Foundation Wealth Management LLC Portfolio
Invests via Foundation Wealth Management, LLC\PA | Managed by Paul LaViola, Stephen McDade, Burwell L. Hutchinson III
Invests via Foundation Wealth Management, LLC\PA
Managed by Paul LaViola, Stephen McDade, Burwell L. Hutchinson III
Automatically Tracked
Company Profile
Regional fiduciary and wealth-advisory firm offering fee-based investment management, comprehensive financial planning and retirement strategies for affluent individuals, families and small institutions. Foundation Wealth Management, LLC\PA operates as a Pennsylvania-based LLC, emphasizing tax-aware asset allocation, discretionary model portfolios, cash-flow planning and coordination with tax and estate advisors to deliver personalized, relationship-driven wealth solutions.
Regional fiduciary and wealth-advisory firm offering fee-based investment management, comprehensive financial planning and retirement strategies for affluent individuals, families and small institutions. Foundation Wealth Management, LLC\PA operates as a Pennsylvania-based LLC, emphasizing tax-aware asset allocation, discretionary model portfolios, cash-flow planning and coordination with tax and estate advisors to deliver personalized, relationship-driven wealth solutions.
Investment Philosophy & Strategy
Acts as a fiduciary, privileging tax-aware, cash-flow-driven asset allocation across multi-asset portfolios to preserve capital and generate sustainable income for affluent households and small institutions. Emphasizes discretionary model management, liability-and-goal-based planning, and coordination with tax and estate advisors to align investment decisions with after-tax outcomes. Risk discipline centers on diversified, lower-turnover strategies, tactical rebalancing and calibrated downside protection. Capital deployment favors fee-based, outcome-oriented solutions—tax-efficient muni exposure, dividend and fixed-income ladders, and selective equity positions for total-return and retirement funding horizons.
Acts as a fiduciary, privileging tax-aware, cash-flow-driven asset allocation across multi-asset portfolios to preserve capital and generate sustainable income for affluent households and small institutions. Emphasizes discretionary model management, liability-and-goal-based planning, and coordination with tax and estate advisors to align investment decisions with after-tax outcomes. Risk discipline centers on diversified, lower-turnover strategies, tactical rebalancing and calibrated downside protection. Capital deployment favors fee-based, outcome-oriented solutions—tax-efficient muni exposure, dividend and fixed-income ladders, and selective equity positions for total-return and retirement funding horizons.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.83%
Gain
Monthly
0.1%
Yearly
1.19%
Drawdown
19.67%
$309.11M
Equity
Holdings
$309.11M
Investment
$258.83M
$54.07M
Profit -$315,934.07
Realized
$3.79M
Unrealized
$50.28M
Dividends
$8.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$315,934.07
Win %
86%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$366,441.09
Win %
86%
This Month
Compared to last month
Gain
-0.03%
Profit
-$85,278.24
Win %
86%
This Year
Compared to last year
Gain
9.13%
Profit
$25.86M
Win %
87%
ITW Illinois Tool Works Inc.
+3.71%
+$9,313.92 
MRK Merck & Co., Inc.
+3.56%
+$25,198.74 
UNH UnitedHealth Group Incorporated
+2.76%
+$21,279.76 
AJG Arthur J. Gallagher & Co.
+2.59%
+$14,618.34 
WMT Walmart Inc.
+2.39%
+$5,197.08 
MSFT Microsoft Corp.
+2.09%
+$8,832.37 
AAPL Apple Inc.
+1.65%
+$27,631.8 
VNQ Vanguard Real Estate ETF
+1.61%
+$42,097.52 
PG Procter & Gamble Co
+1.59%
+$6,326.17 
DFSV Dimensional US Small Cap Value ETF
+1.52%
+$275,745.61 
DFAT Dimensional US Targeted Value ETF
+1.48%
+$23,928.17 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.44%
+$34,945.56 
IJS iShares S&P Small-Cap 600 Value ETF
+1.41%
+$3,678.68 
AVUV Avantis U.S. Small Cap Value ETF
+1.26%
+$9,732.35 
DFGR Dimensional Global Real Estate ETF
+1.26%
+$6,487.21 
IWN iShares Russell 2000 Value ETF
+1.21%
+$49,126.37 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$3,399.21 
AZN AstraZeneca PLC American Depositary Shares
+0.89%
+$28,666.5 
IWD iShares Russell 1000 Value ETF
+0.83%
+$38,390.42 
IWS iShares Russell Mid-Cap Value ETF
+0.81%
+$2,321.15 
IVE ISHARES S&P 500 VALUE ETF
+0.75%
+$5,404.97 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$18,493.2 
XOM Exxon Mobil Corporation
+0.73%
+$2,958.46 
JNJ Johnson & Johnson
+0.73%
+$5,403.6 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.71%
+$18,641.92 
VOE Vanguard Mid-Cap Value ETF
+0.71%
+$2,171.7 
AMZN Amazon.com Inc
+0.61%
+$2,348.13 
VTV Vanguard Value ETF
+0.35%
+$3,347.19 
GOOGL Alphabet Inc
+0.27%
+$981.95 
DUHP Dimensional US High Profitability ETF
+0.2%
+$32,223.5 
DFLV Dimensional US Large Cap Value ETF
+0.19%
+$1,119.45 
VB Vanguard Small-Cap ETF
+0.18%
+$729.53 
DFUV Dimensional US Marketwide Value ETF
+0.13%
+$3,764.67 
DFSU Dimensional US Sustainability Core 1 ETF
+0.1%
+$3,027.5 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.06%
+$148.72 
DCOR Dimensional US Core Equity 1 ETF
+0.02%
+$89.44 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$101.57 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
-$4.52 
GSY Invesco Ultra Short Duration ETF
0%
$0 
TMC TMC the metals company Inc.
