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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
Page 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VB VANGUARD INDEX FDS 1,151.0 $302K 0.13% -368.0 -24.2% $261.97 +12.3%
62 CAT CATERPILLAR INC Industrials 416.0 $295K 0.12% NEW $708.60 +27.4%
63 ILCB ISHARES TR 3,188.0 $286K 0.12% $89.86 +16.2%
64 VANGUARD MUN BD FDS 3,082.0 $235K 0.10% NEW $76.29
65 DFIV DIMENSIONAL ETF TRUST 4,441.0 $234K 0.10% +424.0 +10.6% $52.78 +5.4%
66 FELC FIDELITY COVINGTON TRUST 6,356.0 $231K 0.10% NEW $36.27 +16.3%
67 IJR ISHARES TR 1,850.0 $230K 0.10% NEW $124.30 +12.4%
68 VOE VANGUARD INDEX FDS 1,242.0 $229K 0.10% $184.33 +5.8%
69 QMOM EA SERIES TRUST 3,226.0 $220K 0.09% -1K -28.2% $68.32 +17.3%
70 AVSC AMERICAN CENTY ETF TR 3,436.0 $214K 0.09% NEW $62.30 +11.1%
71 FNDX SCHWAB STRATEGIC TR 7,510.0 $209K 0.09% NEW $27.85 +11.5%
Page 4 of 4  ·  71 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 34.4%
Communication Services 24.7%
Healthcare 14.0%
Consumer Cyclical 10.4%
Consumer Defensive 7.7%
Financial Services 4.6%
Industrials 4.2%