Foundation Wealth Management, LLC\PA
RIA/Wealth
Foundation Wealth Management, LLC\PA is a RIA/Wealth based in Media, PA led by Paul Andrew Laviola, reporting $326.8M in AUM as of Q3 2025 with 95% ETF concentration and 52% concentrated in top 10 holdings.
PartnerPaul Andrew Laviola
- Portfolio Value
- $258.2M
- Positions
- 94
- Top Holding
- VTI at 9.9%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Foundation Wealth Management, LLC\PA's portfolio (51.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.6M | 9.90% | +$4.7M Bought | — 77.9K shares | |
ETF ETF | $20.9M | 8.11% | +$6.2M Bought | — 248.9K shares | |
ETF ETF | $13.6M | 5.28% | -$198.1K Sold | — 20.4K shares | |
ETF ETF | $13.3M | 5.14% | +$3.7M Bought | — 165.9K shares | |
ETF ETF | $12.6M | 4.87% | -$850.4K Sold | — 326.0K shares | |
ETF ETF | $10.7M | 4.15% | +$2.5M Bought | — 284.0K shares | |
ETF ETF | $10.6M | 4.11% | +$2.4M Bought | — 333.7K shares | |
ETF ETF | $9.7M | 3.74% | +$1.4M Bought | — 301.4K shares | |
ETF ETF | $8.7M | 3.38% | +$2.1M Bought | — 347.2K shares | |
ETF ETF | $7.8M | 3.03% | -$372.2K Sold | — 99.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Foundation Wealth Management, LLC\PA's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+41.97% | |
+38.42% | |
+32.1% | |
+30.33% | |
+29.73% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-65.35% | |
-37.4% | |
-32.03% | |
-31.82% |
Analytics
Portfolio insights and performance metrics for Foundation Wealth Management, LLC\PA
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