Foundations Investment Advisors, LLC ETF holdings
Phoenix, AZ
Reported $6.7B in 636 ETFs in its Form 13F for June 30, 2026.
ETF value
$6.7B
ETFs held
636
Change from prior quarter
+24.9%
With price moves
ETFs as a share of its 13F
68.6%
of $9.7B
Top 10 of 636 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $367.3M | 490,520 | +261,891 shares |
| IVW | iShares S&P 500 Growth ETF | $331.5M | 2,410,689 | +133,894 shares |
| IVE | iShares S&P 500 Value ETF | $278.3M | 1,225,561 | +113,911 shares |
| SOXX | iShares Semiconductor ETF | $233.4M | 364,192 | −52,001 shares |
| IUSB | iShares Core Universal USD Bond ETF | $230.5M | 4,994,324 | +1,217,679 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $202.0M | 2,970,337 | +277,303 shares |
| AESR | Anfield U.S. Equity Sector Rotation ETF | $194.8M | 9,388,555 | New position |
| XLC | State Street Communication Services Select Sector SPDR ETF | $171.7M | 1,602,607 | +338,476 shares |
| CORO | iShares International Country Rotation Active ETF | $126.8M | 3,464,938 | +312,381 shares |
| MTUM | iShares MSCI USA Momentum Factor ETF | $120.7M | 352,034 | −88,335 shares |
626 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001743404. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Foundations Investment Advisors, LLC own?
Foundations Investment Advisors, LLC reported 636 ETF positions worth $6.7B in its Form 13F for June 30, 2026. The largest was IVV, at $367.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.