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Portfolio (Quarterly) Guide ↗

Foundry Financial Group, Inc.

· CIK 0002007960
13F Portfolio $202M AUM 70 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 27 Added 24 Reduced 3 Exited
Page 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBMP ISHARES TR 20,502.0 $522K 0.26% -1K -4.8% $25.44 -0.2%
42 AMZN AMAZON COM INC Consumer Cyclical 2,436.0 $507K 0.25% +285.0 +13.2% $208.27 +30.5%
43 VLUE ISHARES TR 3,154.0 $448K 0.22% $142.19 +37.6%
44 EFV ISHARES TR 5,878.0 $437K 0.22% $74.35 +6.4%
45 GOOGL ALPHABET INC Communication Services 1,412.0 $406K 0.20% +94.0 +7.1% $287.56 +35.2%
46 AVGO BROADCOM INC Technology 1,297.0 $401K 0.20% +94.0 +7.8% $309.51 +36.3%
47 AVUV AMERICAN CENTY ETF TR 3,337.0 $369K 0.18% -30K -90.0% $110.47 +9.6%
48 BLACKROCK ETF TRUST II 7,620.0 $366K 0.18% $47.98
49 IJR ISHARES TR 2,680.0 $333K 0.17% -325.0 -10.8% $124.31 +12.3%
50 META META PLATFORMS INC Communication Services 558.0 $319K 0.16% +38.0 +7.3% $572.13 +11.0%
51 XSHQ INVESCO EXCH TRADED FD TR II 7,506.0 $316K 0.16% -70K -90.3% $42.16 +9.4%
52 PNOV INNOVATOR ETFS TRUST 7,238.0 $296K 0.15% $40.86 +8.2%
53 ISHARES TR 10,074.0 $260K 0.13% -806.0 -7.4% $25.83
54 LLY ELI LILLY & CO Healthcare 277.0 $255K 0.13% +82.0 +42.0% $919.77 +17.7%
55 TSLA TESLA INC Consumer Cyclical 671.0 $249K 0.12% +57.0 +9.3% $371.75 +18.5%
56 GLD SPDR GOLD TR Financial Services 572.0 $246K 0.12% -5.0 -0.9% $430.29 -5.1%
57 BERKSHIRE HATHAWAY INC DEL 496.0 $238K 0.12% -40.0 -7.5% $479.20
58 BSMQ INVESCO EXCH TRD SLF IDX FD 9,799.0 $232K 0.12% +1K +15.3% $23.62 -0.3%
59 BSMR INVESCO EXCH TRD SLF IDX FD 9,746.0 $231K 0.11% NEW $23.65 -0.2%
60 BSMS INVESCO EXCH TRD SLF IDX FD 9,824.0 $230K 0.11% NEW $23.40 -0.1%
Page 3 of 4  ·  70 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.4%
Financial Services 36.1%
Communication Services 13.4%
Consumer Cyclical 7.9%
Healthcare 2.7%
Energy 2.4%