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Foundation Wealth Management, Llc\pa

CIK:0002011000
Investment Adviser
$0 AUM
94 holdings
Media, PA, US
Founded:2003
2 employees
myfoundationwealth.com
Latest filing:Sep 30, 2025

Foundation Wealth Management, LLC is a boutique, fee-only investment advisory firm headquartered in Media, Pennsylvania, founded in 2003. The firm primarily serves individuals, families, small businesses, and institutional clients such as pension and profit sharing plans. Known for its client-focused approach, Foundation Wealth Management delivers comprehensive financial planning, portfolio management, and retirement consulting services. It adopts a transparent, flat-fee structure to avoid conflicts of interest, with an emphasis on simplicity, low-cost portfolios, and holistic financial advice. The team offers educational programming and market insights, and typically works with clients having portfolios of $1 million or more. The firm is led by experienced financial professionals and is registered to serve clients in multiple states.

Investment Strategy

Foundation Wealth Management, LLC espouses a philosophy of simplicity and transparency in its investment approach, focusing on no-load mutual funds, low-cost, tax-efficient portfolios, and clear financial planning. The firm helps clients grow their entire net worth with strategies that also emphasize debt elimination and responsible cash flow planning. By not charging fees based on assets under management but rather a flat annual fee, the firm avoids conflicts of interest and prioritizes the client's long-term financial success. Investment recommendations are customized to each client's goals, risk tolerance, and overall financial situation, ensuring portfolios are thoughtfully constructed and maintained for lasting value.

Latest 13F Filing Activity

Foundation Wealth Management, Llc\pa filed their most recent 13F report on Sep 30, 2025 disclosing 94 equity positions with a total 13F market value of $258M. The fund increased holdings in Vanguard Scottsdale FDS, Vanguard Index FDS, Vanguard Scottsdale FDS among other positions. Foundation Wealth Management, Llc\pa reduced exposure to Vanguard Index FDS, Vanguard Malvern FDS, Ishares TR among others.

Top Buys
V
VCITVANGUARD SCOTTSDALE FDS
+$6.4M
V
VTIVANGUARD INDEX FDS
+$6.2M
V
VCSHVANGUARD SCOTTSDALE FDS
+$3.7M
D
DFSVDIMENSIONAL ETF TRUST
+$3.0M
D
DUHPDIMENSIONAL ETF TRUST
+$2.9M
Top Sells
V
VNQVANGUARD INDEX FDS
-$2.7M
V
VTIPVANGUARD MALVERN FDS
-$2.5M
T
TIPISHARES TR
-$534.1K
D
DFICDIMENSIONAL ETF TRUST
-$508.9K
S
SCZISHARES TR
-$468.9K

Top Holdings

V
VTIVANGUARD INDEX FDS
+9.9%$25.6M
V
VCITVANGUARD SCOTTSDALE FDS
+8.1%$20.9M
I
IVVISHARES TR
+5.3%$13.6M
V
VCSHVANGUARD SCOTTSDALE FDS
+5.1%$13.3M
D
DFACDIMENSIONAL ETF TRUST
+4.9%$12.6M

Equity Positions (94)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VTI
VANGUARD INDEX FDS9.90%$25.6M77,866$296.90$328.17+$6.2M
V
VCIT
VANGUARD SCOTTSDALE FDS8.11%$20.9M248,946$81.71$84.11+$6.4M
I
IVV
ISHARES TR5.28%$13.6M20,361$588.68$669.30+$802.0K
V
VCSH
VANGUARD SCOTTSDALE FDS5.14%$13.3M165,923$78.75$79.93+$3.7M
D
DFAC
DIMENSIONAL ETF TRUST4.87%$12.6M325,976$34.59$38.57+$99.7K

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+1.5%
ELECTRONIC COMPUTERS
+0.5%
SEMICONDUCTORS & RELATED DEVICES
+0.4%
INSURANCE AGENTS, BROKERS & SERVICE
+0.3%
SERVICES-PREPACKAGED SOFTWARE
+0.3%
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