Foundations Investment Advisors, LLC
Foundations Investment Advisors, LLC is a registered investment adviser headquartered in Phoenix, Arizona. Founded in 2018, the firm provides financial advisory and investment management services primarily to independent financial advisors, offering them structure, tools, and institutional-level solutions. As of 2025, the firm employs about 284 people and supports advisory practices with advanced investment solutions and operational resources to help advisors turn client goals into measurable outcomes.
Investment Strategy
The firm delivers high-impact financial strategies focused on supporting independent advisors in implementing effective, streamlined investment solutions for their clients. Their strategy emphasizes institutional stability, risk-managed portfolios, and advanced allocation models designed to provide confidence and measurable results at every stage of the client lifecycle. Foundations leverages a structured approach and modern investment tools to create tailored portfolios aimed at growth, preservation, and income generation in alignment with client objectives.
Top Holdings
Equity Positions (889)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 3.18% | $201.4M | 1,829,233 | $84.87 | $110.10 | +$51.4M |
S SPY | SPDR S&P 500 ETF TR | 2.84% | $180.1M | 291,477 | $481.47 | $617.85 | +$33.4M |
Q QUAL | ISHARES TR | 2.46% | $156.1M | 853,617 | $153.02 | $182.82 | +$27.7M |
I IUSB | ISHARES TR | 2.43% | $153.8M | 3,325,866 | $46.67 | $46.23 | +$13.9M |
D DYNF | BLACKROCK ETF TRUST | 2.14% | $135.8M | 2,493,174 | $45.89 | $54.46 | +$28.6M |