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:
26.84%
Gain +0.11%
Monthly
1.13%
Yearly
14.43%
Drawdown
13.03%
$331.85M
Equity
Holdings
$331.85M
Investment
$281.44M
$54.84M
Profit +$303,683
Realized
$4.43M
Unrealized
$50.41M
Dividends
$10.17M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$303,683
Win %
74%
This Week
Compared To Last Week
Gain
0.53%
Profit
$1.76M
Win %
74%
This Month
Compared to last month
Gain
1.13%
Profit
$3.72M
Win %
74%
This Year
Compared to last year
Gain
0.09%
Profit
$341,718.86
Win %
78%
AVGO Broadcom Inc.
+3.51%
+$8,417.87 
CSCO Cisco Systems, Inc.
+2.82%
+$14,276.77 
CAT Caterpillar Inc.
+2.53%
+$4,699.13 
NUE Nucor Corporation
+2.06%
+$6,004.3 
UNH UnitedHealth Group Incorporated
+1.89%
+$12,539.78 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.64%
+$4,026.88 
NVDA NVIDIA Corporation
+1.49%
+$15,321.76 
DFEV Dimensional Emerging Markets Value ETF
+1.49%
+$6,363.63 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.47%
+$221,213.07 
DIHP Dimensional International High Profitability Portfolio
+1.42%
+$90,022 
ABBV AbbVie Inc.
+1.41%
+$3,385.51 
DFAE Dimensional Emerging Core Equity Market ETF
+1.37%
+$6,380.64 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+1.37%
+$4,240.59 
GOOGL Alphabet Inc
+1.36%
+$5,884.39 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.33%
+$16,936.85 
SCHF Schwab International Equity ETF
+1.28%
+$3,232.25 
IJR iShares Core S&P Small-Cap ETF
+1.28%
+$29,505.06 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.26%
+$165,033.92 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.24%
+$4,624.58 
IWP iShares Russell Mid-Cap Growth ETF
+1.23%
+$8,627.52 
VEU Vanguard FTSE All-World ex-US ETF
+1.16%
+$54,794.08 
IJH iShares Core S&P Mid-Cap ETF
+1.12%
+$3,402.62 
EFA iShares MSCI EAFE ETF
+1.12%
+$104,535 
IWF iShares Russell 1000 Growth ETF
+1.1%
+$65,054.83 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.1%
+$22,883.63 
IJS iShares S&P Small-Cap 600 Value ETF
+1.09%
+$2,684.95 
DFIC Dimensional International Core Equity Market ETF
+1.09%
+$43,986.24 
DFAI Dimensional International Core Equity Market ETF
+1.08%
+$7,568.54 
AMZN Amazon.com Inc
+1.07%
+$4,524.66 
VUG Vanguard Growth ETF
+1.06%
+$3,112.32 
DFAT Dimensional US Targeted Value ETF
+1.06%
+$16,005.53 
VGT Vanguard Information Technology ETF
+1.05%
+$5,351.95 
DFSI Dimensional International Sustainability Core 1 ETF
+1.03%
+$6,411.48 
AAPL Apple Inc.
+1%
+$24,788.52 
IWO iShares Russell 2000 Growth ETF
+1%
+$17,086.02 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.99%
+$19,801.04 
VOOG Vanguard S&P 500 Growth ETF
+0.97%
+$3,260.68 
VB Vanguard Small-Cap ETF
+0.94%
+$3,229.4 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.93%
+$24,218.22 
IWM iShares Russell 2000 ETF
+0.93%
+$22,567.36 
DFSV Dimensional US Small Cap Value ETF
+0.92%
+$175,906.5 
ITW Illinois Tool Works Inc.
