Foundation Wealth Management, LLC\PA

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Media, PA
CIK
0002011000
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 88 210,101 VTI, VCIT, DFAC, IVV 13F-HR 4/22/2025 000108514625002255
Q4 2024 89 206,321 DFAC, VTI, IVV, VCIT 13F-HR 2/11/2025 000108514625001032