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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 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFEV DIMENSIONAL ETF TRUST 83,616.0 $3.6M 1.20% +6K +7.9% $42.67 -0.1%
22 LRCX LAM RESEARCH CORP Technology 7,714.0 $3.3M 1.13% -199.0 -2.5% $433.30 -33.0%
23 DFGR DIMENSIONAL ETF TRUST 103,291.0 $3.0M 1.01% +13K +14.9% $28.97 -0.3%
24 META META PLATFORMS INC Communication Services 4,160.0 $2.3M 0.79% +1K +33.9% $563.28 +2.7%
25 DFGP DIMENSIONAL ETF TRUST 37,566.0 $2.0M 0.69% +2K +6.7% $54.46 -2.5%
26 IDXX IDEXX LABS INC Healthcare 3,855.0 $2.0M 0.68% $526.45 +3.6%
27 GOOGL ALPHABET INC Communication Services 5,038.0 $1.8M 0.61% +2K +83.9% $357.40 -6.3%
28 EA SERIES TRUST 29,860.0 $1.7M 0.57% $56.92
29 DFCA DIMENSIONAL ETF TRUST 29,474.0 $1.5M 0.50% -1K -4.8% $50.18 -2.1%
30 AVUV AMERICAN CENTY ETF TR 11,068.0 $1.4M 0.47% +249.0 +2.3% $124.76 -0.5%
31 AMZN AMAZON COM INC Consumer Cyclical 5,782.0 $1.4M 0.46% +754.0 +15.0% $238.35 +6.9%
32 SPHQ INVESCO EXCHANGE TRADED FD T 14,953.0 $1.3M 0.45% +3K +24.2% $90.10 -6.2%
33 AAPL APPLE INC Technology 4,256.0 $1.2M 0.41% +2K +77.2% $289.37 +12.4%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,222.0 $1.1M 0.39% +31.0 +2.6% $935.41 +0.5%
35 ITOT ISHARES TR 6,907.0 $1.1M 0.38% -168.0 -2.4% $164.27 +1.4%
36 SGOV ISHARES TR 10,646.0 $1.1M 0.36% -1K -12.3% $100.67 -0.3%
37 TSLA TESLA INC Consumer Cyclical 2,248.0 $945K 0.32% +731.0 +48.2% $420.55 -15.3%
38 AVGO BROADCOM INC Technology 2,459.0 $929K 0.31% +259.0 +11.8% $377.81 -2.2%
39 DFAI DIMENSIONAL ETF TRUST 22,369.0 $923K 0.31% -3K -11.0% $41.25 +3.5%
40 IEFA ISHARES TR 8,534.0 $824K 0.28% +127.0 +1.5% $96.57 +2.9%
Page 2 of 5  ·  86 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%