FOUNDATION WEALTH MANAGEMENT, LLC\PA
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AZN | 38K | $3.53M |
 | TMC | 20K | $123.40K |
 | MRK | 6K | $604.09K |
 | AAPL | 5K | $1.40M |
 | CSCO | 4K | $296.56K |
 | NVDA | 3K | $601.30K |
 | JNJ | 3K | $604.29K |
 | XOM | 3K | $330.93K |
 | PG | 3K | $373.40K |
 | AJG | 2K | $587.71K |
 | WMT | 2K | $218.92K |
 | UNH | 2K | $600.80K |
 | JPM | 2K | $558.20K |
 | AMZN | 2K | $349.92K |
 | BX | 1K | $223.50K |
 | MSFT | 1K | $514.65K |
 | GOOGL | 985 | $308.44K |
 | ITW | 898 | $221.18K |
 | CEG | 847 | $299.22K |
 | AVGO | 761 | $263.38K |
AstraZeneca PLC
AZN
Shares Held
38K
Value
$3.53M
TMC the metals company Inc.
TMC
Shares Held
20K
Value
$123.40K
Merck & Co., Inc.
MRK
Shares Held
6K
Value
$604.09K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.40M
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$296.56K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$601.30K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$604.29K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$330.93K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$373.40K
Arthur J. Gallagher & Co.
AJG
Shares Held
2K
Value
$587.71K
Walmart Inc.
WMT
Shares Held
2K
Value
$218.92K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$600.80K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$558.20K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$349.92K
Blackstone Inc.
BX
Shares Held
1K
Value
$223.50K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$514.65K
Alphabet Inc.
GOOGL
Shares Held
985
Value
$308.44K
Illinois Tool Works Inc.
ITW
Shares Held
898
Value
$221.18K
Constellation Energy Corporation
CEG
Shares Held
847
Value
$299.22K
Broadcom Inc.
AVGO
Shares Held
761
Value
$263.38K