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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 2 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DEHP DIMENSIONAL ETF TRUST 70,802.0 $2.3M 1.20% NEW $32.25 +34.1%
22 DFEV DIMENSIONAL ETF TRUST 63,821.0 $2.2M 1.13% NEW $33.74 +27.7%
23 DCOR DIMENSIONAL ETF TRUST 28,538.0 $2.1M 1.10% NEW $73.63 +11.2%
24 AVUV AMERICAN CENTY ETF TR 20,437.0 $2.1M 1.09% NEW $101.98 +18.8%
25 DFGR DIMENSIONAL ETF TRUST 74,089.0 $2.0M 1.03% NEW $26.42 +10.1%
26 NVDA NVIDIA CORPORATION Technology 8,438.0 $1.6M 0.83% NEW $186.50 +14.2%
27 LRCX LAM RESEARCH CORP Technology 8,250.0 $1.4M 0.74% NEW $171.18 +87.5%
28 DFAI DIMENSIONAL ETF TRUST 36,658.0 $1.4M 0.73% NEW $38.11 +9.6%
29 SGOV ISHARES TR 13,272.0 $1.3M 0.70% NEW $100.38 +0.3%
30 DFGX DIMENSIONAL ETF TRUST 24,449.0 $1.3M 0.68% NEW $52.63 +1.0%
31 GOOG ALPHABET INC Communication Services 3,995.0 $1.3M 0.66% NEW $313.83 +23.1%
32 DFCA DIMENSIONAL ETF TRUST 21,754.0 $1.1M 0.57% NEW $50.08 -0.2%
33 SPHQ INVESCO EXCHANGE TRADED FD T 14,480.0 $1.1M 0.57% NEW $75.05 +14.1%
34 MSFT MICROSOFT CORP Technology 2,235.0 $1.1M 0.57% NEW $483.53 -12.1%
35 ITOT ISHARES TR 5,961.0 $886K 0.47% NEW $148.70 +10.9%
36 AVEM AMERICAN CENTY ETF TR 10,623.0 $818K 0.43% NEW $77.02 +25.7%
37 SPY SPDR S&P 500 ETF TR Financial Services 1,167.0 $796K 0.42% NEW $681.69 +10.6%
38 META META PLATFORMS INC Communication Services 1,174.0 $775K 0.41% NEW $660.33 -4.2%
39 BERKSHIRE HATHAWAY INC DEL 1,450.0 $729K 0.38% NEW $502.71
40 AVGO BROADCOM INC Technology 2,046.0 $708K 0.37% NEW $346.07 +22.4%
Page 2 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%