Foundation Wealth Management, LLC ETF holdings
Media, PA
Reported $313.1M in 76 ETFs in its Form 13F for June 30, 2026.
ETF value
$313.1M
ETFs held
76
Change from prior quarter
+15.3%
With price moves
ETFs as a share of its 13F
94.5%
of $331.3M
Top 10 of 76 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $42.1M | 113,838 | +6,979 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $31.2M | 377,159 | +18,728 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $19.6M | 247,930 | +22,612 shares |
| DFSV | Dimensional US Small Cap Value ETF | $19.5M | 502,590 | +39,152 shares |
| IVV | iShares Core S&P 500 ETF | $17.8M | 23,813 | +3,808 shares |
| DUHP | Dimensional US High Profitability ETF | $17.4M | 417,293 | +38,193 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $15.4M | 378,142 | +23,517 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $13.3M | 186,479 | +19,175 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $12.2M | 274,292 | −1,658 shares |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $11.9M | 484,135 | +25,511 shares |
66 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002011000. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Foundation Wealth Management, LLC own?
Foundation Wealth Management, LLC reported 76 ETF positions worth $313.1M in its Form 13F for June 30, 2026. The largest was VTI, at $42.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.