Foundation Wealth Management, LLC
Net buyer this quarter
$169M
27
+$4.45M
12.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SCZ | $3.79M | 2.24% | Not reported | +27.6% | Q4 2022 |
 AAPL | $3.78M | 2.23% | 0.00% | -5.5% | Q4 2022 |
| IBIT | $3.61M | 2.14% | 0.01% | +11.8% | Q4 2024 |
 BRK.B | $3.07M | 1.82% | Not reported | -0.2% | Q4 2022 |
 GOOGL | $2.12M | 1.25% | 0.00% | +4.1% | Q4 2022 |
 MU | $1.15M | 0.68% | 0.00% | New | Q2 2026 |
 MSFT | $1.03M | 0.61% | 0.00% | -2.2% | Q4 2022 |
 BTC | $1.01M | 0.60% | 0.03% | +47.2% | Q4 2025 |
| GOOG | $990K | 0.59% | Not reported | +10.1% | Q4 2022 |
 GEV | $641K | 0.38% | 0.00% | New | Q2 2026 |
 AON | $641K | 0.38% | 0.00% | -27.1% | Q3 2025 |
 JPM | $597K | 0.35% | 0.00% | -3.9% | Q4 2022 |
 COST | $555K | 0.33% | 0.00% | +0.2% | Q4 2022 |
 PLTR | $539K | 0.32% | 0.00% | +2.2% | Q3 2024 |
 NVDA | $515K | 0.30% | 0.00% | +31.8% | Q4 2023 |
 DIS | $478K | 0.28% | 0.00% | Not reported | Q4 2022 |
 SNDK | $455K | 0.27% | 0.00% | New | Q2 2026 |
 AMD | $411K | 0.24% | 0.00% | New | Q2 2026 |
 GBTC | $303K | 0.18% | 0.00% | Not reported | Q1 2024 |
 ABBV | $283K | 0.17% | 0.00% | Not reported | Q3 2025 |
 GRMN | $263K | 0.16% | 0.00% | Not reported | Q1 2023 |
 DDOG | $260K | 0.15% | 0.00% | New | Q2 2026 |
| IWS | $238K | 0.14% | Not reported | -13.1% | Q1 2024 |
 IBM | $233K | 0.14% | 0.00% | -4.2% | Q2 2025 |
 AZO | $224K | 0.13% | 0.00% | Not reported | Q4 2022 |
 META | $216K | 0.13% | Not reported | Not reported | Q4 2024 |
 PRTA | $188K | 0.11% | 0.04% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| IBIT | $3.73M | 2.52% | 0.01% | +28.4% | Q4 2024 |
| AAPL | $3.5M | 2.37% | 0.00% | -5.9% | Q4 2022 |
| BRK.B | $2.95M | 1.99% | Not reported | 0.0% | Q4 2022 |
| SCZ | $2.83M | 1.91% | Not reported | +42.2% | Q4 2022 |
| GOOGL | $1.63M | 1.10% | 0.00% | -3.4% | Q4 2022 |
| MSFT | $1.05M | 0.71% | 0.00% | -15.5% | Q4 2022 |
| AON | $856K | 0.58% | 0.00% | +0.3% | Q3 2025 |
| BTC | $792K | 0.53% | 0.02% | -21.2% | Q4 2025 |
| GOOG | $730K | 0.49% | Not reported | -21.6% | Q4 2022 |
| PLTR | $661K | 0.45% | 0.00% | Not reported | Q3 2024 |
| COST | $591K | 0.40% | 0.00% | -14.2% | Q4 2022 |
| JPM | $558K | 0.38% | 0.00% | -4.2% | Q4 2022 |
| DIS | $479K | 0.32% | 0.00% | +0.1% | Q4 2022 |
| GBTC | $351K | 0.24% | 0.00% | Not reported | Q1 2024 |
| NVDA | $340K | 0.23% | 0.00% | -35.6% | Q4 2023 |
| IAU | $286K | 0.19% | 0.00% | -44.8% | Q4 2022 |
| GRMN | $257K | 0.17% | 0.00% | -21.3% | Q1 2023 |
| IWS | $242K | 0.16% | Not reported | +0.1% | Q1 2024 |
| AZO | $236K | 0.16% | 0.00% | -30.0% | Q4 2022 |
