Foundation Wealth Management, LLC\PA: 13F holdings
CIK 20110002026Q2
| Positions | 105 |
|---|---|
| Reported value | $331.3m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 113,838 | $42.1m | 12.7% |
| VCIT VANGUARD SCOTTSDALE FDS | 377,159 | $31.2m | 9.4% |
| VCSH VANGUARD SCOTTSDALE FDS | 247,930 | $19.6m | 5.9% |
| DIMENSIONAL ETF TRUST | 502,590 | $19.5m | 5.9% |
| IVV ISHARES TR | 23,813 | $17.8m | 5.4% |
| DIMENSIONAL ETF TRUST | 417,293 | $17.4m | 5.3% |
| DFEM DIMENSIONAL ETF TRUST | 378,142 | $15.4m | 4.6% |
| VEA VANGUARD TAX-MANAGED FDS | 186,479 | $13.3m | 4.0% |
| DIMENSIONAL ETF TRUST | 274,292 | $12.2m | 3.7% |
| SCHR SCHWAB STRATEGIC TR | 484,135 | $11.9m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011000")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.