Foundation-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "VONG",
  "GOOGL",
  "PRTA",
  null,
  "META",
  null,
  "IVW",
  null,
  null,
  "IWS",
  null,
  null,
  "MSFT",
  "EFG",
  "EEM",
  "IJK",
  "IYR",
  "AAPL",
  "NVDA",
  "PLTR",
  "IEFA",
  "IWO",
  "IWN",
  "IWP",
  "AMZN",
  "IVE",
  null,
  "VUG",
  "GRMN",
  null,
  "AZO",
  "BRK-B",
  "COST",
  "IJJ",
  "DIS",
  "GOOG",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 44
Total Value: 127666383
Accession Number: 0001172661-25-001527
Form Type: 13F-HR
CIK: foundation-wealth-management
Manager Name: Foundation-Wealth-Management

Data Enrichment

68% identified

30 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

44 positions • $127.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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46432F842

IEFA|46432F842

Shares:3.0K

Value:$230.5K

% of Portfolio:0.2% ($230.5K/$127.7M)

AMAZON COM INC

AMZN|023135106

Shares:1.2K

Value:$220.5K

% of Portfolio:0.2% ($220.5K/$127.7M)

464287473

IWS|464287473

Shares:1.7K

Value:$209.2K

% of Portfolio:0.2% ($209.2K/$127.7M)

Meta Platforms, Inc.

META|30303M102

Shares:352

Value:$202.6K

% of Portfolio:0.2% ($202.6K/$127.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEFAcusip46432F842)	3.0K	QoQ 0.00% (+0) YoY NEW(+3.0K)	All Managers (Combined)	$230.5K	0.2% ($230.5K/$127.7M)	QoQ +7.64% (+$16.4K) YoY NEW(+$230.5K)
AMAZON COM INC(AMZNcusip023135106)	1.2K	QoQ -7.94% (-100) YoY -6.45% (-80)	All Managers (Combined)	$220.5K	0.2% ($220.5K/$127.7M)	QoQ -20.16% (-$55.7K) YoY -1.30% (-$2.9K)
(IWScusip464287473)	1.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$209.2K	0.2% ($209.2K/$127.7M)	QoQ -2.60% (-$5.6K) YoY +0.51% (+$1.1K)
Meta Platforms, Inc.(METAcusip30303M102)	352	QoQ +2.92% (+10) YoY NEW(+352)	All Managers (Combined)	$202.6K	0.2% ($202.6K/$127.7M)	QoQ +1.10% (+$2.2K) YoY NEW(+$202.6K)