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Home > Institutional Investor > Foundation Wealth Management, Llc > 13F Holdings

Instuitional Investor - Foundation Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 182,167 $38,463,690 25.98%
2.
Ishares Trust
 IEF 338,159 $38,248,709 25.84%
3.
Ishares Trust
 IEF 53,429 $7,079,490 4.78%
4.
Ishares Trust
 IEF 36,972 $7,009,638 4.74%
5.
Ishares Trust
 IEF 18,106 $5,681,308 3.84%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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