FOUNDATION WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRTA | 19K | $190.04K |
 | AAPL | 15K | $3.84M |
 | BRK-B | 6K | $3.10M |
 | GOOGL | 6K | $1.49M |
 | DIS | 5K | $568.46K |
 | PLTR | 5K | $824.54K |
 | MO | 4K | $237.49K |
 | GOOG | 3K | $846.10K |
 | MSFT | 3K | $1.78M |
 | NVDA | 3K | $536.48K |
 | AON | 3K | $941.02K |
 | JPM | 2K | $639.43K |
 | GRMN | 1K | $346.68K |
 | AMZN | 1K | $239.11K |
 | ABBV | 903 | $209.15K |
 | IBM | 865 | $243.65K |
 | COST | 699 | $646.65K |
 | META | 299 | $219.59K |
 | AZO | 100 | $429.02K |
Prothena Corporation plc
PRTA
Shares Held
19K
Value
$190.04K
Apple Inc.
AAPL
Shares Held
15K
Value
$3.84M
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$3.10M
Alphabet Inc.
GOOGL
Shares Held
6K
Value
$1.49M
The Walt Disney Company
DIS
Shares Held
5K
Value
$568.46K
Palantir Technologies Inc.
PLTR
Shares Held
5K
Value
$824.54K
Altria Group, Inc.
MO
Shares Held
4K
Value
$237.49K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$846.10K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.78M
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$536.48K
Aon plc
AON
Shares Held
3K
Value
$941.02K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$639.43K
Garmin Ltd.
GRMN
Shares Held
1K
Value
$346.68K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$239.11K
AbbVie Inc.
ABBV
Shares Held
903
Value
$209.15K
International Business Machines Corporation
IBM
Shares Held
865
Value
$243.65K
Costco Wholesale Corporation
COST
Shares Held
699
Value
$646.65K
Meta Platforms, Inc.
META
Shares Held
299
Value
$219.59K
AutoZone, Inc.
AZO
Shares Held
100
Value
$429.02K