Foundations Investment Advisors, LLC
EndowmentTop Portfolio Positions
536 positions ·
$2,788,028,045 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
841,973 | $146,840,088 | 5.27% | |
| AAPL |
Apple Inc.
Technology
|
441,530 | $112,055,896 | 4.02% | |
| CIEN |
Ciena Corp
Technology
|
256,498 | $99,580,215 | 3.57% | |
| MSFT |
Microsoft Corp
Technology
|
240,314 | $88,957,031 | 3.19% | |
| SPY |
Spdr S&P 500 ETF Trust
|
134,594 | $87,531,859 | 3.14% | |
| GLD |
Spdr Gold Trust
|
200,352 | $86,209,461 | 3.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
266,936 | $76,760,113 | 2.75% | |
| C |
Citigroup Inc
Financial Services
|
617,615 | $70,043,715 | 2.51% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
119,311 | $68,863,921 | 2.47% | |
| VRT |
Vertiv Holdings Co
Industrials
|
266,048 | $66,666,306 | 2.39% |
Portfolio Trend
Holdings in ARDC
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,615,875 | 379,595 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,711,472 | 429,434 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,210,571 | 370,332 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,013,943 | 352,598 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $5,770,377 | 408,667 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $5,961,272 | 394,525 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,894,168 | 320,299 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,291,283 | 288,199 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,820,242 | 268,464 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,577,846 | 260,207 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,049,405 | 236,388 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $2,548,549 | 206,695 | Shares | Sole | 2023-07-19 | |
| No 13F history on record for this holder in this stock. | ||||||