SEC Form 13F · Q1 2026

Foundation Wealth Management, LLC\PA

Institutional Holdings Report

13F-HRPA
$283.5M
Portfolio Value
91
Holdings
Q1 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
Foundation Wealth Management, LLC\PA
CIK
2011000
Accession No.
0001754960-26-000300
Location
MEDIA, PA
Form Type
13F-HR
Portfolio Value
$283.5M
Holdings Reported
91
Reporting Period
Q1 2026
Filed
April 22, 2026

About this Filing

Foundation Wealth Management, LLC\PA is an institutional investment manager based in MEDIA, PA reporting approximately $283.5M in 13(f) securities across 91 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.