account_balance
Investment manager · 13F filer · SEC CIK 2007960
Foundry Financial Group, Inc.
Reported value$241Mas of Sep 30, 2026
Positions83 6 new, 3 sold out
Top 10 weight57.3%IVV alone is 10%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
10.3%
IUSGiShares Tr
9.7%Added +56%
DYNFBlackRock ETF Trust
6.5%Added +3%
IEFAiShares Tr
5.6%
AVLVAmerican Centy ETF Tr
4.9%Added +3%
AVIVAmerican Centy ETF Tr
4.7%Trimmed −36%
HDViShares Tr
4.1%Added +40%
IUSViShares Tr
3.8%Added +2%
EMXCiShares Inc
3.8%Added +3%
JTEKJ P Morgan Exchange Traded F
3.8%
IEIiShares Tr
3.8%+4%
PVALPutnam ETF Trust
3.8%
IVViShares Tr
10.3%
IUSGiShares Tr
9.7%Added +56%
DYNFBlackRock ETF Trust
6.5%+3%
IEFAiShares Tr
5.6%
AVLVAmerican Centy ETF Tr
4.9%+3%
AVIVAmerican Centy ETF Tr
4.7%
HDViShares Tr
4.1%
IUSViShares Tr
3.8%
EMXCiShares Inc
3.8%
JTEK
IEI3.8%
PVAL
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 10.3% Held
IUSG iShares Tr 9.7% Added +56%
DYNF BlackRock ETF Trust 6.5% Added +3%
IEFA iShares Tr 5.6% Held
AVLV American Centy ETF Tr 4.9% Added +3%
AVIV American Centy ETF Tr 4.7% Trimmed −36%
HDV iShares Tr 4.1% Added +40%
IUSV iShares Tr 3.8% Added +2%
EMXC iShares Inc 3.8% Added +3%
JTEK J P Morgan Exchange Traded F 3.8% Held
IEI iShares Tr 3.8% Added +4%
PVAL Putnam ETF Trust 3.8% Held
What changed
Biggest moves since Jun 30, 2026
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