+0.88%
+$2,079.32 
AVUV Avantis U.S. Small Cap Value ETF
+0.87%
+$6,419.93 
VWO Vanguard FTSE Emerging Markets ETF
+0.87%
+$25,425.08 
IWN iShares Russell 2000 Value ETF
+0.87%
+$33,322.47 
DFIV Dimensional International Value ETF
+0.85%
+$11,107.04 
DFSU Dimensional US Sustainability Core 1 ETF
+0.85%
+$24,226.4 
IWV ISHARES RUSSELL 3000 ETF
+0.83%
+$30,790.31 
IWB iShares Russell 1000 ETF
+0.8%
+$23,240.07 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.78%
+$333,546.48 
EFV iShares MSCI EAFE Value ETF
+0.78%
+$12,549.51 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.77%
+$2,266.14 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$4,674.82 
SCHB Schwab U.S. Broad Market ETF
+0.75%
+$5,212.68 
SCHK Schwab 1000 Index ETF
+0.75%
+$3,081.65 
VOO Vanguard S&P 500 ETF
+0.74%
+$3,138 
SPY SPDR S&P 500 ETF Trust
+0.74%
+$6,553.52 
IVV iShares Core S&P 500 ETF
+0.74%
+$134,543.45 
SCHX Schwab U.S. Large-Cap ETF
+0.73%
+$6,827.48 
DCOR Dimensional US Core Equity 1 ETF
+0.72%
+$2,683.2 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.72%
+$87,773.44 
DISV Dimensional International Small Cap Equity Fund
+0.63%
+$42,289.29 
PG Procter & Gamble Co
+0.62%
+$2,512.8 
VO Vanguard Mid-Cap ETF
+0.62%
+$2,256.7 
DFUV Dimensional US Marketwide Value ETF
+0.56%
+$16,672.11 
IWS iShares Russell Mid-Cap Value ETF
+0.56%
+$1,568.7 
BRK-B Berkshire Hathaway Inc.
+0.55%
+$1,584.24 
IVE ISHARES S&P 500 VALUE ETF
+0.52%
+$3,705.66 
MSFT Microsoft Corp.
+0.48%
+$5,185.7 
IWD iShares Russell 1000 Value ETF
+0.45%
+$20,595.5 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.44%
+$11,395.08 
DFLV Dimensional US Large Cap Value ETF
+0.43%
+$2,543.97 
VOE Vanguard Mid-Cap Value ETF
+0.4%
+$1,211.58 
TMC TMC the metals company Inc.
+0.4%
+$300 
VNQ Vanguard Real Estate ETF
+0.38%
+$6,990.06 
XOM Exxon Mobil Corporation
+0.37%
+$1,825.7 
DUHP Dimensional US High Profitability ETF
+0.36%
+$62,593.95 
DFGR Dimensional Global Real Estate ETF
+0.32%
+$1,490.31 
V Visa Inc. Class A
+0.28%
+$5,219.29 
VTV Vanguard Value ETF
+0.28%
+$2,590.8 
MRK Merck & Co., Inc.
+0.23%
+$1,874.66 
HD The Home Depot, Inc.
+0.22%
+$349.33 
META Meta Platforms Inc Class A
+0.16%
+$423.75 
GWW W.W. Grainger, Inc.
+0.12%
+$398.39 
GSY Invesco Ultra Short Duration ETF
+0.02%
+$53.77 
STX Seagate Technology Holdings plc
-9.98%
-$21,985.88 
AJG Arthur J. Gallagher & Co.
-2.71%
-$13,574.57 
MU Micron Technology, Inc.
-2.06%
-$5,820.48 
JNJ Johnson & Johnson
-1.29%
-$10,224.2 
CEG Constellation Energy Corporation
-1.27%
-$2,795.1 
AZN AstraZeneca PLC American Depositary Shares
-0.59%
-$17,796.48 
MUB iShares National Muni Bond ETF
-0.42%
-$929.05 
FSEC Fidelity Investment Grade Securitized ETF
-0.31%
-$933.92 
JPM JPMorgan Chase & Co.
-0.31%
-$2,139.29 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.29%
-$767.12 
TIP iShares TIPS Bond ETF
-0.26%
-$667.44 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.25%
-$29,048.1 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.25%
-$73,546.01 
AGG iShares Core U.S. Aggregate Bond ETF
-0.24%
-$1,179.9 
WMT Walmart Inc.
