FOUNDATIONS INVESTMENT ADVISORS, LLC

Q1 2026 13F-HR Detailed Holdings

Location: Phoenix, AZ
Holdings as of: 3/31/2026
Value ($000): $8,071,343,927
Num holdings: 1,616
Date filed: 5/11/2026
Form type: 13F-HR
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SEC: View on sec.gov
Note: Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers

Compare Q1 2026 to

Issuer Name	Class	CUSIP	Value ($000)	%	Shares	Principal	Option Type	Discretion	Other Manager	Sole	Shared	None	Price Filed 5/11/2026	Price As-Of 3/31/2026	Price Now 6/23/2026

Other Managers

Num	Name	File Number
1	Oxford Wealth Group, LLC	028-24186
2	MILESTONE ASSET MANAGEMENT, LLC	028-22816
3	Elite Income Advisors, Inc.	028-26006
4	RWM Capital, LLC	028-21755
5	Diversified Planning Strategies Advisors LLC	028-26225
6	DONATO WEALTH MANAGEMENT, PLLC	028-26760
7	Orion Porfolio Solutions, LLC	028-11877