Foundation Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports that the firm holds positions in 62 distinct companies.
The largest position disclosed in the portfolio is a stake in the iShares S&P 500 Growth ETF, for which the firm holds 33,621,800 shares. The firm also holds significant positions in the iShares S&P 500 ETF, with 47,829,579 shares, and the iShares S&P 400 Mid-Cap ETF, with 27,633,970 shares. Other notable equity holdings include shares of Procter & Gamble Co. (8,134,430 shares), Broadcom Inc. (387,928 shares), and Taiwan Semiconductor Manufacturing Co. (286,682 shares).
The filing indicates that all positions were held in a sole voting capacity with no shared investment power.
