Portfolio (Quarterly) Guide ↗

Foundation Wealth Management, LLC\PA

· CIK 0002011000

13F Portfolio $276M AUM 93 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 15 Added 44 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AWI	ARMSTRONG WORLD INDS INC NEW	Industrials	1,134	$222K	0.09%	SOLD
2	BNDX	VANGUARD CHARLOTTE FDS	—	4,215	$208K	0.08%	SOLD

Sector Allocation

Technology 31.6%

Financial Services 24.6%

Healthcare 18.6%

Consumer Defensive 6.1%

Communication Services 5.5%

Consumer Cyclical 3.6%

Energy 3.4%

Utilities 3.1%

Industrials 2.3%

Basic Materials 1.3%