DOSSIER · 13F-HR · Q2 2026

FOUNDATIONS INVESTMENT ADVISORS, LLC

$9.7B in tracked AUM across 1,687 positions as of Q2 2026.

FI

CIK 0001743404 · last filed Jun 30, 2026

Total AUM

$9.7B

as of Q2 2026

Holdings

1,687

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

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

$367M491K3.8%02

$332M2.4M3.4%03

$278M1.2M2.9%04

$233M364K2.4%05

$230M5.0M2.4%06

BLACKROCK ETF TRUST

$202M3.0M2.1%07

$195M9.4M2.0%08

NVIDIA CORPORATION

$180M901K1.9%09

SELECT SECTOR SPDR TR

$172M1.6M1.8%10

Filing history

1,687 positionsView →2026Q1Mar 31

1,616 positionsView →2025Q4Dec 31

1,395 positionsView →2025Q3Sep 30

1,047 positionsLocked 2025Q2Jun 30

1,111 positionsLocked 2025Q1Mar 31

1,047 positionsLocked 2024Q4Dec 31

837 positionsLocked 2024Q3Sep 30

816 positionsLocked 2024Q2Jun 30

752 positionsLocked 2024Q1Mar 31

703 positionsLocked 2023Q4Dec 31

665 positionsLocked 2023Q3Sep 30

639 positionsLocked

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