SEC Form 13F

Foundation Wealth Management, LLC\PA 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$331,341,265
Positions105

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$42,124,662113,838
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$31,172,152377,159
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$19,593,873247,930
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$19,495,461502,590
ISHARES TRIVVCORE S&P500 ETF$17,833,56823,813
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$17,413,653417,293
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$15,367,678378,142
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$13,286,619186,479
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$12,167,595274,292
SCHWAB STRATEGIC TRSCHRINT-TRM U.S TRES$11,938,761484,135

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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