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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
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
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: 0001754960-26-000577Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
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| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $42,124,662 | 113,838 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $31,172,152 | 377,159 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $19,593,873 | 247,930 | SH | None |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $19,495,461 | 502,590 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $17,833,568 | 23,813 | SH | None |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $17,413,653 | 417,293 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $15,367,678 | 378,142 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $13,286,619 | 186,479 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $12,167,595 | 274,292 | SH | None |
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $11,938,761 | 484,135 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $9,442,675 | 90,900 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $7,408,068 | 95,085 | SH | None |
| DIMENSIONAL ETF TRUST | DIHP | INTL HIGH PROFIT | $6,467,360 | 189,520 | SH | None |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $6,285,425 | 156,627 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $5,832,344 | 46,971 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $4,805,237 | 57,376 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $4,458,065 | 18,389 | SH | None |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $4,046,752 | 108,608 | SH | None |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $4,027,861 | 18,209 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $3,641,882 | 8,541 | SH | None |
| ASTRAZENECA PLC | AZN | ORD | $3,628,568 | 19,136 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $2,958,520 | 53,781 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $2,946,836 | 49,369 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $2,857,901 | 6,979 | SH | None |
| DIMENSIONAL ETF TRUST | DFSU | US SUSTAINABILTY | $2,824,183 | 60,566 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $2,628,180 | 8,747 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $2,565,581 | 42,204 | SH | None |
| ISHARES TR | SCZ | EAFE SML CP ETF | $2,554,401 | 31,049 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $2,493,388 | 16,812 | SH | None |
| SPDR SERIES TRUST | SLYV | ST STR SP600SM C | $2,209,587 | 20,251 | SH | None |
| APPLE INC | AAPL | COM | $2,166,901 | 7,489 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $2,156,056 | 45,153 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VSS | FTSE SMCAP ETF | $2,009,900 | 13,027 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $1,982,517 | 20,559 | SH | None |
| ISHARES TR | IWO | RUS 2000 GRW ETF | $1,885,626 | 4,786 | SH | None |
| VISA INC | V | COM CL A | $1,755,439 | 5,117 | SH | None |
| ISHARES TR | EFV | EAFE VALUE ETF | $1,587,890 | 20,743 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $1,575,789 | 22,543 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $1,276,584 | 23,632 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $1,273,385 | 34,565 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $1,020,406 | 20,315 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $941,022 | 4,318 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $913,341 | 31,034 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $891,154 | 4,454 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $868,494 | 1,163 | SH | None |
| MICROSOFT CORP | MSFT | COM | $786,453 | 2,108 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $775,116 | 3,052 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $770,143 | 6,173 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $756,447 | 1,820 | SH | None |
| ISHARES TR | IWP | RUS MD CP GR ETF | $734,393 | 5,016 | SH | None |
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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.