-0.16%
-$371.08 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.14%
-$27,272.3 
BSV Vanguard Short-Term Bond ETF
-0.14%
-$9,983.92 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.13%
-$2,709.18 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.08%
-$814.63 
SUB iShares Short-Term National Muni Bond ETF
-0.06%
-$215.28 Events
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Dividends
Dividend Analysis
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| Trades 497 | Longs Won 399/497 80% | Profit Factor 13.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $409,041.09 |
| Average Win $148,714.88 | Best Trade (Aug 14) $4.54M | Sharpe Ratio -9.84 |
| Average Loss -$45,854.18 | Worst Trade (Aug 03) -$784,697.24 | Z-Score 13.23 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4w 1d | Expectancy $110,349.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,489 | $1.94M | $2.5M | - | $557,185.59 | 28.7% | +1.002% |
| ABBV AbbVie Inc. | 925 | $232,767 | $243,820.75 | - | $11,053.75 | 4.75% | +1.408% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,130 | $503,402 | $483,194.7 | - | -$20,207.3 | -4.01% | -0.244% |
| AJG Arthur J. Gallagher & Co. | 2,165 | $614,204.17 | $488,315.75 | - | -$125,888.42 | -20.5% | -2.705% |
| AMZN Amazon.com Inc | 1,701 | $369,114.37 | $426,763.89 | - | $57,649.52 | 15.62% | +1.072% |
| AVGO Broadcom Inc. | 698 | $192,404.02 | $248,278.6 | - | $55,874.58 | 29.04% | +3.509% |
| AVUV Avantis U.S. Small Cap Value ETF | 6,173 | $562,360 | $741,624.22 | - | $179,264.22 | 31.88% | +0.873% |
| AZN AstraZeneca PLC American Depositary Shares | 19,136 | $3.77M | $3M | - | -$773,860.78 | -20.51% | -0.59% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 3,568 | $266,635 | $258,947.6 | - | -$7,687.4 | -2.88% | -0.295% |
| BRK-B Berkshire Hathaway Inc. | 574 | $287,224 | $288,871.24 | - | $1,647.24 | 0.57% | +0.551% |
| BSV Vanguard Short-Term Bond ETF | 95,085 | $7.35M | $7.25M | - | -$102,228.47 | -1.39% | -0.138% |
| CAT Caterpillar Inc. | 225 | $239,184 | $190,627.87 | - | -$48,556.13 | -20.3% | +2.527% |
| CEG Constellation Energy Corporation | 847 | $273,378 | $216,510.14 | - | -$56,867.86 | -20.8% | -1.275% |
| CSCO Cisco Systems, Inc. | 4,658 | $326,185.97 | $520,880.85 | - | $194,694.88 | 59.69% | +2.818% |
| DCOR Dimensional US Core Equity 1 ETF | 4,472 | $286,932.32 | $373,948.64 | - | $87,016.32 | 30.33% | +0.723% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 274,292 | $9.49M | $12.34M | - | $2.85M | 30.04% | +0.717% |
| DFAE Dimensional Emerging Core Equity Market ETF | 11,816 | $322,442.26 | $471,222.08 | - | $148,779.82 | 46.14% | +1.373% |
| DFAI Dimensional International Core Equity Market ETF | 17,008 | $496,624.38 | $705,917.04 | - | $209,292.66 | 42.14% | +1.084% |
| DFAT Dimensional US Targeted Value ETF | 22,543 | $1.24M | $1.53M | - | $291,378.55 | 23.54% | +1.058% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 34,565 | $868,126.4 | $1.29M | - | $421,493.75 | 48.55% | +1.331% |
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FAQ
Which stocks have generated the highest profits for Foundation Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Corporate Bond Fund - $1.82M, Vanguard Short-Term Corporate Bond ETF - $1.06M, AZN - $1.01M, Schwab Intermediate-Term U.S. Treasury ETF - $611,636.16, and Dimensional International Core Equity Market ETF - $557,132.75. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Broadcom Inc - $49,601.29, Blackstone Inc - $17,531.24, SPDR S&P 600 Small Cap Growth ETF - $13,982.91, and Armstrong World Industries, Inc - $5,404.02. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Foundation Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.17M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $1.82M, Vanguard Short-Term Corporate Bond ETF - $1.06M, Schwab Intermediate-Term U.S. Treasury ETF - $611,636.16, VANGUARD TOTAL STOCK MKT ETF - $547,483.34, and Vanguard Real Estate ETF - $413,726.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Foundation Wealth Management LLC's monthly returns?
Foundation Wealth Management LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Foundation Wealth Management LLC's strategy be considered aggressive or moderate?
Foundation Wealth Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Foundation Wealth Management LLC's strategy?
Foundation Wealth Management LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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