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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 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEA VANGUARD TAX-MANAGED FDS 6,690.0 $477K 0.16% +1K +23.2% $71.25 +1.2%
62 PANW PALO ALTO NETWORKS INC Technology 1,355.0 $462K 0.16% NEW $341.07 +6.2%
63 VTV VANGUARD INDEX FDS 2,103.0 $458K 0.15% +93.0 +4.6% $217.98 +2.7%
64 CAT CATERPILLAR INC Industrials 422.0 $450K 0.15% +6.0 +1.4% $1065.22 -26.9%
65 DFSU DIMENSIONAL ETF TRUST 7,968.0 $372K 0.12% $46.63 +2.4%
66 IDXX PUT IDEXX LABS INC Healthcare 37.0 $369K 0.12% NEW $9970.00 -94.5%
67 FAST FASTENAL CO Industrials 7,558.0 $363K 0.12% $48.03 +1.5%
68 VB VANGUARD INDEX FDS 1,175.0 $356K 0.12% +24.0 +2.1% $303.18 -2.4%
69 ILCB ISHARES TR 3,188.0 $330K 0.11% $103.65 +1.8%
70 AVDV AMERICAN CENTY ETF TR 3,201.0 $330K 0.11% -111.0 -3.4% $103.04 +8.2%
71 FELC FIDELITY COVINGTON TRUST 6,356.0 $266K 0.09% $41.91 +3.6%
72 VTI VANGUARD INDEX FDS 720.0 $266K 0.09% NEW $369.92 +1.4%
73 VOE VANGUARD INDEX FDS 1,328.0 $262K 0.09% +86.0 +6.9% $197.61 +4.1%
74 FMTM EA SERIES TRUST 5,974.0 $261K 0.09% NEW $43.64 -11.7%
75 QMOM EA SERIES TRUST 3,208.0 $253K 0.09% -18.0 -0.6% $78.74 -8.1%
76 AVSC AMERICAN CENTY ETF TR 3,420.0 $251K 0.08% $73.33 -2.0%
77 DFIV DIMENSIONAL ETF TRUST 4,455.0 $241K 0.08% $54.02 +7.4%
78 FRDM EA SERIES TRUST 3,276.0 $239K 0.08% NEW $72.90 -5.7%
79 VANGUARD MUN BD FDS 3,082.0 $236K 0.08% $76.63
80 FNDX SCHWAB STRATEGIC TR 7,510.0 $234K 0.08% $31.10 +4.0%
Page 4 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%