SEC Form 13F · Q2 2026

Foundation Wealth Management, LLC

Institutional Holdings Report

13F-HRMO
$169.1M
Portfolio Value
51
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Foundation Wealth Management, LLC
CIK
1966351
Accession No.
0001172661-26-002946
Location
Clayton, MO
Form Type
13F-HR
Portfolio Value
$169.1M
Holdings Reported
51
Reporting Period
Q2 2026
Filed
July 30, 2026

About this Filing

Foundation Wealth Management, LLC is an institutional investment manager based in Clayton, MO reporting approximately $169.1M in 13(f) securities across 51 positions as of Q2 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.