Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Foundry Financial Group, Inc. (CIK 2007960) reported $201.6M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($20.1M, 9.97%), AVIV ($16.3M, 8.11%), DYNF ($12.2M, 6.07%), IEFA ($12.1M, 6.02%), IUSG ($11.8M, 5.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $20.1M | 9.97% | 30,774 | Added |
| 2 | AVIV | AMERICAN CENTY ETF TR | $16.3M | 8.11% | 218,438 | Trimmed |
| 3 | DYNF | BLACKROCK ETF TRUST | $12.2M | 6.07% | 210,116 | Added |
| 4 | IEFA | ISHARES TR | $12.1M | 6.02% | 133,991 | Trimmed |
| 5 | IUSG | ISHARES TR | $11.8M | 5.83% | 75,786 | Added |
| 6 | JGRO | J P MORGAN EXCHANGE TRADED F | $11.5M | 5.71% | 136,156 | Added |
| 7 | AVLV | AMERICAN CENTY ETF TR | $10.1M | 5.01% | 125,308 | Trimmed |
| 8 | IEI | ISHARES TR | $8.5M | 4.20% | 71,338 | Added |
| 9 | IUSV | ISHARES TR | $8.2M | 4.08% | 80,426 | Added |
| 10 | PVAL | PUTNAM ETF TRUST | $7.7M | 3.84% | 166,953 | Added |
| 11 | JTEK | J P MORGAN EXCHANGE TRADED F | $7.4M | 3.68% | 93,224 | Trimmed |
| 12 | EMXC | ISHARES INC | $7.4M | 3.65% | 93,497 | Added |
| 13 | HDV | ISHARES TR | $6.6M | 3.27% | 48,632 | Added |
| 14 | AVSC | AMERICAN CENTY ETF TR | $6.3M | 3.14% | 101,532 | New |
| 15 | IEMG | ISHARES INC | $4.9M | 2.45% | 70,907 | Trimmed |
| 16 | AIRR | FIRST TR EXCHANGE TRADED FD | $3.7M | 1.82% | 33,196 | New |
| 17 | BINC | BLACKROCK ETF TRUST II | $3.1M | 1.54% | 59,864 | Trimmed |
| 18 | CME | CME GROUP INC | $2.8M | 1.39% | 9,465 | Added |
| 19 | MINT | PIMCO ETF TR | $2.7M | 1.35% | 27,140 | Trimmed |
| 20 | PYLD | PIMCO ETF TR | $2.5M | 1.26% | 96,816 | Added |
| 21 | IBDS | ISHARES TR | $2.5M | 1.25% | 103,667 | Trimmed |
| 22 | SHV | ISHARES TR | $2.4M | 1.21% | 22,021 | Added |
| 23 | QUAL | ISHARES TR | $2.0M | 1.00% | 10,491 | Trimmed |
| 24 | IBDT | ISHARES TR | $1.9M | 0.96% | 76,289 | Trimmed |
| 25 | IBDR | ISHARES TR | $1.7M | 0.85% | 70,914 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31