Filer Snapshot

Foundation Wealth Management, LLC

CIK 0001966351. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

16

Latest Filing

04 May 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 04 May 2026 for CIK 0001966351.

View Source Filing
Business address
168 North Meramec Ave, Suite 100, Clayton, MO, 63105
Top securities (13F)
ISHARES TR, ISHARES TR, ISHARES TR, ISHARES TR, ISHARES TR, ISHARES TR, ISHARES BITCOIN TRUST ETF, ISHARES TR, APPLE INC, ISHARES TR, ISHARES TR, BERKSHIRE HATHAWAY INC DEL, ISHARES TR, ISHARES TR, ISHARES TR, ISHARES TR, ALPHABET INC, ISHARES TR, ISHARES TR, and MICROSOFT CORP
State of incorporation
MO
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Foundation Wealth Management, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $145.19M across 44 reported holdings for Q1 2026.
  • Largest parsed 13F holding: ISHARES TR at $38.46M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 44 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 04 May 2026

Latest update

What changed recently for Foundation Wealth Management, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

04 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 04 May 2026.

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Benchmark Context

Benchmark context for this company

Foundation Wealth Management, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Foundation Wealth Management, LLC has filed 16 SEC EDGAR filings since 21 Feb 2023. Common forms include 13F-HR, N-PX.

Foundation Wealth Management, LLC SEC filings Foundation Wealth Management, LLC 13F portfolio

Latest Filings

Recent SEC filings for Foundation Wealth Management, LLC with direct links to document and filing folders.

13F-HR File 028-23133

13F-HR filing

Filing date
04 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-23133

13F-HR filing

Filing date
27 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-23133

13F-HR filing

Filing date
28 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
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N-PX File 028-23133

N-PX filing

Filing date
23 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-23133

13F-HR filing

Filing date
23 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-23133

13F-HR filing

Filing date
22 Apr 2025
Reporting date
31 Mar 2025
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13F-HR File 028-23133

13F-HR filing

Filing date
07 Feb 2025
Reporting date
31 Dec 2024
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13F-HR File 028-23133

13F-HR filing

Filing date
29 Oct 2024
Reporting date
30 Sep 2024
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13F-HR File 028-23133

13F-HR filing

Filing date
13 Aug 2024
Reporting date
30 Jun 2024
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N-PX File 028-23133

N-PX filing

Filing date
26 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-23133

13F-HR filing

Filing date
08 May 2024
Reporting date
31 Mar 2024
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13F-HR File 028-23133

13F-HR filing

Filing date
24 Jan 2024
Reporting date
31 Dec 2023
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13F-HR File 028-23133

13F-HR filing

Filing date
31 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-23133

13F-HR filing

Filing date
28 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-23133

13F-HR filing

Filing date
18 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-23133

13F-HR filing

Filing date
21 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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About this filer

Foundation Wealth Management, LLC files with the SEC under CIK 0001966351. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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