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Portfolio (Quarterly) Guide ↗

Foundry Financial LLC

· CIK 0002085325
13F Portfolio $190M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVDV AMERICAN CENTY ETF TR 2,940.0 $276K 0.14% NEW $93.96 +16.9%
62 QVAL EA SERIES TRUST 5,169.0 $252K 0.13% NEW $48.80 +15.5%
63 VEA VANGUARD TAX-MANAGED FDS 3,806.0 $238K 0.12% NEW $62.47 +14.8%
64 XMHQ INVESCO EXCHANGE TRADED FD T 2,176.0 $223K 0.12% NEW $102.40 +7.6%
65 VOE VANGUARD INDEX FDS 1,245.0 $221K 0.12% NEW $177.35 +9.9%
66 PLTR PALANTIR TECHNOLOGIES INC Technology 1,209.0 $215K 0.11% NEW $177.69 -20.7%
67 DFIV DIMENSIONAL ETF TRUST 4,017.0 $200K 0.10% NEW $49.90 +11.6%
Page 4 of 4  ·  67 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 43.7%
Communication Services 19.1%
Healthcare 18.5%
Financial Services 9.8%
Consumer Cyclical 8.9%