Fund Holdings — FOUNDATIONS INVESTMENT ADVISORS, LLC

Total Portfolio Value
$8.06B
Total Bought
$1.44B
Total Sold
$748.74M
Net Transaction
+$692.68M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EXCHANGE LISTED FDS TR19,5966,228,716+6,209,1201,334153,1621.90%+151,828
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
03,152,557+3,152,5570101,3641.26%+101,364
ISHARES TR81,204228,629+147,42555,620149,3431.85%+93,723
BLACKROCK ETF TRUST
ISHARES DEFENSE
01,771,126+1,771,126057,9510.72%+57,951
CIENA CORP(CIEN)258,283256,498-1,78560,40599,5801.24%+39,176
ISHARES TR
US TREAS BD ETF
381,7471,634,267+1,252,5208,79037,4410.46%+28,651
VERTIV HOLDINGS CO(VRT)250,402266,048+15,64640,56866,6660.83%+26,099
ISHARES TR1,001,6431,111,650+110,007212,418234,7252.91%+22,306
INVESCO EXCHANGE TRADED FD T
S&P MDCP VLU MNT
0282,198+282,198018,3770.23%+18,377
ISHARES TR
CORE UNIVRSL USD
3,362,4153,776,645+414,230156,487174,4432.16%+17,956
ISHARES TR1,805,4451,959,652+154,207128,927145,7001.81%+16,773
SPDR SERIES TRUST
ST STR BLO 1 ETF
912,5021,083,618+171,11683,38499,3031.23%+15,918
ISHARES TR19,596161,601+142,0051,33416,2670.20%+14,932
ISHARES TR99,781235,080+135,29911,36726,1810.32%+14,814
AMERICAN CENTY ETF TR19,957152,217+132,2602,03516,8150.21%+14,780
ISHARES TR406,107416,193+10,086122,299136,7861.70%+14,487
RTX CORPORATION(RTX)128,986197,399+68,41323,65638,0780.47%+14,422
ISHARES TR0259,715+259,715014,2320.18%+14,232
DOUBLELINE ETF TRUST
COMMERCIAL REAL
521,381785,389+264,00827,06040,8090.51%+13,749
ISHARES TR
LONG TERM MUNI
0257,739+257,739012,8690.16%+12,869
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
16,413122,934+106,5211,61413,6190.17%+12,005
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
700,920967,316+266,39632,49844,3130.55%+11,815
INVESCO EXCH TRADED FD TR II19,596162,212+142,6161,33412,8340.16%+11,500
EXXON MOBIL CORP183,799197,174+13,37522,11833,4530.42%+11,334
TWO RDS SHARED TR
ANFIELD US EQU
4,677,0745,381,458+704,38479,29090,0321.12%+10,741
CHENIERE ENERGY INC(LNG)91,692100,380+8,68817,82428,4840.35%+10,660
ISHARES TR61,656171,593+109,9375,92916,3770.20%+10,448
ASML HLDG NV
N Y REGISTRY SHS
35,29036,247+95737,75647,8770.59%+10,121
SELECT SECTOR SPDR TR
ST STR FINL ETF
27,766231,349+203,5831,52111,4220.14%+9,901
EA SERIES TRUST
STRIVE 1000 DIV
18,813275,992+257,1796979,7970.12%+9,099
SELECT SECTOR SPDR TR
ST STR ENERG ETF
210,098300,054+89,9569,39418,3810.23%+8,988
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
230,535496,290+265,7557,89816,7600.21%+8,862
DOUBLELINE ETF TRUST
MULT SEC INC ETF
249,936426,790+176,85412,62721,3740.27%+8,747
SSGA ACTIVE TR
ST STR TOTAL ETF
556,630740,512+183,88226,31734,9000.43%+8,583
BLACKROCK ETF TRUST
ISHA I IN TE ETF
2,147,9872,427,719+279,73271,52879,9930.99%+8,465
ISHARES TR
MSCI USA QLT FCT
536,023597,656+61,633106,465114,6361.42%+8,172
SELECT SECTOR SPDR TR
ST STR TECHN ETF
39,233103,862+64,6295,64813,8030.17%+8,155
GLOBAL X FDS
GLOBAL X URANIUM
85,901243,004+157,1033,67111,7690.15%+8,098
DOUBLELINE ETF TRUST
COMMO STRAT ETF
721,951798,491+76,54018,84126,6150.33%+7,774
ISHARES TR2,032,1672,276,795+244,628250,485257,5283.20%+7,043
EA SERIES TRUST
STRIVE 500 ETF
0165,680+165,68006,9540.09%+6,954
SOUTHERN CO(SO)257,096304,223+47,12722,41929,3640.36%+6,945
SELECT SECTOR SPDR TR
ST STR INDL ETF
164,925199,595+34,67025,58332,2800.40%+6,697
WILLIAMS COS INC(WMB)312,244348,469+36,22518,76925,3620.31%+6,593
WISDOMTREE TR(WT)126,356156,067+29,71118,21624,7490.31%+6,534
VERIZON COMMUNICATIONS INC(VZ)383,281436,658+53,37715,61121,9200.27%+6,309
SPDR SERIES TRUST
ST STR SP TELCO
033,134+33,13406,2310.08%+6,231
ISHARES TR626,383700,801+74,41837,37643,3730.54%+5,996
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
1,226,6391,399,847+173,20841,10546,8460.58%+5,741
