Foundation Wealth Management, LLC
Foundation Wealth Management, LLC reported 51 holdings worth US$169M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Foundation Wealth Management, LLC reported 51 holdings worth US$169M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Berkshire Hathaway Inc. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 51
- Value as reported
- US$169M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 13,048 | US$3.78M | 2.2% |
| Alphabet Inc (google) Class C | 8,688 | US$3.11M | 1.8% |
| Berkshire Hathaway Inc. | 6,138 | US$3.07M | 1.8% |
| Micron Technology, Inc. | 1,000 | US$1.15M | 0.68% |
| Microsoft Corp. | 2,770 | US$1.03M | 0.61% |
| Ge Vernova Inc. | 546 | US$641K | 0.38% |
| Jp Morgan Chase & Co. | 1,823 | US$597K | 0.35% |
| Costco Wholesale Corporation | 594 | US$555K | 0.33% |
| Palantir Technologies Inc. | 4,620 | US$539K | 0.32% |
| Nvidia Corporation | 2,571 | US$515K | 0.30% |
| Walt Disney Company (the) | 4,970 | US$478K | 0.28% |
| Sandisk Corporation | 200 | US$455K | 0.27% |
| Advanced Micro Devices Inc | 707 | US$411K | 0.24% |
| Abbvie Inc. | 1,124 | US$283K | 0.17% |
| Datadog, Inc. | 1,000 | US$260K | 0.15% |
| International Business Machines Corporation | 829 | US$233K | 0.14% |
| Autozone, Inc. | 70 | US$224K | 0.13% |
| Meta Platforms, Inc. | 382 | US$216K | 0.13% |