Foundation Wealth Management, LLC
44 holdingsFiling period: 2026-03-31Current AUM: $165.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 182.2K | $38.5M | $42.2M | 25.53% | +652 | 2026-03-31 |
| 2 | IVW | ISHARES TR | 338.2K | $38.2M | $45.7M | 27.66% | +1.8K | 2026-03-31 |
| 3 | IJJ | ISHARES TR | 53.4K | $7.1M | $7.9M | 4.78% | +5.7K | 2026-03-31 |
| 4 | IWN | ISHARES TR | 37.0K | $7.0M | $8.2M | 4.95% | -351 | 2026-03-31 |
| 5 | IWO | ISHARES TR | 18.1K | $5.7M | $6.7M | 4.06% | -332 | 2026-03-31 |
| 6 | EFV | ISHARES TR | 52.8K | $3.9M | $4.3M | 2.58% | -1,469 | 2026-03-31 |
| 7 | IBIT | ISHARES BITCOIN TRUST ETF | 97.1K | $3.7M | $3.5M | 2.09% | +21.5K | 2026-03-31 |
| 8 | IBDR | ISHARES TR | 152.7K | $3.7M | $3.7M | 2.24% | -1,319 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 13.8K | $3.5M | $4.3M | 2.58% | -860 | 2026-03-31 |
| 10 | EEM | ISHARES TR | 59.9K | $3.4M | $3.8M | 2.32% | -1,766 | 2026-03-31 |
| 11 | IBDS | ISHARES TR | 136.8K | $3.3M | $3.3M | 2.00% | +2.0K | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.1K | $2.9M | $2.9M | 1.78% | +2 | 2026-03-31 |
| 13 | SCZ | ISHARES TR | 36.1K | $2.8M | $3.0M | 1.83% | +10.7K | 2026-03-31 |
| 14 | EFG | ISHARES TR | 23.1K | $2.6M | $2.8M | 1.69% | -53 | 2026-03-31 |
| 15 | IJK | ISHARES TR | 24.5K | $2.5M | $2.7M | 1.66% | +1.8K | 2026-03-31 |
| 16 | IBDT | ISHARES TR | 76.2K | $1.9M | $1.9M | 1.16% | +3.8K | 2026-03-31 |
| 17 | IYE | ISHARES TR | 27.5K | $1.8M | $1.7M | 1.05% | -329 | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 5.7K | $1.6M | $2.0M | 1.22% | -200 | 2026-03-31 |
| 19 | IYR | ISHARES TR | 16.0K | $1.5M | $1.7M | 1.01% | +40 | 2026-03-31 |
| 20 | REET | ISHARES TR | 48.3K | $1.2M | $1.4M | 0.83% | +193 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 2.8K | $1.0M | $1.3M | 0.80% | -518 | 2026-03-31 |
| 22 | — | AON PLC | 2.7K | $855K | $855K | 0.52% | +7 | 2026-03-31 |
| 23 | BTC | GRAYSCALE BITCOIN MINI TR ET | 26.4K | $791K | $734K | 0.44% | -7,117 | 2026-03-31 |
| 24 | IBDV | ISHARES TR | 34.7K | $759K | $749K | 0.45% | +5.5K | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 2.5K | $729K | $906K | 0.55% | -701 | 2026-03-31 |
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