Titelia

Holdings of Foundation Wealth Management, LLC

41 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 78.2 % of the equity sleeve

Sector breakdown

  • Funds 9.1 %
  • Technology 3.9 %
  • Financials 2.4 %
  • Communication 1.9 %
  • Consumer staples 0.4 %
  • Consumer discretionary 0.2 %
  • Unattributed 82.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US41146.7M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Trust 182,16738.5M $
2iShares Trust 338,15938.2M $
3iShares S&P Mid-Cap 400 Value ETF 53,4297.1M $
4iShares Russell 2000 Value ETF 36,9727M $
5iShares Russell 2000 Growth ETF 18,1065.7M $
6iShares Trust 52,7533.9M $
7iShares Bitcoin Trust ETF 97,1183.7M $
8iShares iBonds Dec 2026 Term C 152,7293.7M $
9Apple Inc 13,8103.5M $
10iShares MSCI Emerging Markets ETF 59,8833.4M $
11iShares iBonds Dec 2027 Term C 136,7583.3M $
12Berkshire Hathaway Inc 6,1482.9M $
13iShares MSCI EAFE Small-Cap ETF 36,1152.8M $
14iShares MSCI EAFE Growth ETF 23,0632.6M $
15iShares S&P Mid-Cap 400 Growth ETF 24,5152.5M $
16iShares iBonds Dec 2028 Term C 76,2011.9M $
17iShares Trust 27,5161.8M $
18Alphabet Inc 5,6861.6M $
19iShares U.S. Real Estate ETF 15,9801.5M $
20iShares Trust 48,2531.2M $
21Microsoft Corp 2,8331M $
22Grayscale Bitcoin Mini Trust E 26,397791.7K $
23iShares iBonds Dec 2030 Term C 34,706759.8K $
24Alphabet Inc 2,544729.7K $
25iShares iBonds Dec 2029 Term C 30,014698.1K $
26Palantir Technologies Inc 4,520661.2K $
27Costco Wholesale Corp 593591.2K $
28JPMorgan Chase & Co 1,896557.6K $
29Walt Disney Co/The 4,970479K $
30iShares iBonds Dec 2031 Term C 17,684370.1K $
31Vanguard Growth ETF 834363.8K $
32Vanguard Russell 1000 Growth ETF 3,250356.5K $
33Grayscale Bitcoin Trust ETF 6,647350.7K $
34NVIDIA Corp 1,951340.3K $
35Ishares Gold Trust 3,245286K $
36iShares Trust 1,981253.9K $
37iShares Core MSCI EAFE ETF 2,687243.2K $
38iShares Russell Mid-Cap Value 1,661242K $
39AutoZone Inc 70236.4K $
40iShares iBonds Dec 2032 Term C 8,283209.3K $
41International Business Machines Corp. 865209.3K $