FOUNDATION WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRTA | 19K | $186.97K |
 | AAPL | 14K | $3.50M |
 | BRK-B | 6K | $2.95M |
 | GOOGL | 6K | $1.63M |
 | DIS | 5K | $479.02K |
 | PLTR | 5K | $661.19K |
 | MSFT | 3K | $1.05M |
 | AON | 3K | $855.59K |
 | GOOG | 3K | $729.74K |
 | NVDA | 2K | $340.27K |
 | JPM | 2K | $557.63K |
 | GRMN | 1K | $257.07K |
 | IBM | 865 | $209.31K |
 | COST | 593 | $591.20K |
 | AZO | 70 | $236.44K |
Prothena Corporation plc
PRTA
Shares Held
19K
Value
$186.97K
Apple Inc.
AAPL
Shares Held
14K
Value
$3.50M
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$2.95M
Alphabet Inc.
GOOGL
Shares Held
6K
Value
$1.63M
The Walt Disney Company
DIS
Shares Held
5K
Value
$479.02K
Palantir Technologies Inc.
PLTR
Shares Held
5K
Value
$661.19K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.05M
Aon plc
AON
Shares Held
3K
Value
$855.59K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$729.74K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$340.27K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$557.63K
Garmin Ltd.
GRMN
Shares Held
1K
Value
$257.07K
International Business Machines Corporation
IBM
Shares Held
865
Value
$209.31K
Costco Wholesale Corporation
COST
Shares Held
593
Value
$591.20K
AutoZone, Inc.
AZO
Shares Held
70
Value
$236.44K