Portfolio (Quarterly) Guide ↗

Foundry Financial Group, Inc.

· CIK 0002007960

13F Portfolio $231M AUM 80 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 12 New 35 Added 19 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AVUV	AMERICAN CENTY ETF TR	—	3,337	$369K	0.18%	SOLD
2	XOM	EXXON MOBIL CORP	Energy	1,345	$228K	0.11%	SOLD

Sector Allocation

Technology 49.7%

Financial Services 24.7%

Consumer Cyclical 13.8%

Communication Services 7.6%

Healthcare 4.2%