Foundations Investment Advisors
Foundations Investment Advisors reported 1,197 stocks worth $9.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IVV (3.8%), IVW (3.4%) and IVE (2.9%). Compared with Q1 2026, the fund opened new positions in AESR, HBTA and IALT, added to IVV, IVW and IVE, trimmed SOXX, MTUM and BAI and sold out of IHI, FIG and XTL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $367M | 3.8% | 491K | +262K (+115%) | 8 of 8 | |
| 2 |  IVW Ishares TR | $332M | 3.4% | 2.4M | +134K (+6%) | 8 of 8 | |
| 3 |  IVE Ishares TR | $278M | 2.9% | 1.2M | +114K (+10%) | 8 of 8 | |
| 4 |  SOXX Ishares Semiconductor | $233M | 2.4% | 364K | −52K (−12%) | 5 of 8 | |
| 5 |  IUSB Ishares Core | $230M | 2.4% | 5M | +1.2M (+32%) | 8 of 8 | |
| 6 |  DYNF Blackrock ETF Trust | $202M | 2.1% | 3M | +277K (+10%) | 8 of 8 | |
| 7 |  AESR Horizon Fds | $195M | 2.0% | 9.4M | New position | 1 of 8 | |
| 8 |  NVDA Nvidia Corporation | $180M | 1.9% | 901K | +59K (+7%) | 8 of 8 | |
| 9 |  XLC Select Sector Spdr TR | $172M | 1.8% | 1.6M | +338K (+27%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $136M | 1.4% | 470K | +28K (+6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
TWO RDS SHARED TR | $90M | 5.4M |
 IHI Ishares US Medical | $16.8M | 315K |
 FIG Figma Inc | $12.6M | 597K |
SSGA ACTIVE TR | $12.1M | 285K |
TWO RDS SHARED TR | $9.9M | 1.1M |
🔒 Free account: see all 30.
Options
valued at the underlying shares
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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Foundations Investment Advisors 13F FAQ
What does Foundations Investment Advisors own?
Foundations Investment Advisors reported 1,197 stocks worth $9.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IVV (3.8%), IVW (3.4%) and IVE (2.9%). The table above lists every position in the filing (the top 10 without an account).
What did Foundations Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 184 new positions, 614 added to, 373 trimmed and 140 sold out. New positions include AESR, HBTA and IALT. It sold all of IHI, FIG and XTL.
When will Foundations Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Foundations Investment Advisors's portfolio worth?
The Q2 2026 filing reports $9.7B 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.