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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 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VOO VANGUARD INDEX FDS 1,158.0 $795K 0.27% +12.0 +1.1% $686.95 +1.9%
42 DGCB DIMENSIONAL ETF TRUST 14,068.0 $769K 0.26% +3K +30.3% $54.67 -3.2%
43 AMD ADVANCED MICRO DEVICES INC Technology 1,320.0 $767K 0.26% NEW $581.05 -20.9%
44 MSFT MICROSOFT CORP Technology 1,918.0 $716K 0.24% +117.0 +6.5% $373.12 +34.3%
45 GOOG ALPHABET INC 1,996.0 $705K 0.24% -2K -53.9% $353.42
46 AVEM AMERICAN CENTY ETF TR 7,133.0 $688K 0.23% $96.49 -2.3%
47 AVLV AMERICAN CENTY ETF TR 7,493.0 $683K 0.23% +2K +42.6% $91.20 +2.5%
48 DCOR DIMENSIONAL ETF TRUST 7,869.0 $645K 0.22% +462.0 +6.2% $81.98 +2.0%
49 IVV ISHARES TR 847.0 $634K 0.21% -428.0 -33.6% $749.06 +2.2%
50 DFGX DIMENSIONAL ETF TRUST 11,830.0 $634K 0.21% +451.0 +4.0% $53.59 -3.5%
51 CAOS EA SERIES TRUST 6,978.0 $631K 0.21% NEW $90.37 +0.2%
52 AVUS AMERICAN CENTY ETF TR 4,770.0 $611K 0.21% -479.0 -9.1% $128.07 +1.0%
53 LLY ELI LILLY & CO Healthcare 468.0 $561K 0.19% NEW $1199.53 -3.3%
54 DFAU DIMENSIONAL ETF TRUST 10,548.0 $545K 0.18% +152.0 +1.5% $51.69 +1.8%
55 QQQ INVESCO QQQ TR Financial Services 727.0 $536K 0.18% +95.0 +15.0% $736.87 -4.0%
56 AVDE AMERICAN CENTY ETF TR 5,803.0 $518K 0.17% NEW $89.20 +4.1%
57 SPMO INVESCO EXCH TRADED FD TR II 3,159.0 $510K 0.17% NEW $161.52 -9.9%
58 GEV GE VERNOVA INC Utilities 428.0 $503K 0.17% NEW $1175.63 -23.6%
59 DFNM DIMENSIONAL ETF TRUST 10,068.0 $487K 0.16% -112.0 -1.1% $48.34 -2.0%
60 TFLO ISHARES TR 9,555.0 $484K 0.16% -41K -81.2% $50.63 -0.2%
Page 3 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%