Foundation Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
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
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