SEC Form 13F

Foundation Wealth Management, LLC\PA 13F Holdings

Inspect Foundation Wealth Management, LLC\PA's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-23T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-23
Reported value
$331,341,265
Positions
105

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Step 1 of 3

Disclosed positions

Foundation Wealth Management, LLC\PA: source evidence dated 2026-07-23T03:59:59.999Z.

Issuer
VANGUARD INDEX FDS
Ticker
VTI
Class
TOTAL STK MKT
Reported value
$42,124,662
Reported amount
113,838
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001754960-26-000577
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Step 3 of 3

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Disclosed positions

See the complete disclosed positions

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VANGUARD INDEX FDSVTITOTAL STK MKT$42,124,662113,838SHNone
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$31,172,152377,159SHNone
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$19,593,873247,930SHNone
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$19,495,461502,590SHNone
ISHARES TRIVVCORE S&P500 ETF$17,833,56823,813SHNone
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$17,413,653417,293SHNone
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$15,367,678378,142SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$13,286,619186,479SHNone
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$12,167,595274,292SHNone
SCHWAB STRATEGIC TRSCHRINT-TRM U.S TRES$11,938,761484,135SHNone
ISHARES TREFAMSCI EAFE ETF$9,442,67590,900SHNone
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$7,408,06895,085SHNone
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$6,467,360189,520SHNone
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$6,285,425156,627SHNone
ISHARES TRIWFRUS 1000 GRW ETF$5,832,34446,971SHNone
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$4,805,23757,376SHNone
ISHARES TRIWDRUS 1000 VAL ETF$4,458,06518,389SHNone
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$4,046,752108,608SHNone
ISHARES TRIWNRUS 2000 VAL ETF$4,027,86118,209SHNone
ISHARES TRIWVRUSSELL 3000 ETF$3,641,8828,541SHNone
ASTRAZENECA PLCAZNORD$3,628,56819,136SHNone
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$2,958,52053,781SHNone
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$2,946,83649,369SHNone
ISHARES TRIWBRUS 1000 ETF$2,857,9016,979SHNone
DIMENSIONAL ETF TRUSTDFSUUS SUSTAINABILTY$2,824,18360,566SHNone
ISHARES TRIWMRUSSELL 2000 ETF$2,628,1808,747SHNone
SPDR SERIES TRUSTSPYVST STR P500VAL$2,565,58142,204SHNone
ISHARES TRSCZEAFE SML CP ETF$2,554,40131,049SHNone
ISHARES TRIJRCORE S&P SCP ETF$2,493,38816,812SHNone
SPDR SERIES TRUSTSLYVST STR SP600SM C$2,209,58720,251SHNone
APPLE INCAAPLCOM$2,166,9017,489SHNone
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$2,156,05645,153SHNone
VANGUARD INTL EQUITY INDEX FVSSFTSE SMCAP ETF$2,009,90013,027SHNone
VANGUARD INDEX FDSVNQREAL ESTATE ETF$1,982,51720,559SHNone
ISHARES TRIWORUS 2000 GRW ETF$1,885,6264,786SHNone
VISA INCVCOM CL A$1,755,4395,117SHNone
ISHARES TREFVEAFE VALUE ETF$1,587,89020,743SHNone
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$1,575,78922,543SHNone
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$1,276,58423,632SHNone
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$1,273,38534,565SHNone
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$1,020,40620,315SHNone
VANGUARD INDEX FDSVTVVALUE ETF$941,0224,318SHNone
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$913,34131,034SHNone
NVIDIA CORPORATIONNVDACOM$891,1544,454SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$868,4941,163SHNone
MICROSOFT CORPMSFTCOM$786,4532,108SHNone
JOHNSON & JOHNSONJNJCOM$775,1163,052SHNone
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$770,1436,173SHNone
UNITEDHEALTH GROUP INCUNHCOM$756,4471,820SHNone
ISHARES TRIWPRUS MD CP GR ETF$734,3935,016SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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