StockDriftsStockDriftsTop 50 Foundry Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 21.11% | 763.9K | $62.6M | +13.47%(+90.67K) | $73.35(+15.37%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 7.84% | 557.5K | $23.3M | +12.53%(+62.06K) | $37.89(+12.53%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 6.37% | 477.9K | $18.9M | +11.92%(+50.91K) | $34.37(+21.93%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.24% | 496.7K | $18.5M | +13.44%(+58.86K) | $34.07(+15.12%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.89% | 365.5K | $17.5M | +17.61%(+54.72K) | $47.97(-1.14%) | 2026-06-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 4.54% | 265.3K | $13.5M | +10.27%(+24.70K) | $50.71(+0.23%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.86% | 271.2K | $11.4M | +22.85%(+50.45K) | $42.50(-1.93%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.9% | 193.6K | $8.6M | +3.07%(+5.76K) | $39.14(+17.50%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.85% | 218.0K | $8.5M | +13.83%(+26.48K) | $33.17(+21.92%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.41% | 175.8K | $7.1M | +11.71%(+18.42K) | $33.19(+18.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.86% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.35% |
Foundry Financial LLC reports $296.92M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (21.1%), DUHP (7.8%) and DFLV (6.4%). The top 20 holdings account for 82% of reported assets. Its disclosed equity book has returned +7.86% cumulatively over 2 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 LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2085325). View Foundry Financial LLC’s 13F filings on SEC