Foundry Financial LLC - Portfolio overview

Foundry Financial LLC has 70 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 20.35%
2. DUHP - DIMENSIONAL ETF TRUST, 7.76%
3. DFIC - DIMENSIONAL ETF TRUST, 6.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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