13F Insight
DOSSIER · 13F-HR · Q1 2026

FOUNDATIONS INVESTMENT ADVISORS, LLC

FOUNDATIONS INVESTMENT's hedge fund based in Boston, MA — $8.1B in tracked AUM across 1,616 positions as of Q1 2026.

FI
FOUNDATIONS INVESTMENT·Boston, MA·Hedge Fund
CIK 0001743404 · last filed Mar 31, 2026
Total AUM
$8.1B
▲ 4.2%
vs prior
Holdings
1,616
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

FOUNDATIONS INVESTMENT ADVISORS, LLC reported $8.1B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in IVW, IVE, IUSB. Notable moves this quarter: IVV INCREASED (+$93.7M); VRT INCREASED (+$26.1M). 7 new positions initiated, 7 closed out, reflecting 57 total changes from the prior quarter.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$258M2.3M3.2%
02
IVE
ISHARES TR
$235M1.1M2.9%
03
IUSB
ISHARES TR
$174M3.8M2.2%
04
DYNF
BLACKROCK ETF TRUST
$157M2.7M1.9%
05
IVV
ISHARES TR
$149M229K1.9%
06
NVDA
NVIDIA CORPORATION
$147M842K1.8%
07
EFV
ISHARES TR
$146M2.0M1.8%
08
XLC
SELECT SECTOR SPDR TR
$140M1.3M1.7%
09
SOXX
ISHARES TR
$137M416K1.7%
10
AEMS
TWO RDS SHARED TR
$125M12.5M1.5%

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