-7.06%
-$5,800 
AVGO Broadcom Inc.
-4.1%
-$12,232.08 
CEG Constellation Energy Corporation
-2.76%
-$6,026.4 
CSCO Cisco Systems, Inc.
-2.62%
-$11,795.37 
NVDA NVIDIA Corporation
-2.41%
-$16,506.88 
VGT Vanguard Information Technology ETF
-1.84%
-$9,535.84 
DFAE Dimensional Emerging Core Equity Market ETF
-1.77%
-$8,061.08 
IAU iShares Gold Trust
-1.73%
-$3,711.56 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.7%
-$235,825.62 
META Meta Platforms Inc Class A
-1.7%
-$4,061.07 
DFEV Dimensional Emerging Markets Value ETF
-1.68%
-$10,318.26 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.68%
-$5,064.47 
IWP iShares Russell Mid-Cap Growth ETF
-1.4%
-$9,833.32 
IWF iShares Russell 1000 Growth ETF
-1.38%
-$84,136.4 
IWO iShares Russell 2000 Growth ETF
-1.25%
-$25,718.15 
SPEM SPDR Portfolio Emerging Markets ETF
-1.14%
-$6,976.16 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.11%
-$14,143.77 
VWO Vanguard FTSE Emerging Markets ETF
-1.1%
-$33,851.71 
VEU Vanguard FTSE All-World ex-US ETF
-1.03%
-$49,532.71 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.02%
-$22,287.83 
SPDW SPDR Portfolio Developed World ex-US ETF
-1%
-$3,729.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.99%
-$117,112.8 
VUG Vanguard Growth ETF
-0.75%
-$2,962.08 
EFA iShares MSCI EAFE ETF
-0.7%
-$58,552.31 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$23,318.47 
DFIV Dimensional International Value ETF
-0.56%
-$7,444.08 
DFSI Dimensional International Sustainability Core 1 ETF
-0.55%
-$3,471 
DFAI Dimensional International Core Equity Market ETF
-0.54%
-$3,948.07 
JPM JPMorgan Chase & Co.
-0.46%
-$2,865.78 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$7,311.15 
DIHP Dimensional International High Profitability Portfolio
-0.42%
-$25,231.16 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.36%
-$9,513.6 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$2,419.04 
IVV iShares Core S&P 500 ETF
-0.27%
-$41,550.59 
SCHB Schwab U.S. Broad Market ETF
-0.27%
-$2,243.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$98,844.57 
IWV ISHARES RUSSELL 3000 ETF
-0.24%
-$9,082.12 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$1,980.93 
IWB iShares Russell 1000 ETF
-0.22%
-$6,281.1 
MUB iShares National Muni Bond ETF
-0.13%
-$295.11 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$13,758.72 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$303.28 
VO Vanguard Mid-Cap ETF
-0.11%
-$393.71 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$26,882.33 
TIP iShares TIPS Bond ETF
-0.07%
-$209.92 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$3,391.64 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$85.2 
DISV Dimensional International Small Cap Equity Fund
-0.02%
-$1,456.14 
IWM iShares Russell 2000 ETF
-0.02%
-$520.92 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$3,379.77 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$9.74 Events
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Dividends
Dividend Analysis
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| Trades 413 | Longs Won 353/413 85% | Profit Factor 32.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $404,714.75 |
| Average Win $158,041.31 | Best Trade (Jul 16) $3.93M | Sharpe Ratio -10.6 |
| Average Loss -$28,668.17 | Worst Trade (Jul 13) -$524,214.31 | Z-Score 24.65 (100%) |
| Commissions $0 | Avg. Trade Length 11m 5d | Expectancy $130,916.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
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Returns
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