Foundation Wealth Management, LLC\PA Portfolio Holdings
Q3 2025•94 long positions•$258.2M portfolio value
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Holding95 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $25.6M 9.9% | +$4.7M Bought | — 77.9K shares | 63.7K → 77.9K +$4.7M | +22.25% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $20.9M 8.11% | +$6.2M Bought | — 248.9K shares | 175.3K → 248.9K +$6.2M | +41.97% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $13.6M 5.28% | -$198.1K Sold | — 20.4K shares | 20.7K → 20.4K −$198.1K | -1.43% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $13.3M 5.14% | +$3.7M Bought | — 165.9K shares | 119.9K → 165.9K +$3.7M | +38.42% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.6M 4.87% | -$850.4K Sold | — 326.0K shares | 348.0K → 326.0K −$850.4K | -6.34% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.7M 4.15% | +$2.5M Bought | — 284.0K shares | 219.0K → 284.0K +$2.5M | +29.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.6M 4.11% | +$2.4M Bought | — 333.7K shares | 259.5K → 333.7K +$2.4M | +28.59% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.7M 3.74% | +$1.4M Bought | — 301.4K shares | 258.0K → 301.4K +$1.4M | +16.79% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.7M 3.38% | +$2.1M Bought | — 347.2K shares | 262.8K → 347.2K +$2.1M | +32.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.8M 3.03% | -$372.2K Sold | — 99.0K shares | 103.7K → 99.0K −$372.2K | -4.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.4M 2.88% | -$137.6K Sold | — 79.7K shares | 81.2K → 79.7K −$137.6K | -1.82% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.3M 2.82% | +$1.7M Bought | — 121.6K shares | 93.3K → 121.6K +$1.7M | +30.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.6M 2.55% | -$2.9M Sold | — 72.0K shares | 104.1K → 72.0K −$2.9M | -30.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.2M 2.39% | -$38.4K Sold | — 13.2K shares | 13.2K → 13.2K −$38.4K | -0.62% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.5M 1.75% | +$738.6K Bought | — 148.8K shares | 124.5K → 148.8K +$738.6K | +19.52% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.3M 1.66% | -$105.2K Sold | — 60.2K shares | 61.7K → 60.2K −$105.2K | -2.39% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.2M 1.62% | -$2.5M Sold | — 82.6K shares | 131.9K → 82.6K −$2.5M | -37.4% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.1M 1.58% | +$534.3K Bought | — 114.4K shares | 99.4K → 114.4K +$534.3K | +15.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.9M 1.52% | -$751.1K Sold | — 119.6K shares | 142.5K → 119.6K −$751.1K | -16.08% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.8M 1.48% | -$57.2K Sold | — 18.8K shares | 19.1K → 18.8K −$57.2K | -1.47% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.8M 1.46% | -$323.9K Sold | — 21.3K shares | 23.1K → 21.3K −$323.9K | -7.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 1.36% | -$20.8K Sold | — 9.3K shares | 9.3K → 9.3K −$20.8K | -0.59% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 1.18% | -$664.2K Sold | — 39.7K shares | 48.3K → 39.7K −$664.2K | -17.91% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 1.16% | -$16.4K Sold | — 55.2K shares | 55.5K → 55.2K −$16.4K | -0.54% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $2.9M 1.14% | — | — 38.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 1.12% | -$458.0K Sold | — 20.3K shares | 23.5K → 20.3K −$458.0K | -13.65% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 1.08% | -$22.6K Sold | — 57.7K shares | 58.2K → 57.7K −$22.6K | -0.81% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 1.01% | -$144.3K Sold | — 8.1K shares | 8.6K → 8.1K −$144.3K | -5.26% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 0.988% | — | — 7.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 0.987% | -$208.2K Sold | — 21.5K shares | 23.2K → 21.5K −$208.2K | -7.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 0.976% | +$679.6 Bought | — 59.4K shares | 59.3K → 59.4K +$679.6 | +0.03% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 0.953% | -$82.9K Sold | — 55.1K shares | 56.9K → 55.1K −$82.9K | -3.26% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 0.918% | — | — 42.9K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 0.906% | -$201.8K Sold | — 9.7K shares | 10.5K → 9.7K −$201.8K | -7.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 0.868% | -$263.6K Sold | — 25.3K shares | 28.2K → 25.3K −$263.6K | -10.53% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.603% | -$29.6K Sold | — 23.0K shares | 23.4K → 23.0K −$29.6K | -1.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.579% | -$41.3K Sold | — 25.7K shares | 26.4K → 25.7K −$41.3K | -2.69% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $1.4M 0.543% | -$24.4K Sold | 0.0% 5.5K shares | 5.6K → 5.5K −$24.4K | -1.71% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.505% | +$230.6 Bought | — 28.2K shares | 28.2K → 28.2K +$230.6 | +0.02% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.459% | -$552.5K Sold | — 10.6K shares | 15.6K → 10.6K −$552.5K | -31.82% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.409% | -$18.6K Sold | — 33.6K shares | 34.2K → 33.6K −$18.6K | -1.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $955.5K 0.37% | -$190.7K Sold | — 30.0K shares | 35.9K → 30.0K −$190.7K | -16.64% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $840.9K 0.326% | -$46.2K Sold | — 4.5K shares | 4.8K → 4.5K −$46.2K | -5.21% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $775.0K 0.3% | — | — 30.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $774.8K 0.3% | -$64.6K Sold | — 1.2K shares | 1.3K → 1.2K −$64.6K | -7.7% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $766.8K 0.297% | -$169.5K Sold | — 28.1K shares | 34.3K → 28.1K −$169.5K | -18.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $745.4K 0.289% | — | — 28.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
Insurance - Brokers Financial Services | $718.6K 0.278% | -$20.4K Sold | 0.001% 2.3K shares | 2.4K → 2.3K −$20.4K | -2.77% | $79.4B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $714.5K 0.277% | -$63.8K Sold | — 5.0K shares | 5.5K → 5.0K −$63.8K | -8.2% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $681.6K 0.264% | — | 0.0% 3.7K shares | — | — | $4.54T Mega Cap | Q4 2024 Held for 11 months |
