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Latest Foundations Investment Advisors, LLC Stock Portfolio

$8.07Billion– No. of Holdings #1147

Foundations Investment Advisors, LLC Performance:
2026 Q1: -1.56%YTD: -1.56%2025: 15.89%
Performance for 2026 Q1 is -1.56%, and YTD is -1.56%, and 2025 is 15.89%.

About Foundations Investment Advisors, LLC and 13F Hedge Fund Stock Holdings

FOUNDATIONS INVESTMENT ADVISORS, LLC is a hedge fund based in Phoenix, AZ. On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, FOUNDATIONS INVESTMENT ADVISORS, LLC reported an equity portfolio of $8.1 Billions as of 31 Mar, 2026.

The top stock holdings of FOUNDATIONS INVESTMENT ADVISORS, LLC are IJR, IJR, ACWF. The fund has invested 3.2% of it's portfolio in ISHARES TR and 2.9% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES TR (ACWF), FIDELITY MERRIMACK STR TR (FBND) and ISHARES INC (ACWV) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ISHARES TR (IJR) and BLACKBERRY LTD (BB). FOUNDATIONS INVESTMENT ADVISORS, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), INVESCO EXCHANGE TRADED FD T (CSD) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to EA SERIES TRUST (BOB), SPDR SERIES TRUST (BIL) and ISHARES TR (IJR).
Foundations Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 11 May, 2026

Foundations Investment Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Foundations Investment Advisors, LLC made a return of -1.56% in the last quarter. In trailing 12 months, it's portfolio return was 15.92%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust101,364,000
blackrock etf trust57,951,200
invesco exchange traded fd t18,376,700
ishares tr14,232,400
ishares tr12,868,900
ea series trust6,953,610
spdr series trust6,231,180
ea series trust5,656,250
New stocks bought by Foundations Investment Advisors, LLC

Additions

Ticker% Inc.
ea series trust1,367
spdr series trust1,070
ishares tr972
etfs gold tr882
select sector spdr tr733
american centy etf tr662
first tr exchange traded fd649
spdr series trust414
Additions to existing portfolio by Foundations Investment Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-97.32
ishares tr-92.62
ishares tr-90.13
ishares tr-89.06
vaneck etf trust-88.97
ishares tr-70.18
ishares inc-62.21
blackrock etf trust ii-49.87
Foundations Investment Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Foundations Investment Advisors, LLC

Sector Distribution

Foundations Investment Advisors, LLC has about 72.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Communication Services
  • Energy
  • Utilities
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others72.7
Technology9.6
Financial Services4.6
Industrials2.3
Communication Services2.2
Energy1.8
Utilities1.7
Healthcare1.7
Consumer Cyclical1.6
Consumer Defensive1.5

Market Cap. Distribution

Foundations Investment Advisors, LLC has about 25.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED72.7
MEGA-CAP16.2
LARGE-CAP9.7
MID-CAP1.1

Stocks belong to which Index?

About 23% of the stocks held by Foundations Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others77
S&P 50021.5
RUSSELL 20001.5
Top 5 Winners (%)%
IBRX
immunitybio inc
279.9 %
sandisk corp
109.1 %
AMPX
amprius technologies inc
103.5 %
ATOM
atomera inc
72.4 %
CIEN
ciena corp
65.8 %
Top 5 Winners ($)$
CIEN
ciena corp
39.7 M
VRT
vertiv holdings co
22.9 M
IJR
ishares tr
11.3 M
XOM
exxon mobil corp
9.4 M
ASML
asml hldg nv
9.0 M
Top 5 Losers (%)%
ICCM
icecure medical ltd caesarea
-50.7 %
volatility shs tr
-48.2 %
OMEX
odyssey marine expl inc
-46.9 %
QBTS
d-wave quantum inc
-42.9 %
reddit inc
-41.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-25.3 M
HOOD
robinhood mkts inc
-25.1 M
IJR
ishares tr
-21.9 M
ARKF
ark etf tr
-15.4 M
ORCL
oracle corp
-14.4 M

Foundations Investment Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Foundations Investment Advisors, LLC

Foundations Investment Advisors, LLC has 1147 stocks in it's portfolio. About 20.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CIEN was the most profitable stock for Foundations Investment Advisors, LLC last quarter.

Last Reported on: 11 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions