FOUNDATIONS INVESTMENT ADVISORS, LLC - Portfolio Stock Holdings
FOUNDATIONS INVESTMENT ADVISORS, LLC disclosed 1260 stock positions in a recent SEC 13F filing. $7,939,318,195 of stock holdings were filed, with the largest holdings including IVW, IVE, and IUSB. This filing represented positions held on March 31, 2026, and was filed on May 11, 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:
March 31, 2026No. of Stocks:
1260Est. Stock Holding Value:
$7,939,318,195Top 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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