Foundation Wealth Management, Llc\paETFConcentrated trader

CIK: 0002011000 | MEDIA, PA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	98	$299.7M	2026-10-14	SEC ↗
Q2 2026	13F-HR	105	$331.3M	2026-07-22	SEC ↗
Q1 2026	13F-HR	91	$283.5M	2026-04-22	SEC ↗
Q4 2025	13F-HR	93	$275.6M	2026-01-15	SEC ↗
Q3 2025	13F-HR	94	$258.2M	2025-10-21	SEC ↗
Q2 2025	13F-HR	94	$231.2M	2025-08-11	SEC ↗
Q1 2025	13F-HR	88	$210.1M	2025-04-23	SEC ↗
Q4 2024	13F-HR	89	$206.3M	2025-02-12	SEC ↗