SEC Form 13F · Q3 2026

Foundation Wealth Management, LLC\PA

Institutional Holdings Report

13F-HRPA
$299.7M
Portfolio Value
98
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
Foundation Wealth Management, LLC\PA
CIK
2011000
Accession No.
0001754960-26-000872
Location
MEDIA, PA
Form Type
13F-HR
Portfolio Value
$299.7M
Holdings Reported
98
Reporting Period
Q3 2026
Filed
October 14, 2026

About this Filing

Foundation Wealth Management, LLC\PA is an institutional investment manager based in MEDIA, PA reporting approximately $299.7M in 13(f) securities across 98 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.