
06
IVV
ISHARES TR
$15M20K5.1%
07
SCHR
SCHWAB STRATEGIC TR
$13M558K4.4%
08
DFAC
DIMENSIONAL ETF TRUST
$12M274K4.1%
09
DISV
DIMENSIONAL ETF TRUST
$8M181K2.6%
10
EFA
ISHARES TR
$8M74K2.6%

Filing history

2026Q3Sep 30
$300M▼ 9.5%
98 positionsView →
2026Q2Jun 30
$331M▲ 16.9%
105 positionsView →
2026Q1Mar 31
$284M▲ 2.9%
91 positionsView →
2025Q4Dec 31
$276M▲ 6.7%
93 positionsView →
2025Q3Sep 30
$258M▲ 11.7%
94 positionsLocked
2025Q2Jun 30
$231M▲ 10.0%
94 positionsLocked
2025Q1Mar 31
$210M▲ 1.8%
88 positionsLocked
2024Q4Dec 31
$206M—
89 positionsLocked