 |
Size ($ in 1000's)
At 12/31/2023: $111,892
At 09/30/2023: $100,057
Foundation Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Foundation Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Foundation Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Foundation Wealth Management LLC.
In the Foundation Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Foundation Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Foundation Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVW) |
379,663 |
+18,920 |
$28,513 | | IVW | 379,663 | +18,920 | $28,513 | | ISHARES TR (IVE) |
157,317 |
+36,187 |
$27,356 | | IVE | 157,317 | +36,187 | $27,356 | | ISHARES TR (IJJ) |
43,410 |
+763 |
$4,951 | | IJJ | 43,410 | +763 | $4,951 | | ISHARES TR (IWO) |
18,571 |
-2,327 |
$4,684 | | IWO | 18,571 | -2,327 | $4,684 | | APPLE INC |
18,931 |
+40 |
$3,645 | | AAPL | 18,931 | +40 | $3,645 | | ISHARES TR (IBDR) |
151,756 |
+343 |
$3,627 | | IBDR | 151,756 | +343 | $3,627 | | ISHARES TR (EFV) |
68,701 |
-584 |
$3,579 | | EFV | 68,701 | -584 | $3,579 | | ISHARES TR (IWN) |
22,149 |
+1,803 |
$3,440 | | IWN | 22,149 | +1,803 | $3,440 | | ISHARES TR (EEM) |
71,567 |
-3,522 |
$2,878 | | EEM | 71,567 | -3,522 | $2,878 | | ISHARES TR (IBDQ) |
115,579 |
+783 |
$2,862 | | IBDQ | 115,579 | +783 | $2,862 | | ISHARES TR (EFG) |
28,528 |
-2,727 |
$2,763 | | EFG | 28,528 | -2,727 | $2,763 | | ISHARES TR (IBDS) |
115,032 |
-6,526 |
$2,753 | | IBDS | 115,032 | -6,526 | $2,753 | | ISHARES TR (IBDP) |
97,825 |
-4,923 |
$2,437 | | IBDP | 97,825 | -4,923 | $2,437 | | ISHARES TR (SCZ) |
38,668 |
-4,457 |
$2,394 | | SCZ | 38,668 | -4,457 | $2,394 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$2,211 | | BRK.B | 6,200 | -104 | $2,211 | | ISHARES TR (IYR) |
19,053 |
+3,415 |
$1,741 | | IYR | 19,053 | +3,415 | $1,741 | | ISHARES TR (IJK) |
21,366 |
+782 |
$1,693 | | IJK | 21,366 | +782 | $1,693 | | MICROSOFT CORP |
4,171 |
-389 |
$1,569 | | MSFT | 4,171 | -389 | $1,569 | | ISHARES TR (REET) |
56,997 |
-4,096 |
$1,378 | | REET | 56,997 | -4,096 | $1,378 | | ISHARES TR (IBDT) |
51,076 |
+2,185 |
$1,282 | | IBDT | 51,076 | +2,185 | $1,282 | | ISHARES TR (IYE) |
26,101 |
+1,141 |
$1,152 | | IYE | 26,101 | +1,141 | $1,152 | | ALPHABET INC |
6,635 |
+96 |
$927 | | GOOGL | 6,635 | +96 | $927 | | COSTCO WHSL CORP NEW |
969 |
UNCH |
$640 | | COST | 969 | UNCH | $640 | | ALPHABET INC |
3,920 |
UNCH |
$552 | | GOOG | 3,920 | UNCH | $552 | | JPMORGAN CHASE & CO |
2,347 |
-73 |
$399 | | JPM | 2,347 | -73 | $399 | | VANGUARD SCOTTSDALE FDS (VONG) |
4,490 |
UNCH |
$350 | | VONG | 4,490 | UNCH | $350 | | GARMIN LTD |
2,113 |
UNCH |
$272 | | GRMN | 2,113 | UNCH | $272 | | AUTOZONE INC |
100 |
UNCH |
$259 | | AZO | 100 | UNCH | $259 | | VANGUARD INDEX FDS (VUG) |
834 |
+1 |
$259 | | VUG | 834 | +1 | $259 | | TESLA INC |
962 |
+1 |
$239 | | TSLA | 962 | +1 | $239 | | ISHARES GOLD TR (IAU) |
5,999 |
UNCH |
$234 | | IAU | 5,999 | UNCH | $234 | | UNITEDHEALTH GROUP INC |
416 |
+8 |
$219 | | UNH | 416 | +8 | $219 | | NVIDIA CORPORATION |
437 |
+437 |
$216 | | NVDA | 437 | +437 | $216 | | ISHARES TR (IWP) |
2,052 |
+2,052 |
$214 | | IWP | 2,052 | +2,052 | $214 |
See Full List: All Stocks Held By Foundation Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Foundation Wealth Management LLC
|
|
