SEC Form 13F · Q1 2026

Foundation Wealth Management, LLC

Institutional Holdings Report

13F-HRMO
$148.0M
Portfolio Value
44
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Foundation Wealth Management, LLC
CIK
1966351
Accession No.
0001172661-26-001593
Location
Clayton, MO
Form Type
13F-HR
Portfolio Value
$148.0M
Holdings Reported
44
Reporting Period
Q1 2026
Filed
May 4, 2026

About this Filing

Foundation Wealth Management, LLC is an institutional investment manager based in Clayton, MO reporting approximately $148.0M in 13(f) securities across 44 positions as of Q1 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.