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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LRCX LAM RESEARCH CORP Technology 7,714.0 $3.3M 1.13% -199.0 -2.5% $433.30 -33.0%
2 DFCA DIMENSIONAL ETF TRUST 29,474.0 $1.5M 0.50% -1K -4.8% $50.18 -2.1%
3 ITOT ISHARES TR 6,907.0 $1.1M 0.38% -168.0 -2.4% $164.27 +1.4%
4 SGOV ISHARES TR 10,646.0 $1.1M 0.36% -1K -12.3% $100.67 -0.3%
5 DFAI DIMENSIONAL ETF TRUST 22,369.0 $923K 0.31% -3K -11.0% $41.25 +3.5%
6 GOOG ALPHABET INC 1,996.0 $705K 0.24% -2K -53.9% $353.42
7 IVV ISHARES TR 847.0 $634K 0.21% -428.0 -33.6% $749.06 +2.2%
8 AVUS AMERICAN CENTY ETF TR 4,770.0 $611K 0.21% -479.0 -9.1% $128.07 +1.0%
9 DFNM DIMENSIONAL ETF TRUST 10,068.0 $487K 0.16% -112.0 -1.1% $48.34 -2.0%
10 TFLO ISHARES TR 9,555.0 $484K 0.16% -41K -81.2% $50.63 -0.2%
11 AVDV AMERICAN CENTY ETF TR 3,201.0 $330K 0.11% -111.0 -3.4% $103.04 +8.2%
12 QMOM EA SERIES TRUST 3,208.0 $253K 0.09% -18.0 -0.6% $78.74 -8.1%
13 IJR ISHARES TR 1,407.0 $209K 0.07% -443.0 -23.9% $148.35 -3.7%

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%