StockDriftsStockDriftsTop 50 Foundry Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.3% | 31.8K | $23.8M | +3.36%(+1.03K) | $520.15(+49.45%) | 2026-06-30 | |
| AVIV | AMERICAN CENTY ETF TR | 7.44% | 222.2K | $17.2M | +1.72%(+3.75K) | $53.49(+54.68%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.44% | 219.1K | $14.9M | +4.27%(+8.98K) | $56.51(+23.92%) | 2026-06-30 | |
| IUSG | ISHARES TR | 6.3% | 77.4K | $14.6M | +2.15%(+1.63K) | $128.85(+50.36%) | 2026-06-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 6.04% | 141.7K | $14.0M | +4.07%(+5.54K) | $82.36(+16.13%) | 2026-06-30 | |
| IEFA | ISHARES TR | 5.67% | 135.8K | $13.1M | +1.33%(+1.78K) | $70.82(+42.67%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 4.96% | 125.8K | $11.5M | +0.43%(+533) | $63.19(+49.44%) | 2026-06-30 | |
| JTEK | J P MORGAN EXCHANGE TRADED F | 4.14% | 85.9K | $9.6M | -7.88%(-7.34K) | $68.41(+48.38%) | 2026-06-30 | |
| EMXC | ISHARES INC | 3.97% | 89.8K | $9.2M | -4.00%(-3.74K) | $62.83(+51.46%) | 2026-06-30 | |
| IEI | ISHARES TR | 3.95% | 77.8K | $9.1M | +9.12%(+6.51K) | $118.01(-1.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.45% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.30% |
Foundry Financial Group, Inc. reports $231.29M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.3%), AVIV (7.4%) and DYNF (6.4%). The top 20 holdings account for 82.97% of reported assets. Its disclosed equity book has returned +42.45% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Foundry Financial Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2007960). View Foundry Financial Group, Inc.’s 13F filings on SEC