Foundation Wealth Management, LLC
51 holdingsFiling period: 2026-06-30Current AUM: $171.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 337.0K | $46.3M | $46.3M | 27.04% | -1,185 | 2026-06-30 |
| 2 | IVE | ISHARES TR | 184.4K | $41.9M | $43.0M | 25.11% | +2.2K | 2026-06-30 |
| 3 | IJJ | ISHARES TR | 56.8K | $8.4M | $8.1M | 4.76% | +3.4K | 2026-06-30 |
| 4 | IWN | ISHARES TR | 35.4K | $7.8M | $7.7M | 4.50% | -1,594 | 2026-06-30 |
| 5 | IWO | ISHARES TR | 17.7K | $7.0M | $6.4M | 3.72% | -446 | 2026-06-30 |
| 6 | EEM | ISHARES TR | 56.4K | $3.9M | $3.7M | 2.16% | -3,521 | 2026-06-30 |
| 7 | SCZ | ISHARES TR | 46.1K | $3.8M | $3.9M | 2.29% | +10.0K | 2026-06-30 |
| 8 | AAPL | APPLE INC | 13.0K | $3.8M | $4.3M | 2.52% | -762 | 2026-06-30 |
| 9 | EFV | ISHARES TR | 48.8K | $3.7M | $4.0M | 2.33% | -3,943 | 2026-06-30 |
| 10 | IBDR | ISHARES TR | 151.5K | $3.7M | $3.7M | 2.14% | -1,208 | 2026-06-30 |
| 11 | IBIT | ISHARES BITCOIN TRUST ETF | 108.5K | $3.6M | $4.7M | 2.73% | +11.4K | 2026-06-30 |
| 12 | IBDS | ISHARES TR | 141.3K | $3.4M | $3.4M | 1.99% | +4.6K | 2026-06-30 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.1K | $3.1M | $3.1M | 1.79% | -10 | 2026-06-30 |
| 14 | IJK | ISHARES TR | 24.9K | $2.9M | $2.7M | 1.59% | +417 | 2026-06-30 |
| 15 | EFG | ISHARES TR | 21.7K | $2.7M | $2.6M | 1.52% | -1,325 | 2026-06-30 |
| 16 | GOOGL | ALPHABET INC | 5.9K | $2.1M | $2.0M | 1.19% | +233 | 2026-06-30 |
| 17 | IBDT | ISHARES TR | 78.2K | $2.0M | $2.0M | 1.14% | +2.0K | 2026-06-30 |
| 18 | IYR | ISHARES TR | 15.2K | $1.6M | $1.5M | 0.88% | -779 | 2026-06-30 |
| 19 | IYE | ISHARES TR | 25.5K | $1.4M | $1.8M | 1.03% | -1,982 | 2026-06-30 |
| 20 | MU | MICRON TECHNOLOGY INC | 1.0K | $1.2M | $927K | 0.54% | -- | 2026-06-30 |
| 21 | REET | ISHARES TR | 41.6K | $1.1M | $1.1M | 0.64% | -6,634 | 2026-06-30 |
| 22 | MSFT | MICROSOFT CORP | 2.8K | $1.0M | $1.4M | 0.80% | -63 | 2026-06-30 |
| 23 | BTC | GRAYSCALE BITCOIN MINI TR ET | 38.9K | $1.0M | $1.3M | 0.76% | +12.5K | 2026-06-30 |
| 24 | GOOG | ALPHABET INC | 2.8K | $989K | $956K | 0.56% | +257 | 2026-06-30 |
| 25 | IBDV | ISHARES TR | 40.3K | $879K | $859K | 0.50% | +5.6K | 2026-06-30 |
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