Portfolio (Quarterly) Guide ↗

Foundation Wealth Management, LLC

· CIK 0001966351

13F Portfolio $148M AUM 44 positions Filed May 4, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 10 Added 18 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ABBV	ABBVIE INC	Healthcare	909	$208K	0.14%	SOLD

Sector Allocation

Financial Services 40.0%

Technology 36.6%

Communication Services 17.3%

Consumer Defensive 3.6%

Consumer Cyclical 1.4%

Healthcare 1.1%