CIK 1743404
FOUNDATIONS INVESTMENT ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
1,100
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 1,100
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4 | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 26K | $1M+ | SH |
| GUNR | FLEXSHARES TR | 65K | $1M+ | SH |
| DFVE | DOUBLELINE ETF TRUST | 94K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 108K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 76K | $1M+ | SH |
| SCHJ | SCHWAB STRATEGIC TR | 118K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 62K | $1M+ | SH |
| UJUL | INNOVATOR ETFS TRUST | 75K | $1M+ | SH |
| AEMS | TWO RDS SHARED TR | 278K | $1M+ | SH |
| CCCX | CHURCHILL CAP CORP X | 184K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 29K | $1M+ | SH |
| CSWC | CAPITAL SOUTHWEST CORP | 127K | $1M+ | SH |
| GEV | GE VERNOVA INC | 4K | $1M+ | SH |
| QTUM | ETF SER SOLUTIONS | 25K | $1M+ | SH |
| BA | BOEING CO | 13K | $1M+ | SH |
| SFLR | INNOVATOR ETFS TRUST | 75K | $1M+ | SH |
| HYDB | ISHARES TR | 58K | $1M+ | SH |
| MAGS | LISTED FDS TR | 41K | $1M+ | SH |
| IJS | ISHARES TR | 24K | $1M+ | SH |
| CRWV | COREWEAVE INC | 38K | $1M+ | SH |
| CLS | CELESTICA INC | 9K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 6K | $1M+ | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 34K | $1M+ | SH |
| HEFA | ISHARES TR | 63K | $1M+ | SH |
| EEMV | ISHARES INC | 40K | $1M+ | SH |
| PJUL | INNOVATOR ETFS TRUST | 56K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 28K | $1M+ | SH |
| HYMC | HYCROFT MINING HOLDING CORP | 108K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 7K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 31K | $1M+ | SH |
| MTB | M & T BK CORP | 13K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 7K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 34K | $1M+ | SH |
| SHYG | ISHARES TR | 59K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 40K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 19K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 21K | $1M+ | SH |
| QCOM | QUALCOMM INC | 15K | $1M+ | SH |
| DIS | DISNEY WALT CO | 22K | $1M+ | SH |
| IUSV | ISHARES TR | 24K | $1M+ | SH |
| MCK | MCKESSON CORP | 3K | $1M+ | SH |
| ABT | ABBOTT LABS | 19K | $1M+ | SH |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | 64K | $1M+ | SH |
| FJUN | FIRST TR EXCHNG TRADED FD VI | 41K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 15K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 12K | $1M+ | SH |
| TIPX | SPDR SERIES TRUST | 121K | $1M+ | SH |
| IEFA | ISHARES TR | 26K | $1M+ | SH |