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Foundation Wealth Management, LLC

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13F filer, CIK 1966351, Clayton, MO

Foundation Wealth Management, LLC reported $148,022,800 across 44 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-04. Its ten largest share positions make up 77.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001593

Period
2026-03-31
Reported value
$148M
Holdings
44
Top 10 weight
77.52%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IBDRnew+152,729$3.7M
IBDSnew+136,758$3.32M
SCZadded+10,719$841K
IBITadded+21,489$826K
IJJadded+5,676$752K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IAUreduced-2,631-$232K
AAPLreduced-860-$218K
BTCreduced-7,117-$213K
ABBVexited-909-$208K
GOOGreduced-701-$201K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001593, largest first. % of portfolio is the value over $148,022,800, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,819 shares; 2024Q4: 173,218 shares; 2025Q1: 174,724 shares; 2025Q2: 177,796 shares; 2025Q3: 184,882 shares; 2025Q4: 181,515 shares; 2026Q1: 182,167 shares 182,167$38.5M25.98%+652Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371,180 shares; 2024Q4: 363,952 shares; 2025Q1: 359,205 shares; 2025Q2: 363,453 shares; 2025Q3: 353,823 shares; 2025Q4: 336,363 shares; 2026Q1: 338,159 shares 338,159$38.2M25.84%+1,796Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,483 shares; 2024Q4: 39,740 shares; 2025Q1: 38,900 shares; 2025Q2: 48,611 shares; 2025Q3: 49,113 shares; 2025Q4: 47,753 shares; 2026Q1: 53,429 shares 53,429$7.08M4.78%+5,676Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,547 shares; 2024Q4: 22,164 shares; 2025Q1: 22,269 shares; 2025Q2: 27,468 shares; 2025Q3: 38,271 shares; 2025Q4: 37,323 shares; 2026Q1: 36,972 shares 36,972$7.01M4.74%-351Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,480 shares; 2024Q4: 16,660 shares; 2025Q1: 16,403 shares; 2025Q2: 20,000 shares; 2025Q3: 19,140 shares; 2025Q4: 18,438 shares; 2026Q1: 18,106 shares 18,106$5.68M3.84%-332Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,712 shares; 2024Q4: 64,001 shares; 2025Q1: 62,121 shares; 2025Q2: 59,420 shares; 2025Q3: 57,215 shares; 2025Q4: 54,222 shares; 2026Q1: 52,753 shares 52,753$3.92M2.65%-1,469Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,146 shares; 2025Q1: 82,924 shares; 2025Q2: 88,910 shares; 2025Q3: 92,921 shares; 2025Q4: 75,629 shares; 2026Q1: 97,118 shares 97,118$3.73M2.52%+21,489Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,729 shares; 2024Q4: 155,386 shares; 2025Q1: 153,892 shares; 2025Q2: 153,744 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152,729 shares 152,729$3.7M2.5%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,378 shares; 2024Q4: 15,085 shares; 2025Q1: 15,088 shares; 2025Q2: 15,069 shares; 2025Q3: 15,069 shares; 2025Q4: 14,670 shares; 2026Q1: 13,810 shares 13,810$3.5M2.37%-860Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,565 shares; 2024Q4: 67,365 shares; 2025Q1: 68,097 shares; 2025Q2: 64,032 shares; 2025Q3: 63,426 shares; 2025Q4: 61,649 shares; 2026Q1: 59,883 shares 59,883$3.4M2.3%-1,766Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,981 shares; 2024Q4: 122,986 shares; 2025Q1: 124,738 shares; 2025Q2: 123,149 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,758 shares 136,758$3.32M2.24%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,249 shares; 2025Q1: 6,248 shares; 2025Q2: 6,189 shares; 2025Q3: 6,176 shares; 2025Q4: 6,146 shares; 2026Q1: 6,148 shares 6,148$2.95M1.99%+2Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,672 shares; 2024Q4: 28,590 shares; 2025Q1: 31,997 shares; 2025Q2: 26,991 shares; 2025Q3: 20,408 shares; 2025Q4: 25,396 shares; 2026Q1: 36,115 shares 36,115$2.83M1.91%+10,719Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,007 shares; 2024Q4: 26,029 shares; 2025Q1: 25,361 shares; 2025Q2: 24,672 shares; 2025Q3: 24,181 shares; 2025Q4: 23,116 shares; 2026Q1: 23,063 shares 23,063$2.57M1.74%-53Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,389 shares; 2024Q4: 19,402 shares; 2025Q1: 19,385 shares; 2025Q2: 21,971 shares; 2025Q3: 23,062 shares; 2025Q4: 22,699 shares; 2026Q1: 24,515 shares 24,515$2.47M1.67%+1,816Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,618 shares; 2024Q4: 59,016 shares; 2025Q1: 62,416 shares; 2025Q2: 62,435 shares; 2025Q3: 65,208 shares; 2025Q4: 72,357 shares; 2026Q1: 76,201 shares 76,201$1.93M1.3%+3,844Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,989 shares; 2024Q4: 24,413 shares; 2025Q1: 24,654 shares; 2025Q2: 29,433 shares; 2025Q3: 29,071 shares; 2025Q4: 27,845 shares; 2026Q1: 27,516 shares 27,516$1.78M1.2%-329Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 6,294 shares; 2025Q1: 6,138 