Foundations Investment Advisors
$9.7B 13F equity value
1,334 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Foundations Investment Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 490,520 | $367M | 3.8% |
| IVW | ISHARES TR | 2,410,689 | $332M | 3.4% |
| IVE | ISHARES TR | 1,225,561 | $278M | 2.9% |
| SOXX | ISHARES TR | 364,192 | $233M | 2.4% |
| IUSB | ISHARES TR | 4,994,324 | $230M | 2.4% |
| DYNF | BLACKROCK ETF TRUST | 2,970,337 | $202M | 2.1% |
| AESR | HORIZON FDS | 9,388,555 | $195M | 2.0% |
| NVDA | NVIDIA CORPORATION | 900,603 | $180M | 1.9% |
| XLC | SELECT SECTOR SPDR TR | 1,602,607 | $172M | 1.8% |
| AAPL | APPLE INC | 469,893 | $136M | 1.4% |
Track Foundations Investment Advisors's 13F portfolio: $9.7B in reported holdings, 1,334 positions. Top holdings and quarterly changes on SentiSense.
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