Foundation Wealth Management, LLC

SEC CIK: 0001966351
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

AON holding history

Aon plc in every 13F filed by Foundation Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AON overview All 13F holders of AON Full Q2 2026 holdings

Shares (Q2 2026): 1,934
Value: $641.3K
% of portfolio: 0.4%
Quarters held: 4; Since Q3 2025

Holdings of AON by Foundation Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,934	$641.3K	0.4%	−717−27.0%	Reduced	Holders
Q1 2026	2,651	$855.6K	0.6%	+7+0.3%	Added	Holders
Q4 2025	2,644	$933.2K	0.6%	+5+0.2%	Added	Holders
Q3 2025	2,639	$941.0K	0.6%	+2,639	New	Holders