Long-term investor
Foundation Wealth Management, LLC @foundationwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001966351).
Record
- Tracked since 2025-06-30 (448 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days +12.1% · 6 months n/a · 1 year +18.1% · all +18.1%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287309 · 27.4% · long · since 2025-06-30
- 464287408 · 24.8% · long · since 2025-06-30
- 464287705 · 5.0% · long · since 2025-06-30
- 464287630 · 4.6% · long · since 2025-06-30
- 464287648 · 4.1% · long · since 2025-06-30
- 464287234 · 2.3% · long · since 2025-06-30
- 464288273 · 2.2% · long · since 2025-06-30
- AAPL · 2.2% · long · since 2025-06-30
- 464288877 · 2.2% · long · since 2025-06-30
- 46435GAA0 · 2.2% · long · since 2025-06-30
- IBIT · 2.1% · long · since 2025-06-30
- 46435UAA9 · 2.0% · long · since 2025-06-30