shares; 2025Q2: 6,139 shares; 2025Q3: 6,140 shares; 2025Q4: 5,886 shares; 2026Q1: 5,686 shares 5,686$1.63M1.1%-200Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,983 shares; 2024Q4: 16,740 shares; 2025Q1: 16,755 shares; 2025Q2: 16,214 shares; 2025Q3: 16,238 shares; 2025Q4: 15,940 shares; 2026Q1: 15,980 shares 15,980$1.51M1.02%+40Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,539 shares; 2024Q4: 49,217 shares; 2025Q1: 49,573 shares; 2025Q2: 48,785 shares; 2025Q3: 49,608 shares; 2025Q4: 48,060 shares; 2026Q1: 48,253 shares 48,253$1.21M0.82%+193Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 3,925 shares; 2025Q1: 3,598 shares; 2025Q2: 3,684 shares; 2025Q3: 3,446 shares; 2025Q4: 3,351 shares; 2026Q1: 2,833 shares 2,833$1.05M0.71%-518Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,639 shares; 2025Q4: 2,644 shares; 2026Q1: 2,651 shares 2,651$856K0.58%+7Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,514 shares; 2026Q1: 26,397 shares 26,397$792K0.53%-7,117Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,758 shares; 2024Q4: 15,317 shares; 2025Q1: 16,244 shares; 2025Q2: 18,785 shares; 2025Q3: 22,178 shares; 2025Q4: 29,225 shares; 2026Q1: 34,706 shares 34,706$760K0.51%+5,481Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 3,703 shares; 2025Q1: 3,647 shares; 2025Q2: 3,649 shares; 2025Q3: 3,473 shares; 2025Q4: 3,245 shares; 2026Q1: 2,544 shares 2,544$730K0.49%-701Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,364 shares; 2024Q4: 14,893 shares; 2025Q1: 18,833 shares; 2025Q2: 19,504 shares; 2025Q3: 21,874 shares; 2025Q4: 27,893 shares; 2026Q1: 30,014 shares 30,014$698K0.47%+2,121Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,520 shares; 2025Q2: 4,520 shares; 2025Q3: 4,520 shares; 2025Q4: 4,520 shares; 2026Q1: 4,520 shares 4,520$661K0.45%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 734 shares; 2025Q2: 698 shares; 2025Q3: 699 shares; 2025Q4: 691 shares; 2026Q1: 593 shares 593$591K0.4%-98Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,028 shares; 2025Q4: 1,980 shares; 2026Q1: 1,896 shares 1,896$558K0.38%-84Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,347 shares; 2025Q1: 5,991 shares; 2025Q2: 5,841 shares; 2025Q3: 4,965 shares; 2025Q4: 4,963 shares; 2026Q1: 4,970 shares 4,970$479K0.32%+7Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,285 shares; 2026Q1: 17,684 shares 17,684$370K0.25%+3,399Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 832 shares; 2026Q1: 834 shares 834$364K0.25%+2Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,490 shares; 2025Q1: 4,490 shares; 2025Q2: 4,490 shares; 2025Q3: 4,075 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares 3,250$356K0.24%0Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,647 shares; 2024Q4: 6,647 shares; 2025Q1: 6,647 shares; 2025Q2: 6,647 shares; 2025Q3: 6,647 shares; 2025Q4: 6,647 shares; 2026Q1: 6,647 shares 6,647$351K0.24%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,226 shares; 2025Q1: 2,526 shares; 2025Q2: 4,305 shares; 2025Q3: 2,876 shares; 2025Q4: 3,027 shares; 2026Q1: 1,951 shares 1,951$340K0.23%-1,076Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,999 shares; 2024Q4: 6,031 shares; 2025Q1: 4,183 shares; 2025Q2: 5,877 shares; 2025Q3: 5,877 shares; 2025Q4: 5,876 shares; 2026Q1: 3,245 shares 3,245$286K0.19%-2,631Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,113 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares; 2026Q1: 1,108 shares 1,108$257K0.17%-300Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: 2,052 shares; 2025Q3: 2,052 shares; 2025Q4: 1,981 shares; 2026Q1: 1,981 shares 1,981$254K0.17%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 3,047 shares; 2025Q1: 3,047 shares; 2025Q2: 3,102 shares; 2025Q3: 2,636 shares; 2025Q4: 2,686 shares; 2026Q1: 2,687 shares 2,687$243K0.16%+1Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,661 shares; 2025Q1: 1,661 shares; 2025Q2: 1,661 shares; 2025Q3: 1,661 shares; 2025Q4: 1,659 shares; 2026Q1: 1,661 shares 1,661$242K0.16%+2Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 70 shares 70$236K0.16%-30Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,283 shares 8,283$209K0.14%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 865 shares; 2025Q4: 919 shares; 2026Q1: 865 shares 865$209K0.14%-54Timeline
PRTAPROTHENA CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,471 shares; 2025Q1: 19,471 shares; 2025Q2: 19,471 shares; 2025Q3: 19,471 shares; 2025Q4: not reported; 2026Q1: 19,236 shares 19,236$187K0.13%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IBDRISHARES TR154,048$3.73Mprincipal
IBDSISHARES TR134,721$3.27Mprincipal
ABBVABBVIE INC909$208Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-001593 base2026-05-04acceptance time not in the bulk data set