# EDGAR Filing Document

**Accession Number:** 0001966351
**File Stem:** 0001172661-25-004443
**Filing Date:** 2025-10
**Character Count:** 8281
**Document Hash:** 392966eca578a02441a2e994dafdd520
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-004443.hdr.sgml**: 20251028

**ACCESSION NUMBER**: 0001172661-25-004443

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251028

**DATE AS OF CHANGE**: 20251028

**EFFECTIVENESS DATE**: 20251028

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Foundation Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001966351

**ORGANIZATION NAME:**
- **EIN:** 200686218
- **STATE OF INCORPORATION:** MO
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23133
- **FILM NUMBER:** 251421384

**BUSINESS ADDRESS:**
- **STREET 1:** 168 NORTH MERAMEC AVE
- **STREET 2:** SUITE 100
- **CITY:** CLAYTON
- **STATE:** MO
- **ZIP:** 63105
- **BUSINESS PHONE:** 3147266789

**MAIL ADDRESS:**
- **STREET 1:** 168 NORTH MERAMEC AVE
- **STREET 2:** SUITE 100
- **CITY:** CLAYTON
- **STATE:** MO
- **ZIP:** 63105

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Foundation Wealth Management LLC<br>**Address:** 168 North Meramec Ave<br>Suite 100<br>Clayton, MO 63105

**Form 13F File Number:** 028-23133

**CRD Number (if applicable):** 000168270

**SEC File Number (if applicable):** 801-123756

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Hannah Rae Leone<br>**Title:** Chief Operating Officer<br>**Phone:** 314-726-6789

**Signature, Place, and Date of Signing:**

/s/ Hannah Rae Leone  Clayton, MO  10-28-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 46

**Form 13F Information Table Value Total:** $156472706

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 209149 | 903 | SH |  | SOLE |  | 903 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1492512 | 6140 | SH |  | SOLE |  | 6140 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 846096 | 3473 | SH |  | SOLE |  | 3473 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 237486 | 3595 | SH |  | SOLE |  | 3595 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 239113 | 1089 | SH |  | SOLE |  | 1089 | 0 | 0 |
| AON PLC | SHS CL A | G0403H108 |  | 941016 | 2639 | SH |  | SOLE |  | 2639 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3836880 | 15069 | SH |  | SOLE |  | 15069 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 429024 | 100 | SH |  | SOLE |  | 100 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3104794 | 6176 | SH |  | SOLE |  | 6176 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 646647 | 699 | SH |  | SOLE |  | 699 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 568461 | 4965 | SH |  | SOLE |  | 4965 | 0 | 0 |
| GARMIN LTD | SHS | H2906T109 |  | 346678 | 1408 | SH |  | SOLE |  | 1408 | 0 | 0 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 596701 | 6647 | SH |  | SOLE |  | 6647 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 243653 | 865 | SH |  | SOLE |  | 865 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 6039808 | 92921 | SH |  | SOLE |  | 92921 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 427639 | 5877 | SH |  | SOLE |  | 5877 | 0 | 0 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 1576291 | 16238 | SH |  | SOLE |  | 16238 | 0 | 0 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 6124938 | 19140 | SH |  | SOLE |  | 19140 | 0 | 0 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 3732865 | 153619 | PRN |  | SOLE |  | 153619 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 38179619 | 184882 | SH |  | SOLE |  | 184882 | 0 | 0 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 491252 | 22178 | SH |  | SOLE |  | 22178 | 0 | 0 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 6767034 | 38271 | SH |  | SOLE |  | 38271 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 230143 | 2636 | SH |  | SOLE |  | 2636 | 0 | 0 |
| ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 |  | 2853691 | 113285 | PRN |  | SOLE |  | 113285 | 0 | 0 |
| ISHARES TR | U.S. ENERGY ETF | 464287796 |  | 1381570 | 29071 | SH |  | SOLE |  | 29071 | 0 | 0 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 1664116 | 65208 | SH |  | SOLE |  | 65208 | 0 | 0 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 292234 | 2052 | SH |  | SOLE |  | 2052 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 3386984 | 63426 | SH |  | SOLE |  | 63426 | 0 | 0 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 513380 | 21874 | SH |  | SOLE |  | 21874 | 0 | 0 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 2990928 | 122880 | PRN |  | SOLE |  | 122880 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 42713452 | 353823 | SH |  | SOLE |  | 353823 | 0 | 0 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 1565879 | 20408 | SH |  | SOLE |  | 20408 | 0 | 0 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 231962 | 1661 | SH |  | SOLE |  | 1661 | 0 | 0 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 1267935 | 49608 | SH |  | SOLE |  | 49608 | 0 | 0 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 6370994 | 49113 | SH |  | SOLE |  | 49113 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 2753935 | 24181 | SH |  | SOLE |  | 24181 | 0 | 0 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 2211343 | 23062 | SH |  | SOLE |  | 23062 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 3880969 | 57215 | SH |  | SOLE |  | 57215 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 639433 | 2028 | SH |  | SOLE |  | 2028 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 219591 | 299 | SH |  | SOLE |  | 299 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1784945 | 3446 | SH |  | SOLE |  | 3446 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 536478 | 2876 | SH |  | SOLE |  | 2876 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 824538 | 4520 | SH |  | SOLE |  | 4520 | 0 | 0 |
| PROTHENA CORP PLC | SHS | G72800108 |  | 190038 | 19471 | SH |  | SOLE |  | 19471 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 399516 | 834 | SH |  | SOLE |  | 834 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 490996 | 4075 | SH |  | SOLE |  | 4075 | 0 | 0 |

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