DOSSIER · 13F-HR · Q2 2026

Foundation Wealth Management, LLC\PA

$331M in tracked AUM across 105 positions as of Q2 2026.

FW
CIK 0002011000 · last filed Jun 30, 2026
Total AUM
$331M
as of Q2 2026
Holdings
105
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Foundation Wealth Management, LLC\PA filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$42M114K12.7%
02
VCIT
VANGUARD SCOTTSDALE FDS
$31M377K9.4%
03
VCSH
VANGUARD SCOTTSDALE FDS
$20M248K5.9%
04
DFSV
DIMENSIONAL ETF TRUST
$19M503K5.9%
05
IVV
ISHARES TR
$18M24K5.4%
06
DUHP
DIMENSIONAL ETF TRUST
$17M417K5.3%
07
DFEM
DIMENSIONAL ETF TRUST
$15M378K4.6%
08
VEA
VANGUARD TAX-MANAGED FDS
$13M186K4.0%
09
DFAC
DIMENSIONAL ETF TRUST
$12M274K3.7%
10
SCHR
SCHWAB STRATEGIC TR
$12M484K3.6%

Filing history

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 positionsView →
2025Q2Jun 30
$231M 10.0%
94 positionsLocked
2025Q1Mar 31
$210M 1.8%
88 positionsLocked
2024Q4Dec 31
$206M
89 positionsLocked