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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 187,835.0 $7.3M 3.09% -158K -45.6% $38.86 +13.1%
2 DFGP DIMENSIONAL ETF TRUST 35,219.0 $1.9M 0.81% -35K -49.9% $53.99 +0.9%
3 LRCX LAM RESEARCH CORP Technology 7,913.0 $1.7M 0.72% -337.0 -4.1% $213.66 +49.3%
4 SGOV ISHARES TR 12,136.0 $1.2M 0.52% -1K -8.6% $100.66 -0.0%
5 AVUV AMERICAN CENTY ETF TR 10,819.0 $1.2M 0.51% -10K -47.1% $110.47 +9.6%
6 DFAI DIMENSIONAL ETF TRUST 25,129.0 $979K 0.41% -12K -31.4% $38.96 +7.3%
7 SPHQ INVESCO EXCHANGE TRADED FD T 12,041.0 $905K 0.38% -2K -16.8% $75.19 +13.7%
8 MSFT MICROSOFT CORP Technology 1,801.0 $667K 0.28% -434.0 -19.4% $370.22 +11.5%
9 DFGX DIMENSIONAL ETF TRUST 11,379.0 $597K 0.25% -13K -53.5% $52.45 +1.2%
10 DGCB DIMENSIONAL ETF TRUST 10,793.0 $584K 0.25% -38K -78.0% $54.14 +0.9%
11 AVEM AMERICAN CENTY ETF TR 7,160.0 $577K 0.24% -3K -32.6% $80.58 +19.8%
12 DCOR DIMENSIONAL ETF TRUST 7,407.0 $534K 0.23% -21K -74.0% $72.08 +13.2%
13 DFNM DIMENSIONAL ETF TRUST 10,180.0 $488K 0.21% -1K -9.6% $47.93 +0.4%
14 VTV VANGUARD INDEX FDS 2,010.0 $394K 0.17% -83.0 -4.0% $196.20 +8.0%
15 QQQ INVESCO QQQ TR Financial Services 632.0 $365K 0.15% -319.0 -33.5% $576.83 +26.5%
16 SPY STATE STR SPDR S&P 500 ETF T Financial Services 525.0 $341K 0.14% -642.0 -55.0% $649.74 +15.5%
17 VB VANGUARD INDEX FDS 1,151.0 $302K 0.13% -368.0 -24.2% $261.97 +11.7%
18 QMOM EA SERIES TRUST 3,226.0 $220K 0.09% -1K -28.2% $68.32 +16.0%

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%