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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 $143,557,357
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 363,453 $40,014,991 27.87%
2.
Ishares Trust
 IEF 177,796 $34,744,535 24.2%
3.
Ishares Trust
 IEF 48,611 $6,007,597 4.18%
4.
Ishares Trust
 IEF 20,000 $5,716,313 3.98%
5.
Ishares Bitcoin Trust Etf
 88,910 $5,442,278 3.79%
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)