0001398344-23-002936.txt : 20230213 0001398344-23-002936.hdr.sgml : 20230213 20230213144503 ACCESSION NUMBER: 0001398344-23-002936 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Foresight Wealth Management, LLC CENTRAL INDEX KEY: 0001729735 IRS NUMBER: 272830751 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19072 FILM NUMBER: 23617236 BUSINESS ADDRESS: STREET 1: 11550 SOUTH 700 EAST STREET 2: SUITE 100 CITY: DRAPER STATE: UT ZIP: 84020 BUSINESS PHONE: 801-462-2200 MAIL ADDRESS: STREET 1: 11550 SOUTH 700 EAST STREET 2: SUITE 100 CITY: DRAPER STATE: UT ZIP: 84020 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001729735 XXXXXXXX 12-31-2022 12-31-2022 false Foresight Wealth Management, LLC
11550 SOUTH 700 EAST SUITE 100 DRAPER UT 84020
13F HOLDINGS REPORT 028-19072 000153881 801-90167 N
ADAM E. NUGENT MANAGING MEMBER 801-462-2200 /s/ ADAM E. NUGENT DRAPER UT 02-07-2023 0 15 6979760
INFORMATION TABLE 2 fp0081963-1_13fhr-table.xml APPLE INC COM 037833100 830313 6390 SH SOLE 0 0 6390 CION INVT CORP COM 17259U204 167739 17204 SH SOLE 0 0 17204 FS KKR CAP CORP COM 302635206 280964 16055 SH SOLE 0 0 16055 GLADSTONE LD CORP COM 376549101 198992 10844 SH SOLE 0 0 10844 GLOBAL X FDS US PFD ETF 37954Y657 291639 15056 SH SOLE 0 0 15056 INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG 46138E727 627547 35616 SH SOLE 0 0 35616 ISHARES INC MSCI GBL MIN VOL 464286525 235806 2482 SH SOLE 0 0 2482 ISHARES TR CRE U S REIT ETF 464288521 273501 5531 SH SOLE 0 0 5531 SOFI TECHNOLOGIES INC COM 83406F102 151351 32831 SH SOLE 0 0 32831 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 759520 25582 SH SOLE 0 0 25582 SPDR SER TR S&P 400 MDCP GRW 78464A821 379310 5805 SH SOLE 0 0 5805 SPDR SER TR S&P 600 SMCP VAL 78464A300 218018 2937 SH SOLE 0 0 2937 SPDR SER TR S&P 400 MDCP VAL 78464A839 383479 5925 SH SOLE 0 0 5925 SPDR SER TR PRTFLO S&P500 GW 78464A409 1019554 20121 SH SOLE 0 0 20121 SPDR SER TR PRTFLO S&P500 VL 78464A508 1162027 29880 SH SOLE 0 0 29880