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Home > Institutional Investor > Foundation Wealth Management, Llc > Profile

Instuitional Investor - Foundation Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Foundation Wealth Management, Llc
Portfolio Value $127,666,383
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 359,205 $33,345,103 26.12%
2.
Ishares Trust
 IEF 174,724 $33,298,237 26.08%
3.
Ishares Trust
 IEF 38,900 $4,657,496 3.65%
4.
Ishares Trust
 IEF 16,403 $4,190,395 3.28%
5.
Ishares Bitcoin Trust Etf
 82,924 $3,881,734 3.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)