FOUNDATIONS INVESTMENT ADVISORS, LLC - Portfolio overview

FOUNDATIONS INVESTMENT ADVISORS, LLC has 1300 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DYNF - BLACKROCK ETF TRUST, 3.87%
2. EFV - ISHARES TR, 3.59%
3. AEMS - TWO RDS SHARED TR, 3.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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