Foundation Wealth Management, LLC\PA
Foundation Wealth Management, LLC\PA reported 105 holdings worth US$331M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Foundation Wealth Management, LLC\PA reported 105 holdings worth US$331M as of Jun 30, 2026. Largest: Apple Inc, Visa Inc. and Nvidia Corporation. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 105
- Value as reported
- US$331M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 7,489 | US$2.17M | 0.65% |
| Visa Inc. | 5,117 | US$1.76M | 0.53% |
| Nvidia Corporation | 4,454 | US$891K | 0.27% |
| Microsoft Corp. | 2,108 | US$786K | 0.24% |
| Johnson & Johnson | 3,052 | US$775K | 0.23% |
| Unitedhealth Group Incorporated | 1,820 | US$756K | 0.23% |
| Merck & Company, Inc. | 5,596 | US$719K | 0.22% |
| Jp Morgan Chase & Co. | 2,077 | US$680K | 0.21% |
| Cisco Systems, Inc. | 4,658 | US$547K | 0.17% |
| Arthur J. Gallagher & Co. | 2,165 | US$497K | 0.15% |
| Alphabet Inc (google) Class C | 1,282 | US$458K | 0.14% |
| Procter & Gamble Company (the) | 2,792 | US$409K | 0.12% |
| Exxon Mobil Corporation | 2,993 | US$409K | 0.12% |
| Amazon.com, Inc. | 1,701 | US$405K | 0.12% |
| W.w. Grainger, Inc. | 249 | US$339K | 0.10% |
| Micron Technology, Inc. | 258 | US$298K | 0.09% |
| Berkshire Hathaway Inc. | 574 | US$287K | 0.09% |
| Nucor Corporation | 1,238 | US$276K | 0.08% |
| Broadcom Inc. | 698 | US$264K | 0.08% |
| Walmart Inc. | 2,249 | US$255K | 0.08% |
| Illinois Tool Works Inc. | 908 | US$246K | 0.07% |
| Caterpillar, Inc. | 225 | US$239K | 0.07% |
| Abbvie Inc. | 925 | US$233K | 0.07% |
| Meta Platforms, Inc. | 375 | US$211K | 0.06% |
| Constellation Energy Corporation | 847 | US$210K | 0.06% |
| Home Depot, Inc. (the) | 568 | US$200K | 0.06% |
| Tmc The Metals Company Inc. | 20,000 | US$88,600 | 0.03% |
Source
View original at SEC
Related