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Hannah Rae Leone

Foundation Wealth Management, Llc

Assets Managed
$148.023M
Holdings
44
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
-2.57%(2Q avg: -2.73%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Foundation Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of Foundation Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 148.023M in assets, with a quarterly growth rate of -2.57% and a 2-quarter average growth rate of -2.73%. The portfolio is managed by Hannah Rae Leone, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 0.36%
25.99%
$38.464M
182,167 shares@ $211.15 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 0.54%
25.84%
$38.249M
338,159 shares@ $113.11 avg price
IJJ
Ishares S&p Mid-cap 400 Valu
Recent Activity
Increased 11.89%
4.79%
$7.079M
53,429 shares@ $132.51 avg price
IWN
Ishares Russell 2000 Value E
Recent Activity
Decreased -0.94%
4.74%
$7.01M
36,972 shares@ $189.6 avg price
IWO
Ishares Russell 2000 Growth
Recent Activity
Decreased -1.8%
3.84%
$5.681M
18,106 shares@ $313.79 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Decreased -2.7%
2.65%
$3.922M
52,753 shares@ $74.36 avg price
IBIT
Ishares Bitcoin Trust Etf
Recent Activity
Increased 28.42%
2.53%
$3.731M
97,118 shares@ $38.42 avg price
IBDR
Ishares Ibonds Dec 2026 Term
Recent Activity
Decreased -0.85%
2.51%
$3.702M
152,729 shares@ $24.24 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.86%
2.37%
$3.505M
13,810 shares@ $253.8 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Decreased -2.86%
2.3%
$3.401M
59,883 shares@ $56.8 avg price

1-10 of 44