Foundation Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Clayton, MO
CIK
0001966351
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 43 131,805 IVW, IVE, IJJ, IWO 13F-HR 10/29/2024 000117266124004389
Q2 2024 45 127,619 IVW, IVE, IJJ, IWO 13F-HR 8/13/2024 000117266124003294
Q1 2024 39 122,676 IVW, IVE, IJJ, IWO 13F-HR 5/8/2024 000117266124002080
Q4 2023 35 111,889 IVW, IVE, IJJ, IWO 13F-HR 1/24/2024 000117266124000327
Q3 2023 39 100,056 IVW, IVE, IWO, IJJ 13F-HR 10/31/2023 000117266123003547
Q2 2023 39 102,499 IVW, IVE, IJJ, IWO 13F-HR 7/28/2023 000117266123002654
Q1 2023 37 97,146 IVW, IVE, IJJ, IWO 13F-HR 4/18/2023 000117266123001715
Q4 2022 38 98,475 IVW, IVE, IWO, SCZ 13F-HR 2/21/2023 000117266123001502