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Portfolio (Quarterly) Guide ↗

Foundry Financial LLC

· CIK 0002085325
13F Portfolio $297M AUM 86 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 46 Added 13 Reduced 1 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ INVESCO QQQ TR Financial Services 727.0 $536K 0.18% +95.0 +15.0% $736.87 -4.0%
42 VEA VANGUARD TAX-MANAGED FDS 6,690.0 $477K 0.16% +1K +23.2% $71.25 +1.2%
43 VTV VANGUARD INDEX FDS 2,103.0 $458K 0.15% +93.0 +4.6% $217.98 +2.7%
44 CAT CATERPILLAR INC Industrials 422.0 $450K 0.15% +6.0 +1.4% $1065.22 -26.9%
45 VB VANGUARD INDEX FDS 1,175.0 $356K 0.12% +24.0 +2.1% $303.18 -2.4%
46 VOE VANGUARD INDEX FDS 1,328.0 $262K 0.09% +86.0 +6.9% $197.61 +4.1%
Page 3 of 3  ·  46 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 38.2%
Financial Services 21.2%
Communication Services 14.4%
Healthcare 9.0%
Consumer Cyclical 8.0%
Consumer Defensive 4.0%
Industrials 3.5%
Utilities 1.7%