Foundation Wealth Management, LLC\PA - Portfolio overview

Foundation Wealth Management, LLC\PA has 95 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 12.05%
2. VCIT - VANGUARD SCOTTSDALE FDS, 10.43%
3. VCSH - VANGUARD SCOTTSDALE FDS, 6.28%

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

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