Holdings
Foundation Wealth Management, LLC\PA
As of Sep 30, 2026, Foundation Wealth Management, LLC\PA reported 24 positions worth US$14.9M. Largest: Apple Inc, Visa Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 7,624 | US$2.54M | +135 | Sep 30, 2026 |
| Visa Inc. | 5,150 | US$1.85M | +33 | Sep 30, 2026 |
| Microsoft Corp. | 2,227 | US$1.14M | +119 | Sep 30, 2026 |
| Nvidia Corporation | 4,795 | US$1.1M | +341 | Sep 30, 2026 |
| Merck & Company, Inc. | 5,650 | US$821K | +54 | Sep 30, 2026 |
| Johnson & Johnson | 3,071 | US$813K | +19 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 2,084 | US$690K | +7 | Sep 30, 2026 |
| Unitedhealth Group Incorporated | 1,835 | US$674K | +15 | Sep 30, 2026 |
| Cisco Systems, Inc. | 4,723 | US$508K | +65 | Sep 30, 2026 |
| Arthur J. Gallagher & Co. | 2,169 | US$495K | +4 | Sep 30, 2026 |