13F HOLDINGS REPORT
Foundation Wealth Management, LLC
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001172661-26-000315
Total Value
$151.9M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287309 | 336,363 | $41.5M | 27.31% |
| 2 | ISHARES TR | 464287408 | 181,515 | $38.6M | 25.38% |
| 3 | ISHARES TR | 464287630 | 37,323 | $6.8M | 4.46% |
| 4 | ISHARES TR | 464287705 | 47,753 | $6.3M | 4.14% |
| 5 | ISHARES TR | 464287648 | 18,438 | $6.0M | 3.93% |
| 6 | APPLE INC | AAPL | 14,670 | $4.0M | 2.63% |
| 7 | ISHARES TR | 464288877 | 54,222 | $3.9M | 2.55% |
| 8 | ISHARES BITCOIN TRUST ETF | IBIT | 75,629 | $3.8M | 2.48% |
| 9 | ISHARES TR | 46435GAA0 | 154,048 | $3.7M | 2.46% |
| 10 | ISHARES TR | 464287234 | 61,649 | $3.4M | 2.22% |
| 11 | ISHARES TR | 46435UAA9 | 134,721 | $3.3M | 2.15% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,146 | $3.1M | 2.04% |
| 13 | ISHARES TR | 464288885 | 23,116 | $2.6M | 1.73% |
| 14 | ISHARES TR | 464287606 | 22,699 | $2.2M | 1.45% |
| 15 | ISHARES TR | 464288273 | 25,396 | $2.0M | 1.30% |
| 16 | ALPHABET INC | GOOG | 5,886 | $1.8M | 1.21% |
| 17 | ISHARES TR | 46435U515 | 72,357 | $1.8M | 1.21% |
| 18 | MICROSOFT CORP | MSFT | 3,351 | $1.6M | 1.07% |
| 19 | ISHARES TR | 464287739 | 15,940 | $1.5M | 0.99% |
| 20 | ISHARES TR | 464287796 | 27,845 | $1.3M | 0.87% |
| 21 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 33,514 | $1.3M | 0.85% |
| 22 | ISHARES TR | 46434V647 | 48,060 | $1.2M | 0.79% |
| 23 | ALPHABET INC | GOOG | 3,245 | $1.0M | 0.67% |
| 24 | AON PLC | AON | 2,644 | $933,237 | 0.61% |
| 25 | PALANTIR TECHNOLOGIES INC | PLTR | 4,520 | $803,430 | 0.53% |
| 26 | ISHARES TR | 46436E205 | 27,893 | $653,197 | 0.43% |
| 27 | ISHARES TR | 46436E726 | 29,225 | $645,285 | 0.42% |
| 28 | JPMORGAN CHASE & CO. | VYLD | 1,980 | $638,811 | 0.42% |
| 29 | COSTCO WHSL CORP NEW | 22160K105 | 691 | $598,211 | 0.39% |
| 30 | NVIDIA CORPORATION | NVDA | 3,027 | $565,130 | 0.37% |
| 31 | DISNEY WALT CO | 254687106 | 4,963 | $564,836 | 0.37% |
| 32 | ISHARES GOLD TR | IAU | 5,876 | $477,002 | 0.31% |
| 33 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 6,647 | $454,389 | 0.30% |
| 34 | VANGUARD INDEX FDS | 922908736 | 832 | $406,387 | 0.27% |
| 35 | VANGUARD SCOTTSDALE FDS | 92206C680 | 3,250 | $395,693 | 0.26% |
| 36 | AUTOZONE INC | AZO | 100 | $339,150 | 0.22% |
| 37 | ISHARES TR | 46436E486 | 14,285 | $302,246 | 0.20% |
| 38 | GARMIN LTD | GRMN | 1,408 | $285,613 | 0.19% |
| 39 | INTERNATIONAL BUSINESS MACHS | INTR | 919 | $272,670 | 0.18% |
| 40 | ISHARES TR | 464287481 | 1,981 | $271,334 | 0.18% |
| 41 | ISHARES TR | 46432F842 | 2,686 | $240,370 | 0.16% |
| 42 | ISHARES TR | 464287473 | 1,659 | $234,254 | 0.15% |
| 43 | ABBVIE INC | ABBV | 909 | $207,822 | 0.14% |