account_balance

Investment manager · 13F filer · SEC CIK 2085325

Foundry Financial LLC

Reported value$322Mas of Sep 30, 2026
Positions95 17 new, 7 sold out
Top 10 weight67.2%DFUS alone is 24%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
DFUS Dimensional ETF Trust 24.0% Added +22%
DFSD Dimensional ETF Trust 7.5% Added +41%
DFLV Dimensional ETF Trust 7.4% Added +25%
DFIC Dimensional ETF Trust 7.0% Added +21%
DUSB Dimensional ETF Trust 6.6% Added +58%
DFCF Dimensional ETF Trust 4.0% Added +19%
DFAC Dimensional ETF Trust 3.0% Added +12%
DFEM Dimensional ETF Trust 2.6% Added +20%
DISV Dimensional ETF Trust 2.5% Added +20%
VTIP Vanguard Malvern FDS 2.5% New
VBIL Vanguard Instl Index Fd 2.3% Added +17%
DIHP Dimensional ETF Trust 2.2% Added +24%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 22, 2026 filing
add_circleNew
arrow_upwardAdded
  • DUSB +58%
  • DFSD +41%
  • IEFA +40%
  • DFAX +34%
arrow_downwardTrimmed
  • DFCA −4%
  • VOO −4%
  • META −3%
  • SPHQ −2%
remove_circleSold out
  • DUHP $23.3M
  • DFSV $8.45M
  • DFIP $5.72M
  • IDXX $2.03M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist