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FOUNDATIONS INVESTMENT ADVISORS, LLC

FOUNDATIONS INVESTMENT ADVISORS, LLC is an Investment Adviser institutional filer with the SEC under CIK 1743404, reporting 1,197 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: AZ
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in FOUNDATIONS INVESTMENT ADVISORS, LLC's most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (IVV)
  2. ISHARES TR (IVW)
  3. ISHARES TR (IVE)
  4. ISHARES TR (SOXX)
  5. ISHARES TR (IUSB)
  6. BLACKROCK ETF TRUST (DYNF)
  7. HORIZON FDS (AESR)
  8. NVIDIA CORPORATION (NVDA)
  9. SELECT SECTOR SPDR TR (XLC)
  10. APPLE INC (AAPL)
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