13F Filings History of FOUNDATIONS INVESTMENT ADVISORS, LLC

Latest 13F report
Q3 2025 - 03 Nov 2025
Value $
$6,880,297,656
Signature - Title
Marc J. Pugsley - Chief Compliance Officer
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by FOUNDATIONS INVESTMENT ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FOUNDATIONS INVESTMENT ADVISORS, LLC reported 1033 stock holdings with total value $6,880,297,656 as of Q3 2025. Top holdings included IVW, DYNF, QUAL, BIL, and IUSB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 1,033 $6,880,297,656 +$985,385,803 -$908,870,911 +$76,514,892 IVW, DYNF, QUAL, BIL, IUSB 13F-HR 03 Nov 2025, 15:09
Q2 2025 916 $6,332,323,616 +$932,237,314 -$513,226,190 +$419,011,124 IVW, SPY, QUAL, IUSB, DYNF 13F-HR 08 Aug 2025, 14:34
Q1 2025 855 $5,416,988,332 +$1,052,163,028 -$723,133,048 +$329,029,980 IVW, IVV, SPY, IUSB, QUAL 13F-HR 07 May 2025, 12:30
Q4 2024 836 $5,180,792,416 +$728,641,213 -$255,527,352 +$473,113,861 IVW, IVV, IUSB, SPY, QUAL 13F-HR 22 Jan 2025, 14:02
Q3 2024 816 $4,759,238,083 +$855,339,715 -$378,355,078 +$476,984,637 IUSB, IVW, IVV, TDSC, QUAL 13F-HR 21 Oct 2024, 16:13
Q2 2024 752 $4,120,612,049 +$636,703,434 -$372,315,580 +$264,387,854 IVV, TDSC, BIL, CLSM, IVW 13F-HR 02 Aug 2024, 15:04
Q1 2024 701 $3,819,387,495 +$475,652,144 -$547,988,146 -$72,336,002 TDSC, IVV, CLSM, BIL, SPY 13F-HR 13 May 2024, 12:59
Q4 2023 642 $3,671,528,100 +$959,148,972 -$765,126,312 +$194,022,660 IVV, TDSC, CLSM, BIL, IUSB 13F-HR 08 Feb 2024, 11:12
Q3 2023 637 $3,182,877,315 +$722,447,426 -$366,270,050 +$356,177,376 TDSC, BIL, IVV, BSCN, IUSB 13F-HR 05 Oct 2023, 16:07
Q2 2023 573 $3,020,469,043 +$713,678,697 -$515,524,648 +$198,154,049 TDSC, BIL, IVV, CLSM, TDSB 13F-HR 19 Jul 2023, 11:03
Q1 2023 512 $2,795,700,075 +$620,534,247 -$374,958,644 +$245,575,603 TDSC, CLSA, TDSB, TDSD, BIL 13F-HR 25 Apr 2023, 09:19
Q4 2022 443 $2,513,335,655 +$632,290,518 -$420,730,241 +$211,560,277 TDSC, CLSA, TDSB, TDSD, SHY 13F-HR 11 Jan 2023, 10:39
Q3 2022 399 $2,293,015,096 +$255,920,367 -$232,245,639 +$23,674,728 TDSC, CLSC, TDSB, TDSD, TDSE 13F-HR 19 Oct 2022, 15:02
Q2 2022 394 $2,391,236,105 +$490,848,458 -$394,434,033 +$96,414,425 TDSC, CLSC, TDSB, TDSD, RPHS 13F-HR 07 Jul 2022, 18:03
Q1 2022 340 $2,582,852,000 +$372,443,182 -$137,429,676 +$235,013,506 TDSC, TDSD, CLSA, TDSB, CLSC 13F-HR 19 Apr 2022, 16:21
Q4 2021 331 $2,354,843,000 +$493,594,663 -$285,234,156 +$208,360,507 TDSC, CLSA, TDSB, TDSE, CLSM 13F-HR 21 Jan 2022, 15:51
Q3 2021 312 $2,289,808,000 +$653,093,810 -$417,608,122 +$235,485,688 TDSC, TDSB, TDSD, CLSM, CLSC 13F-HR 12 Oct 2021, 21:23
Q2 2021 300 $2,084,723,000 +$314,934,339 -$50,960,313 +$263,974,026 TDSC, TDSB, TDSD, TDSE, DVY 13F-HR 14 Jul 2021, 13:59
Q1 2021 224 $1,732,895,000 +$400,011,716 -$240,731,291 +$159,280,425 TDSC, TDSB, TDSD, DVY, TDSE 13F-HR 09 Apr 2021, 11:49
Q4 2020 185 $1,519,946,000 +$1,272,226,765 -$190,709,392 +$1,081,517,373 TDSC, TDSB, TDSD, QQQ, TDSE 13F-HR 12 Jan 2021, 17:58
Q3 2020 167 $455,828,000 +$225,986,776 -$398,160,151 -$172,173,375 UUP, QQQ, VNQ, SPY, VGSH 13F-HR 07 Oct 2020, 13:04
Q2 2020 163 $1,129,707,364 +$980,441,856 -$322,058,056 +$658,383,800 QQQ, VAW, VGT, VBK, VHT 13F-HR 08 Jul 2020, 14:48
Q1 2020 118 $862,960,000 +$674,133,190 -$195,002,804 +$479,130,386 IEF, HDV, TLT, GLD, SHV 13F-HR 06 Apr 2020, 11:57
Q4 2019 128 $811,365,054 +$303,774,975 -$202,084,590 +$101,690,385 XLK, XLV, MGK, TLT, VUG 13F-HR 09 Jan 2020, 14:54
Q3 2019 129 $762,644,000 +$197,775,328 -$69,463,462 +$128,311,866 LQD, VUG, QQQ, MGK, IEF 13F-HR 07 Oct 2019, 13:36
Q2 2019 119 $665,773,000 +$523,573,189 -$299,982,457 +$223,590,732 IEF, LQD, QQQ, VUG, MGK 13F-HR 05 Jul 2019, 17:56
Q1 2019 97 $575,984,000 +$338,988,661 -$100,144,619 +$238,844,042 IYR, XLY, MDY, IWM, IWN 13F-HR 05 Apr 2019, 19:21
Q4 2018 99 $470,674,000 +$343,097,291 -$18,791,546 +$324,305,745 ILF, IYR, XLK, IWS, LQD 13F-HR 11 Feb 2019, 15:41
Q3 2018 100 $410,695,000 +$87,206,347 -$17,160,031 +$70,046,316 LQD, MGK, VIG, VOE, VGK 13F-HR 09 Nov 2018, 10:01
Q2 2018 90 $375,204,000 $0 QQQ, LQD, MGK, VOE, VIG 13F-HR 14 Aug 2018, 16:54