13F filer

Foundations Investment Advisors

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1743404 SEC filings ↗

13F Value

$9.72B

Positions

1,202

Top Position

IVV3.8%

Top 5

14.8%

Latest filing changes

vs Mar 31, 2026

1 IVV iShares Core S&P 500 ETF +114.5%+$196.1M

2 VCR Vanguard Consumer Discretionary Index Fund — ETF Shares >999%+$63.5M

3 IUSB iShares Core Universal USD Bond ETF +32.2%+$56.2M

4 EFG iShares MSCI EAFE Growth ETF +165.6%+$48.4M

5 MP Mp Materials >999%+$45.0M

Holdings1,202

#
1	IVV iShares Core S&P 500 ETF	3.8%	$367.3M	+114.5%	490.5K	1.9%	ETF
2	IVW iShares S&P 500 Growth ETF	3.4%	$331.5M	+5.9%	2.41M	3.2%	ETF
3	IVE iShares S&P 500 Value ETF	2.9%	$278.3M	+10.2%	1.23M	2.9%	ETF
4	SOXX iShares Semiconductor ETF	2.4%	$233.4M	-12.5%	364.2K	1.7%	ETF
5	IUSB iShares Core Universal USD Bond ETF	2.4%	$230.5M	+32.2%	4.99M	2.2%	ETF
6	DYNF iShares U.S. Equity Factor Rotation Active ETF	2.1%	$202.0M	+10.3%	2.97M	1.9%	ETF
7	AESR Anfield U.S. Equity Sector Rotation ETF	2.0%	$194.8M	NEW	9.39M	—	ETF
8	NVDA NVIDIA	1.9%	$180.2M	+7.0%	900.6K	1.8%	Common Stock
9	XLC State Street(R) Communication Services Select Sector SPDR(R) ETF	1.8%	$171.7M	+26.8%	1.60M	1.7%	ETF
10	AAPL Apple	1.4%	$136.0M	+6.4%	469.9K	1.4%	Common Stock
11	CORO Blackrock ETF Trust — Isha in Ctry ETF	1.3%	$126.8M	+9.9%	3.46M	1.3%	ETF
12	MTUM iShares MSCI USA Momentum Factor ETF	1.2%	$120.7M	-20.1%	352.0K	1.3%	ETF
13	BAI iShares A.I. Innovation and Tech Active ETF	1.2%	$114.1M	-10.9%	2.16M	1.0%	ETF
14	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 315,544 reported quantity $112,765,892 reported value	1.2%	$112.8M	+18.2%	315.5K	1.0%	Common Stock
15	ARKW ARK Next Generation Internet ETF	1.1%	$105.9M	+21.9%	731.0K	0.9%	ETF
16	IEMG iShares Core MSCI Emerging Markets ETF	1.1%	$104.4M	-23.3%	1.26M	1.4%	ETF
17	MSFT Microsoft	1.0%	$100.6M	+12.2%	269.7K	1.1%	Common Stock
18	VRT Vertiv Holdings	1.0%	$100.6M	+12.9%	300.5K	0.8%	Common Stock
19	HBTA Horizon Expedition Plus ETF	0.8%	$82.3M	NEW	2.52M	—	ETF
20	SPY State Str SPDR S&P 500 ETF T — Tr Unit	0.8%	$81.6M	-11.9%	109.3K	1.0%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing143

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.