Foundation Wealth Management
Foundation Wealth Management reported 60 stocks worth $179M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are IVW (26.7%), IVE (23.9%) and PG (4.5%). Compared with Q2 2026, the fund opened new positions in PG, TXN and AMZN, added to IVE, IBIT and AAPL, trimmed IVW, IJJ and IWN and sold out of GEV, SNDK and IEFA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVW Ishares TR | $47.8M | 26.7% | 336K | −756 (−0%) | 8 of 8 | |
| 2 |  IVE Ishares TR | $42.8M | 23.9% | 187K | +2,945 (+2%) | 8 of 8 | |
| 3 |  PG Procter & Gamble Co | $8.1M | 4.5% | 56K | New position | 1 of 8 | |
| 4 |  IJJ Ishares TR | $7.6M | 4.3% | 55K | −1,511 (−3%) | 8 of 8 | |
| 5 |  IWN Ishares TR | $7.2M | 4.0% | 35K | −864 (−2%) | 8 of 8 | |
| 6 |  IWO Ishares TR | $5.9M | 3.3% | 17K | −1,041 (−6%) | 8 of 8 | |
| 7 |  IBIT Ishares Bitcoin Trust ETF | $5.4M | 3.0% | 113K | +4,542 (+4%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $4.6M | 2.6% | 14K | +746 (+6%) | 8 of 8 | |
| 9 |  EFV Ishares TR | $3.7M | 2.1% | 47K | −1,436 (−3%) | 8 of 8 | |
| 10 |  EEM Ishares Msci Emerging | $3.4M | 1.9% | 51K | −5,661 (−10%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Foundation Wealth Management 13F FAQ
What does Foundation Wealth Management own?
Foundation Wealth Management reported 60 stocks worth $179M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are IVW (26.7%), IVE (23.9%) and PG (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Foundation Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 16 new positions, 22 added to, 15 trimmed and 5 sold out. New positions include PG, TXN and AMZN. It sold all of GEV, SNDK and IEFA.
When will Foundation Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Foundation Wealth Management's portfolio worth?
The Q3 2026 filing reports $179M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.