Foundations Investment Advisors, LLC
CIK 1743404
13F filing for Q2 2026・No. 579
- Holdings
- US$9.72B
- Quarter change
- +US$1.64B
- Entries
- 1,687
- Net bought (estimate)
- +US$678.73M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 184
- Sold out 140
- Cut 377
- Added 618
- Corporate actions 4
- Unchanged 18
Largest holdings
1,197 stocks worth US$9.71B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 490,520 | US$367.35M | 3.78% |
| ISHARES TRS&P 500 GRWT ETF | Added | 2,410,689 | US$331.54M | 3.41% |
| ISHARES TRS&P 500 VAL ETF | Added | 1,225,561 | US$278.28M | 2.87% |
| ISHARES TRISHARES SEMICDTR | Cut | 364,192 | US$233.36M | 2.40% |
| ISHARES TRCORE UNIVRSL USD | Added | 4,994,324 | US$230.49M | 2.37% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 2,970,337 | US$202.01M | 2.08% |
| HORIZON FDSANFIELD US EQTY | New | 9,388,555 | US$194.81M | 2.01% |
| NVDANvidiaCOM | Added | 900,603 | US$180.2M | 1.86% |
| SELECT SECTOR SPDR TRST STR SVC ETF | Added | 1,602,607 | US$171.69M | 1.77% |
| AAPLAppleCOM | Added | 469,893 | US$135.97M | 1.40% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.