This page tracks Foundations Investment Advisors, LLC’s portfolio moves quarter by quarter, based on the fund’s SEC Form 13F filings. Each update adds the latest disclosed changes to institutional holdings, giving a running history of where the fund has been adding exposure and where it has been trimming. Because 13F filings report a snapshot of holdings at quarter end rather than exact trade dates, all activity below is described as occurring during the quarter ending 2026-03-31, not on any specific day.
During this quarter, Foundations Investment Advisors, LLC opened a brand-new position in BLACKROCK ETF TRUST worth $50,381,504. The fund also made large increases across several existing ETF and equity positions. Holdings in ISHARES TR were built up significantly in two separate lines, one growing from $9,446,095 to $223,789,041 and another from $5,434,703 to $127,034,979. TWO RDS SHARED TR rose from $2,881,618 to $120,699,044, while AMERICAN CENTY ETF TR expanded from $578,062 to $41,020,136. Other notable additions included VANGUARD SCOTTSDALE FDS (up to $25,458,708), VISA INC (V) (up to $25,116,061), SELECT SECTOR SPDR TR (up to $23,509,381), and WISDOMTREE TR (up to $23,413,769).
Positions Trimmed or Exited
On the other side of the ledger, the fund cut back sharply on several large technology and growth-oriented holdings. NVIDIA CORPORATION (NVDA) was reduced from $121,094,376 to $15,487,884, and ORACLE CORP (ORCL) was cut nearly to the floor, falling from $50,285,994 to $740,996. ASML HLDG NV dropped from $36,774,448 to $3,729,395, and ALPHABET INC (GOOGL) fell from $73,408,470 to $1,350,389. ARK ETF TR and INVESCO QQQ TR were both nearly eliminated, with the latter reduced by essentially the entire position. SALESFORCE INC (CRM) was cut from $24,692,479 to $309,501. The fund also trimmed several ETF positions that had been sizable, including a separate BLACKROCK ETF TRUST holding (down to $3,931,749), and multiple ISHARES TR and SELECT SECTOR SPDR TR lines that were each reduced by roughly 89% to 99%.
How to Read These Moves
Taken together, this quarter’s filing shows a fund rotating meaningfully between ETF vehicles and cutting concentrated exposure to mega-cap technology names like NVDA, ORCL, and GOOGL, while building new and expanded stakes in broad index and sector ETFs. As with any 13F-based tracking, these figures reflect reported holdings only and do not capture intra-quarter trading. This page will be updated as new filings are released, so check back for the next quarter’s changes.
This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.
Related ticker coverage
- V — all coverage →
- NVDA — all coverage →
- ORCL — all coverage →
- GOOGL — all coverage →
- CRM — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.