| IBM | $209K | 0.14% | 0.00% | -5.9% | Q2 2025 |
| PRTA | $187K | 0.13% | 0.04% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| AAPL | $3.99M | 2.63% | 0.00% | -2.7% | Q4 2022 |
| IBIT | $3.76M | 2.48% | 0.01% | -18.6% | Q4 2024 |
| BRK.B | $3.09M | 2.04% | Not reported | -0.5% | Q4 2022 |
| SCZ | $1.97M | 1.30% | Not reported | +24.4% | Q4 2022 |
| GOOGL | $1.84M | 1.21% | 0.00% | -4.1% | Q4 2022 |
| MSFT | $1.62M | 1.07% | 0.00% | -2.8% | Q4 2022 |
| BTC | $1.3M | 0.85% | 0.03% | New | Q4 2025 |
| GOOG | $1.02M | 0.67% | Not reported | -6.6% | Q4 2022 |
| AON | $933K | 0.61% | 0.00% | +0.2% | Q3 2025 |
| PLTR | $803K | 0.53% | 0.00% | Not reported | Q3 2024 |
| JPM | $639K | 0.42% | 0.00% | -2.4% | Q4 2022 |
| COST | $598K | 0.39% | 0.00% | -1.1% | Q4 2022 |
| NVDA | $565K | 0.37% | 0.00% | +5.3% | Q4 2023 |
| DIS | $565K | 0.37% | 0.00% | 0.0% | Q4 2022 |
| IAU | $477K | 0.31% | 0.00% | 0.0% | Q4 2022 |
| GBTC | $454K | 0.30% | 0.00% | Not reported | Q1 2024 |
| AZO | $339K | 0.22% | 0.00% | Not reported | Q4 2022 |
| GRMN | $286K | 0.19% | 0.00% | Not reported | Q1 2023 |
| IBM | $273K | 0.18% | 0.00% | +6.2% | Q2 2025 |
| IWS | $234K | 0.15% | Not reported | -0.1% | Q1 2024 |
| ABBV | $208K | 0.14% | 0.00% | +0.7% | Q3 2025 |
| Q3 2025 | |||||
| IBIT | $6.04M | 3.86% | 0.01% | +4.5% | Q4 2024 |
| AAPL | $3.84M | 2.45% | 0.00% | Not reported | Q4 2022 |
| BRK.B | $3.1M | 1.98% | Not reported | -0.2% | Q4 2022 |
| MSFT | $1.78M | 1.14% | 0.00% | -6.5% | Q4 2022 |
| SCZ | $1.57M | 1.00% | Not reported | -24.4% | Q4 2022 |
| GOOGL | $1.49M | 0.95% | 0.00% | 0.0% | Q4 2022 |
| AON | $941K | 0.60% | 0.00% | New | Q3 2025 |
| GOOG | $846K | 0.54% | Not reported | -4.8% | Q4 2022 |
| PLTR | $825K | 0.53% | 0.00% | Not reported | Q3 2024 |
| COST | $647K | 0.41% | 0.00% | +0.1% | Q4 2022 |
| JPM | $639K | 0.41% | 0.00% | +1.3% | Q4 2022 |
| GBTC | $597K | 0.38% | 0.00% | Not reported | Q1 2024 |
| DIS | $568K | 0.36% | 0.00% | -15.0% | Q4 2022 |
| NVDA | $536K | 0.34% | 0.00% | -33.2% | Q4 2023 |
| AZO | $429K | 0.27% | 0.00% | Not reported | Q4 2022 |
| IAU | $428K | 0.27% | 0.00% | Not reported | Q4 2022 |
| GRMN | $347K | 0.22% | 0.00% | Not reported | Q1 2023 |
| IBM | $244K | 0.16% | 0.00% | +9.1% | Q2 2025 |
 AMZN | $239K | 0.15% | 0.00% | -7.3% | Q1 2024 |
 MO | $237K | 0.15% | 0.00% | Not reported | Q4 2022 |
| IWS | $232K | 0.15% | Not reported | Not reported | Q1 2024 |
| META | $220K | 0.14% | Not reported | -20.1% | Q4 2024 |
| ABBV | $209K | 0.13% | 0.00% | New | Q3 2025 |
| PRTA | $190K | 0.12% | 0.04% | Not reported | Q4 2024 |