Portfolio (Quarterly) Guide ↗

Foundation Wealth Management, LLC\PA

· CIK 0002011000

13F Portfolio $331M AUM 105 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 16 New 38 Added 34 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	ASTRAZENECA PLC	—	38,411	$3.5M	1.28%	SOLD
2	IAU	ISHARES GOLD TR	Financial Services	2,812	$228K	0.08%	SOLD
3	BX	BLACKSTONE INC	Financial Services	1,450	$224K	0.08%	SOLD
4	BND	VANGUARD BD INDEX FDS	—	2,999	$222K	0.08%	SOLD

Sector Allocation

Healthcare 32.4%

Technology 27.5%

Financial Services 20.2%

Industrials 4.4%

Communication Services 3.6%

Consumer Defensive 3.5%

Consumer Cyclical 3.2%

Energy 2.2%

Basic Materials 1.9%

Utilities 1.1%