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