Foundation Wealth Management, LLC 13F Holdings
CIK 0001966351 · Clayton, MO
As of Sep 30, 2025, Foundation Wealth Management, LLC reported 46 positions worth
CIK 0001966351 · Clayton, MO
As of Sep 30, 2025, Foundation Wealth Management, LLC reported 46 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF | IVW | — | 353,823 | $42.7M | 27.30% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 184,882 | $38.2M | 24.40% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 38,271 | $6.8M | 4.32% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 49,113 | $6.4M | 4.07% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 19,140 | $6.1M | 3.91% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 92,921 | $6.0M | 3.86% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 57,215 | $3.9M | 2.48% |
| APPLE INC | AAPL | Technology | 15,069 | $3.8M | 2.45% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 153,619 | $3.7M | 2.39% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 63,426 | $3.4M | 2.16% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,176 | $3.1M | 1.98% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 122,880 | $3.0M | 1.91% |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | IBDQ | — | 113,285 | $2.9M | 1.82% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 24,181 | $2.8M | 1.76% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | — | 23,062 | $2.2M | 1.41% |
| MICROSOFT CORP | MSFT | Technology | 3,446 | .8M | 1.14% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 65,208 | .7M | 1.06% |
| ISHARES US REAL ESTATE ETF | IYR | — | 16,238 | .6M | 1.01% |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | — | 20,408 | .6M | 1.00% |
| ALPHABET INC | GOOGL | Equity | 6,140 | .5M | 0.95% |
| ISHARES US ENERGY ETF | IYE | — | 29,071 | .4M | 0.88% |
| ISHARES GLOBAL REIT ETF | REET | — | 49,608 | .3M | 0.81% |
| AON PLC | AON | Financial Services | 2,639 | $941.0K | 0.60% |
| ALPHABET INC | GOOG | Equity | 3,473 | $846.1K | 0.54% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 4,520 | $824.5K | 0.53% |