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Portfolio (Quarterly) Guide ↗

Foundry Financial LLC

· CIK 0002085325
13F Portfolio $236M AUM 71 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 38 Added 18 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MINT PIMCO ETF TR 20,385.0 $2.1M 0.87% NEW $100.57 +0.1%
2 EA SERIES TRUST 29,860.0 $1.5M 0.62% NEW $48.94
3 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,191.0 $1.2M 0.50% NEW $996.70 +0.7%
4 IVV ISHARES TR 1,275.0 $833K 0.35% NEW $653.13 +15.5%
5 FAST FASTENAL CO Industrials 7,542.0 $350K 0.15% NEW $46.40 -3.4%
6 CAT CATERPILLAR INC Industrials 416.0 $295K 0.12% NEW $708.60 +28.4%
7 VANGUARD MUN BD FDS 3,082.0 $235K 0.10% NEW $76.29
8 FELC FIDELITY COVINGTON TRUST 6,356.0 $231K 0.10% NEW $36.27 +15.9%
9 IJR ISHARES TR 1,850.0 $230K 0.10% NEW $124.30 +12.3%
10 AVSC AMERICAN CENTY ETF TR 3,436.0 $214K 0.09% NEW $62.30 +10.9%
11 FNDX SCHWAB STRATEGIC TR 7,510.0 $209K 0.09% NEW $27.85 +11.2%

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 34.4%
Communication Services 24.7%
Healthcare 14.0%
Consumer Cyclical 10.4%
Consumer Defensive 7.7%
Financial Services 4.6%
Industrials 4.2%