Foundry Financial Group, Inc.: 13F holdings

CIK 20079602026Q2

Positions80
Reported value$231.3m
Filed2026-07-22

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR31,807$23.8m10.3%
AMERICAN CENTY ETF TR222,193$17.2m7.4%
DYNF BLACKROCK ETF TRUST219,096$14.9m6.4%
IUSG ISHARES TR77,418$14.6m6.3%
JGRO J P MORGAN EXCHANGE TRADED F141,695$14.0m6.0%
IEFA ISHARES TR135,770$13.1m5.7%
AVLV AMERICAN CENTY ETF TR125,841$11.5m5.0%
J P MORGAN EXCHANGE TRADED F85,879$9.6m4.1%
EMXC ISHARES INC89,756$9.2m4.0%
IEI ISHARES TR77,844$9.1m4.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2007960")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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