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

FOUNDATIONS INVESTMENT ADVISORS, LLC

$8.1B in tracked AUM across 1,616 positions as of Q1 2026.

FI
CIK 0001743404 · last filed Mar 31, 2026
Total AUM
$8.1B
as of Q1 2026
Holdings
1,616
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

FOUNDATIONS INVESTMENT ADVISORS, LLC entered 2026-03-31 with $8.1B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a etf tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

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%

Filing history

2026Q1Mar 31
$8.1B▲ 5.8%
1,616 positionsView →2025Q4Dec 31
$7.6B▲ 10.9%
1,395 positionsView →2025Q3Sep 30
$6.9B▲ 8.7%
1,047 positionsView →2025Q2Jun 30
$6.3B▲ 16.9%
1,111 positionsLocked2025Q1Mar 31
$5.4B▲ 4.5%
1,047 positionsLocked2024Q4Dec 31
$5.2B▲ 8.9%
837 positionsLocked2024Q3Sep 30
$4.8B▲ 15.5%
816 positionsLocked2024Q2Jun 30
$4.1B▲ 7.9%
752 positionsLocked2024Q1Mar 31
$3.8B▲ 2.5%
703 positionsLocked2023Q4Dec 31
$3.7B▲ 14.7%
665 positionsLocked2023Q3Sep 30
$3.2B▲ 7.5%
639 positionsLocked2023Q2Jun 30
$3.0B▲ 8.0%
573 positionsLocked
Showing 12 of 30