Long-term investor
Foundations Investment Advisors, LLC @foundationsinvestmentadv
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001743404).
Record
- Tracked since 2025-06-30 (431 days), 122 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months +7.2% · 1 year +14.8% · all +14.8%
- Max drawdown -2.2% · Sharpe 0.84 · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 3.8% · long · since 2025-06-30
- 464287309 · 3.4% · long · since 2025-06-30
- 464287408 · 2.9% · long · since 2025-06-30
- 464287523 · 2.4% · long · since 2025-06-30
- 46434V613 · 2.4% · long · since 2025-06-30
- 09290C103 · 2.1% · long · since 2025-06-30
- 44053A424 · 2.0% · long · since 2026-06-30
- NVDA · 1.9% · long · since 2025-06-30
- 81369Y852 · 1.8% · long · since 2025-06-30
- AAPL · 1.4% · long · since 2025-06-30
- 09290C764 · 1.3% · long · since 2026-03-31
- 46432F396 · 1.2% · long · since 2025-06-30
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