Sign In
test

Marc J. Pugsley

Foundations Investment Advisors, Llc

Assets Managed
$8.071B
Holdings
1153
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
5.79%(2Q avg: 8.33%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Foundations Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1153 positions.

Assets under management

The assets under management (AUM) of Foundations Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 8.071B in assets, with a quarterly growth rate of 5.79% and a 2-quarter average growth rate of 8.33%. The portfolio is managed by Marc J. Pugsley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 12.04%
3.2%
$257.528M
2.277M shares@ $113.11 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 10.99%
2.91%
$234.725M
1.112M shares@ $211.15 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 12.32%
2.17%
$174.443M
3.777M shares@ $46.2 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -16.71%
1.95%
$156.681M
2.693M shares@ $58.19 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 181.55%
1.86%
$149.343M
228,629 shares@ $653.21 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 9.22%
1.82%
$146.84M
841,973 shares@ $174.4 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 8.55%
1.81%
$145.7M
1.96M shares@ $74.36 avg price
XLC
Comm Serv Select Sector Spdr
Recent Activity
Increased 7.66%
1.74%
$140.142M
1.264M shares@ $110.86 avg price
SOXX
Ishares Semiconductor Etf
Recent Activity
Increased 2.49%
1.7%
$136.786M
416,193 shares@ $328.67 avg price
AEMS
Anfield Enhanced Market Etf
Recent Activity
Increased 8.05%
1.55%
$124.862M
12.46M shares@ $10.03 avg price

1-10 of 1153