Foundry Financial Group, Inc.: 13F holdings
CIK 20079602026Q2
| Positions | 80 |
|---|
| Reported value | $231.3m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 80 (+10 vs prior quarter) |
|---|
| Reported value | $231.3m (+14.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 31,807 | $23.8m | 10.3% |
| AVIV AMERICAN CENTY ETF TR | 222,193 | $17.2m | 7.4% |
| DYNF BLACKROCK ETF TRUST | 219,096 | $14.9m | 6.4% |
| IUSG ISHARES TR | 77,418 | $14.6m | 6.3% |
| JGRO J P MORGAN EXCHANGE TRADED F | 141,695 | $14.0m | 6.0% |
| IEFA ISHARES TR | 135,770 | $13.1m | 5.7% |
| AVLV AMERICAN CENTY ETF TR | 125,841 | $11.5m | 5.0% |
| JTEK J P MORGAN EXCHANGE TRADED F | 85,879 | $9.6m | 4.1% |
| EMXC ISHARES INC | 89,756 | $9.2m | 4.0% |
| IEI ISHARES TR | 77,844 | $9.1m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2007960")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples