Foundry Financial Group, Inc.
Foundry Financial Group, Inc. reported 80 positions worth $231.3M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: IVV (10.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $23.8M | 10.30% | 31,807 | — | — | |
| ▸ 2 | AVIV | SH | $17.2M | 7.44% | 222,193 | — | — | |
| ▸ 3 | DYNF | SH | $14.9M | 6.44% | 219,096 | — | — | |
| ▸ 4 | IUSG | SH | $14.6M | 6.30% | 77,418 | — | — | |
| ▸ 5 | JGRO | SH | $14.0M | 6.04% | 141,695 | — | — | |
| ▸ 6 | IEFA | SH | $13.1M | 5.67% | 135,770 | — | — | |
| ▸ 7 | AVLV | SH | $11.5M | 4.96% | 125,841 | — | — | |
| ▸ 8 | JTEK | SH | $9.6M | 4.14% | 85,879 | — | — | |
| ▸ 9 | EMXC | SH | $9.2M | 3.97% | 89,756 | — | — | |
| ▸ 10 | IEI | SH | $9.1M | 3.95% | 77,844 | — | — |
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Frequently Asked Questions
What stocks does Foundry Financial Group, Inc. hold as of Q2 2026?
Foundry Financial Group, Inc. reported 80 positions worth $231.3M in its Q2 2026 13F filing. Largest positions: IVV (10.3%), AVIV (7.4%), DYNF (6.4%), IUSG (6.3%) and JGRO (6.0%).
What did Foundry Financial Group, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Foundry Financial Group, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.