FOUNDATIONS INVESTMENT ADVISORS, LLC - Portfolio Stock Holdings
FOUNDATIONS INVESTMENT ADVISORS, LLC disclosed 1332 stock positions in a recent SEC 13F filing. $9,679,190,566 of stock holdings were filed, with the largest holdings including IVV, IVW, and IVE. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $10,097,715,159 and has 353 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1332Est. Stock Holding Value:
$9,679,190,566Top Stock Holdings By Sector
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Portfolio Stock Holdings - FOUNDATIONS INVESTMENT ADVISORS, LLC
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Portfolio Options Holdings - FOUNDATIONS INVESTMENT ADVISORS, LLC
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