ko.io
Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Foundry Financial LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Foundry Financial LLC (CIK 2085325) reported $296.9M across 85 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFUS ($62.6M, 21.08%), DUHP ($23.3M, 7.83%), DFLV ($18.9M, 6.36%), DFIC ($18.5M, 6.23%), DFSD ($17.5M, 5.88%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFUSDIMENSIONAL ETF TRUST$62.6M21.08%763,870Added
2DUHPDIMENSIONAL ETF TRUST$23.3M7.83%557,469Added
3DFLVDIMENSIONAL ETF TRUST$18.9M6.36%477,912Added
4DFICDIMENSIONAL ETF TRUST$18.5M6.23%496,731Added
5DFSDDIMENSIONAL ETF TRUST$17.5M5.88%365,502Added
6DUSBDIMENSIONAL ETF TRUST$13.5M4.54%265,312Added
7DFCFDIMENSIONAL ETF TRUST$11.4M3.86%271,200Added
8DFACDIMENSIONAL ETF TRUST$8.6M2.89%193,597Added
9DFSVDIMENSIONAL ETF TRUST$8.5M2.85%217,958Added
10DFEMDIMENSIONAL ETF TRUST$7.1M2.41%175,767Added
11VBILVANGUARD INSTL INDEX FD$6.3M2.13%83,378Added
12DISVDIMENSIONAL ETF TRUST$6.2M2.08%153,910Added
13BINCBLACKROCK ETF TRUST II$6.1M2.05%116,134Added
14DIHPDIMENSIONAL ETF TRUST$5.8M1.96%170,606Added
15PYLDPIMCO ETF TR$5.7M1.93%216,643Added
16DFIPDIMENSIONAL ETF TRUST$5.7M1.93%138,594Added
17DFAXDIMENSIONAL ETF TRUST$5.1M1.71%138,162Added
18SPYSTATE STR SPDR S&P 500 ETF T$4.9M1.66%6,615Added
19DEHPDIMENSIONAL ETF TRUST$3.9M1.31%90,669Added
20DFEVDIMENSIONAL ETF TRUST$3.6M1.20%83,616Added
21NVDANVIDIA CORPORATION$3.6M1.20%17,831Added
22LRCXLAM RESEARCH CORP$3.3M1.13%7,714Trimmed
23DFGRDIMENSIONAL ETF TRUST$3.0M1.01%103,291Added
24IDXXIDEXX LABS INC$2.4M0.81%3,892Added
25METAMETA PLATFORMS INC$2.3M0.79%4,160Added

Source: SEC Form 13F filings · as of 2026-06-30