EA SERIES TRUST
STRIVE SML CAP
0169,552+169,55205,6560.07%+5,656
ISHARES TR
MSCI USA MMENTM
400,402440,369+39,967100,225105,6841.31%+5,460
TWO RDS SHARED TR
ANFI EN MARK ETF
11,532,55912,459,908+927,349119,581124,8621.55%+5,281
ISHARES TR642,617689,274+46,65754,51359,7460.74%+5,233
VALE S A1,264,0021,361,607+97,60516,47021,6630.27%+5,193
INVESCO ACTVELY MNGD ETC FD
AGRI CMDTY STRA
0141,880+141,88005,1740.06%+5,174
SPDR SERIES TRUST
ST STR BL 12 ETF
12,29763,212+50,9151,2206,2860.08%+5,066
AT&T INC(T)596,504685,471+88,96714,81719,8720.25%+5,055
ISHARES TR449,470500,518+51,04842,79947,5240.59%+4,726
ISHARES TR
CORE INTL AGGR
646,870737,294+90,42432,35036,8940.46%+4,544
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
519,915594,014+74,09938,28142,8170.53%+4,535
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
370,262448,021+77,75922,19026,6800.33%+4,490
TWO RDS SHARED TR
ANFIELD DYNAMIC
4,754,8845,327,856+572,97240,77345,2330.56%+4,461
VALERO ENERGY CORP(VLO)43,40546,642+3,2377,06611,5240.14%+4,458
CITIGROUP INC(C)562,518617,615+55,09765,64070,0440.87%+4,403
ISHARES TR356,543393,978+37,43539,27343,4910.54%+4,218
ALTRIA GROUP INC(MO)394,399407,749+13,35022,74126,9070.33%+4,166
DOUBLELINE ETF TRUST
SHIL CAP U S ETF
571,950732,383+160,43318,43722,5960.28%+4,159
DOUBLELINE ETF TRUST
FORT 500 EQU ETF
447,005563,622+116,61714,26218,3020.23%+4,040
ABBVIE INC(ABBV)44,52965,279+20,75010,17414,1970.18%+4,023
CHEVRON CORPORATION(CVX)54,34658,893+4,5478,28312,1850.15%+3,902
BHP BILLITON LIMITED207,331225,619+18,28812,51716,4120.20%+3,895
VANECK ETF TRUST
JUNIOR GOLD MINE
28,55458,079+29,5253,2496,9720.09%+3,723
EXCHANGE LISTED FDS TR19,596222,393+202,7971,3345,0150.06%+3,680
FIDELITY MERRIMACK STR TR34,944115,084+80,1401,6095,2500.07%+3,641
ETFS GOLD TR(SGOL)8,40282,580+74,1783453,6850.05%+3,340
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
275,673319,243+43,57023,08826,4170.33%+3,330
BLACKROCK ETF TRUST
ISHA US THEM ETF
1,653,9791,851,404+197,42563,77767,0580.83%+3,280
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
613,176686,966+73,79021,13024,4080.30%+3,278
SSGA ACTIVE TR
ST STR MARKE ETF
205,586284,896+79,3108,90512,1250.15%+3,220
ISHARES TR27,15939,684+12,5256,6859,8420.12%+3,156
SEMPRA(SRE)147,905166,792+18,88713,05916,2070.20%+3,149
GILEAD SCIENCES INC(GILD)98,745109,240+10,49512,12015,2250.19%+3,105
FREEPORT MCMORAN INC(FCX)31,55379,679+48,1261,6034,6840.06%+3,081
NVIDIA CORPORATION(NVDA)770,937841,973+71,036143,780146,8401.82%+3,060
BONDBLOXX ETF TRUST
BBB RATED 5 10 Y
058,640+58,64003,0160.04%+3,016
ISHARES TR97210,425+9,4533143,2720.04%+2,957
VANGUARD WORLD FD
ENERGY ETF
43,24248,495+5,2535,4458,3920.10%+2,947
SPROTT FDS TR
URANI MINER ETF
22,76366,425+43,6621,2494,1950.05%+2,945
TEUCRIUM COMMODITY TR(BTCK)0121,954+121,95402,8740.04%+2,874
SPDR SERIES TRUST
SST SPDR BLOOMBE
8,639101,134+92,4952773,1430.04%+2,866
DOUBLELINE ETF TRUST
MORTGAGE ETF
576,507637,231+60,72428,62631,4660.39%+2,840
WALMART INC(WMT)102,867114,917+12,05011,46014,2820.18%+2,821
DELL TECHNOLOGIES INC(DELL)4,10420,207+16,1035173,3170.04%+2,800
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
23,51670,405+46,8891,4094,2090.05%+2,800
AMERICAN CENTY ETF TR471,974489,854+17,88038,85341,5590.52%+2,706
PUBLIC SVC ENTERPRISE GROUP(PEG)182,882214,443+31,56114,68517,3590.22%+2,674
GLOBAL X FDS069,945+69,94502,6730.03%+2,673
SPDR SERIES TRUST
ST PORT HIGH ETF
259,558376,999+117,4416,1448,7920.11%+2,648
LAM RESEARCH CORP(LRCX)55,37056,612+1,2429,47812,0960.15%+2,618
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
355,234399,315+44,08124,67827,2650.34%+2,587
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FOUNDATIONS INVESTMENT ADVISORS, LLC — 13F Holdings — Q1 2026 | TickerTrail