Foundation Wealth Management, LLC ETF holdings
Clayton, MO
Reported $143.4M in 27 ETFs in its Form 13F for June 30, 2026.
ETF value
$143.4M
ETFs held
27
Change from prior quarter
+7.2%
With price moves
ETFs as a share of its 13F
84.8%
of $169.1M
Top 10 of 27 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVW | iShares S&P 500 Growth ETF | $46.3M | 336,974 | −1,185 shares |
| IVE | iShares S&P 500 Value ETF | $41.9M | 184,393 | +2,226 shares |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | $8.4M | 56,830 | +3,401 shares |
| IWN | iShares Russell 2000 Value ETF | $7.8M | 35,378 | −1,594 shares |
| IWO | iShares Russell 2000 Growth ETF | $7.0M | 17,660 | −446 shares |
| EEM | iShares MSCI Emerging Markets ETF | $3.9M | 56,362 | −3,521 shares |
| SCZ | iShares MSCI EAFE Small-Cap ETF | $3.8M | 46,093 | +9,978 shares |
| EFV | iShares MSCI EAFE Value ETF | $3.7M | 48,810 | −3,943 shares |
| IBIT | iShares Bitcoin Trust ETF | $3.6M | 108,535 | +11,417 shares |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | $2.9M | 24,932 | +417 shares |
17 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) 0001966351. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Foundation Wealth Management, LLC own?
Foundation Wealth Management, LLC reported 27 ETF positions worth $143.4M in its Form 13F for June 30, 2026. The largest was IVW, at $46.3M.
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.