Foundry Financial Group, Inc. - Portfolio overview

Foundry Financial Group, Inc. has 77 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 9.76%
2. AVIV - AMERICAN CENTY ETF TR, 7.94%
3. DYNF - BLACKROCK ETF TRUST, 5.94%

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

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