Long-term investor
Foundation Wealth Management, LLC\Pa @foundationwealthmanagemeau1r
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011000).
Record
- Tracked since 2025-06-30 (458 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +6.2% · 1 year +6.6% · all +6.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 12.7% · long · since 2025-06-30
- 92206C870 · 9.4% · long · since 2025-06-30
- 92206C409 · 5.9% · long · since 2025-06-30
- 25434V815 · 5.9% · long · since 2025-06-30
- 464287200 · 5.4% · long · since 2025-06-30
- 25434V831 · 5.3% · long · since 2025-06-30
- 25434V732 · 4.6% · long · since 2025-06-30
- 921943858 · 4.0% · long · since 2025-06-30
- 25434V708 · 3.7% · long · since 2025-06-30
- 808524854 · 3.6% · long · since 2025-06-30
- 464287465 · 2.8% · long · since 2025-06-30
- 921937827 · 2.2% · long · since 2025-06-30