Institutional Fund
Foundations Investment Advisors, LLC
Phoenix, AZCIK 17434045 filings on record
Portfolio Value
$8.06B
Q1 2026
Holdings
1,153
Reported positions
New Buys
169
Opened this quarter
QoQ Change
+5.7%
from $7.62B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr3.2%
- Ishares Tr2.9%
- Ishares Tr2.2%
- Blackrock ETF Trust1.9%
- Ishares Tr1.9%
- Nvidia Corporation1.8%
- Other86.1%
Portfolio Holdings
1,153 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 2.28M | $257.53M | 3.2% | +244.6K | Added |
| 2 | Ishares Tr | 1.11M | $234.72M | 2.9% | +110.0K | Added |
| 3 | Ishares Tr | 3.78M | $174.44M | 2.2% | +414.2K | Added |
| 4 | Blackrock ETF Trust | 2.69M | $156.68M | 1.9% | −540.3K | Reduced |
| 5 | Ishares Tr | 228.6K | $149.34M | 1.9% | +147.4K | Added |
| 6 | Nvidia Corporation | 842.0K | $146.84M | 1.8% | +71.0K | Added |
| 7 | Ishares Tr | 1.96M | $145.70M | 1.8% | +154.2K | Added |
| 8 | Select Sector Spdr Tr | 1.26M | $140.14M | 1.7% | +89.8K | Added |
| 9 | Ishares Tr | 416.2K | $136.79M | 1.7% | +10.1K | Added |
| 10 | Two Rds Shared Tr | 12.46M | $124.86M | 1.5% | +927.3K | Added |
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