Foundations Investment Advisors, LLC
Annual return '25
+14.9%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$8.1B
Holdings
1,151
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVW
ISHARES TR
Q4 2025: Exited (was 1.89M shares)
3.2%
02
$IVE
ISHARES TR
Q4 2025: Exited (was 724.6k shares)
2.9%
03
$IUSB
ISHARES TR
Q4 2025: Exited (was 3.27M shares)
2.2%
04
$DYNF
BLACKROCK ETF TRUST
Q4 2025: Exited (was 2.97M shares)
1.9%
05
$IVV
ISHARES TR
Q4 2025: Exited (was 74.3k shares)
1.9%
06
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 99.0% (688.1k → 6.6k shares)
1.8%
07
$EFV
ISHARES TR
Q4 2025: Exited (was 2.08M shares)
1.8%
08
$XLC
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 1.01M shares)
1.7%
09
$SOXX
ISHARES TR
Q4 2025: Exited (was 330.9k shares)
1.7%
10
$AEMS
TWO RDS SHARED TR
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:09 UTC.