SEC Form 13F

Foundation Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$169,083,469
Positions51

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVWS&P 500 GRWT ETF$46,342,665336,974
ISHARES TRIVES&P 500 VAL ETF$41,868,202184,393
ISHARES TRIJJS&P MC 400VL ETF$8,396,00356,830
ISHARES TRIWNRUS 2000 VAL ETF$7,825,77435,378
ISHARES TRIWORUS 2000 GRW ETF$6,956,11317,660
ISHARES TREEMMSCI EMG MKT ETF$3,855,68856,362
ISHARES TRSCZEAFE SML CP ETF$3,792,13746,093
APPLE INCAAPLCOM$3,775,54613,048
ISHARES TREFVEAFE VALUE ETF$3,736,44348,810
ISHARES TRIBDRIBONDS DEC2026$3,671,198151,521

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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