Holdings
Foundation Wealth Management, LLC
As of Jun 30, 2026, Foundation Wealth Management, LLC reported 18 positions worth US$17.5M. Largest: Apple Inc, Alphabet Inc (google) Class C and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 13,048 | US$3.78M | −762 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 8,688 | US$3.11M | +465 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 6,138 | US$3.07M | −10 | Jun 30, 2026 |
| Micron Technology, Inc. | 1,000 | US$1.15M | new | Jun 30, 2026 |
| Microsoft Corp. | 2,770 | US$1.03M | −63 | Jun 30, 2026 |
| Ge Vernova Inc. | 546 | US$641K | new | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,823 | US$597K | −73 | Jun 30, 2026 |
| Costco Wholesale Corporation | 594 | US$555K | +1 | Jun 30, 2026 |
| Palantir Technologies Inc. | 4,620 | US$539K | +100 | Jun 30, 2026 |
| Nvidia Corporation | 2,571 | US$515K | +620 | Jun 30, 2026 |