Foundation Wealth Management, LLC\PA
Foundation Wealth Management, LLC\PA reported 98 holdings worth US$300M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Foundation Wealth Management, LLC\PA reported 98 holdings worth US$300M as of Sep 30, 2026. Largest: Apple Inc, Visa Inc. and Microsoft Corp. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 98
- Value as reported
- US$300M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 7,624 | US$2.54M | 0.85% |
| Visa Inc. | 5,150 | US$1.85M | 0.62% |
| Microsoft Corp. | 2,227 | US$1.14M | 0.38% |
| Nvidia Corporation | 4,795 | US$1.1M | 0.37% |
| Merck & Company, Inc. | 5,650 | US$821K | 0.27% |
| Johnson & Johnson | 3,071 | US$813K | 0.27% |
| Jp Morgan Chase & Co. | 2,084 | US$690K | 0.23% |
| Unitedhealth Group Incorporated | 1,835 | US$674K | 0.22% |
| Cisco Systems, Inc. | 4,723 | US$508K | 0.17% |
| Arthur J. Gallagher & Co. | 2,169 | US$495K | 0.17% |
| Alphabet Inc (google) Class C | 1,392 | US$479K | 0.16% |
| Amazon.com, Inc. | 1,877 | US$468K | 0.16% |
| Procter & Gamble Company (the) | 2,761 | US$401K | 0.13% |
| Walmart Inc. | 3,340 | US$347K | 0.12% |
| W.w. Grainger, Inc. | 250 | US$311K | 0.10% |
| Micron Technology, Inc. | 285 | US$304K | 0.10% |
| Berkshire Hathaway Inc. | 606 | US$302K | 0.10% |
| Meta Platforms, Inc. | 415 | US$301K | 0.10% |
| Nucor Corporation | 1,252 | US$293K | 0.10% |
| Broadcom Inc. | 713 | US$250K | 0.08% |
| Abbvie Inc. | 948 | US$248K | 0.08% |
| Illinois Tool Works Inc. | 910 | US$234K | 0.08% |
| Constellation Energy Corporation | 857 | US$218K | 0.07% |
| Tmc The Metals Company Inc. | 20,000 | US$76,800 | 0.03% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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